Last Will & Testament

How We Can Help

If you’re like most people, you want authority over your end-of-life plans. A legally binding Will is essential to ensure that you, not the State, make those vital decisions.

Our team will help you craft a customized plan to best protect your assets and safeguard your family’s future, while maintaining family privacy.

You may think that "estate planning" is only for individuals and families with a sizable fortune, but that's not the case - our clients range from Uber drivers to the uber-wealthy, and everyone needs an estate plan!

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Why Do I Need A Last Will And Testament?

(My family knows what I want)

I hear this every day! Many people do not believe they need a Last Will And Testament; especially if their assets are modest or they do not believe they are in the stage of life where estate planning is yet necessary.

If you die without a Will (intestate), the State of Florida determines how your assets get divided, and who your beneficiaries will be. A judge then decides who handles the administration of your estate. Click here for information on Florida Intestacy law.

For those with minor children, a Will is the only way to appoint a guardian for your child in the event of your death.

Can I Prepare My Own Last Will And Testament?

(I want to do it myself)

Wills must conform to Florida law and must clearly and unambiguously reflect your wishes. While it may be tempting to use do-it-yourself forms, remember that a Last Will and Testament is just that — it’s the last thing you’ll do.

If a mistake is discovered after your death, you don’t get a second chance to make things right! This is not an area in which to be penny-wise and pound foolish.

Take a look at my recent article regarding whether a computer program or AI should be used to write your will!

Why A Simple Will Is Not Enough!

Your life is more than a “Simple Will!” A basic Will does not avoid the probate process, control your non-probate property, or provide for any special planning concerns, such as estate taxes or trusts. The Will is just one piece of the Total Estate Planning picture.

We develop personalized Last Will and Testament, Trusts, Powers of Attorney and Estate Plans to meet your individual needs and goals. We will help you develop the plan that best protects your assets and your family’s future; while maintaining family privacy and keeping control of your wishes.

 

Protecting Your Family And Your Future

When You Have A Child

Expecting a new baby is one of the many reasons we have young clients visit us.  You are never too young, nor your family too small, to begin your estate plan.

I prepared a special video for the newly expecting below:

The College Protection Plan

For our young adults!

Many people ask me when is the best time to begin an Estate Plan.  I always say you are never too young!  For college-age students, I have a special plan in place.  Read About it Here.

 

"Estate Planning Is Not Just For The Wealthy. It’s For Anyone Who Happens To Love And Care For Someone.”

Living Trust Network Staff