Trusts and Your Estate Plan

How We Can Help

We help create your Wills, Trusts and and comprehensive Estate Planning solutions tailored to your specific needs and goals. Our dedicated team is here to support you in developing personalized Living Wills, Powers of Attorney, Health Care Directives, and robust Estate Plans.

You're Unique, So Your Plan Should Be Too.

We listen carefully to what you need.  We work closely with you to create a strategy that effectively protects your assets and ensures the future well-being of your family.  With our guidance, we can help you develop and maintain family privacy and fulfillment of your your wishes.

Protecting Your Family And Your Future

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What is a Trust?

A Trust holds your money or property in a special way. It helps you avoid probate and keeps your plan private. It's a strong tool to help you and your family.

A trust functions as a legal arrangement where assets, such as money or property, are placed in a "bucket" to hold your assets.  You create specific instructions in case of incapacity or death as to how your trust assets should be distributed.  It can avoid probate and is a private family matter.  Essentially, it's a strategic tool for protecting your children, wealth management and ensuring that your assets are handled according to your wishes, without interference from the State or Court.

 

 

Effective Trusts & Estate Planning Services

A trust may offer you a variety of advantages, such as:

  • Avoiding Probate
  • Protecting Adult Children from their Potential Mistakes
  • Minimizing or Avoiding Tax Consequences
  • Keeping Financial Information Private
  • Setting Money Aside for Your Children and Grand Children
  • Setting Aside Money for Potential Disability or Long-Term Care
  • Assisting with Supplemental Needs or Special Needs
  • Obtaining Medicaid for yourself or a loved one

Types Of Trusts

  • Revocable Living Trust
  • Living Trust
  • Joint Trust
  • Spendthrift Trust
  • Irrevocable Trust
  • Medicaid Trust
  • Land Trust
  • Testamentary Trust

Are Estate Plans Necessary For Everybody?

Links and Resources

Important Legacy Questions You Should Answer in Your Estate Plan

By Andrea Jakob | March 4, 2025

When beginning any type of planning, you usually start with some preliminary questions. Estate planning is no different. When you begin the process, your estate planning attorney will likely ask about your family members, the accounts and property you own, and whom you want to include in your estate plan. As you dive deeper into…

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Money Isn’t Everything In Estate Planning

By Andrea Jakob | February 20, 2025

How to Pass Your Stories and Values to Future GenerationsMoney and property may be the most discussed types of wealth that a person owns, but theriches of their experience and wisdom can mean even more to loved ones down the line.Reinforcement of family traditions can be built into your estate plan alongside your wishesregarding the…

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Show Your Love This Valentine’s Day

By Andrea Jakob | February 9, 2025

Valentine’s Day is a time to show love and affection. By preparing a will and other estate planning documents, you can ensure your loved ones are well taken care of now and in the future. Estate planning isn’t just about who gets what—it’s about ensuring your life’s work passes smoothly to those you love. Show your family your love by choosing what to include and what NOT to include in your estate plan!

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New Year’s Eve Trivia and Fun Facts

By Andrea Jakob | December 24, 2024

Americans are known for their “work hard, play hard” mindset. On average, we work 1,789 hours per year. However, even with our play-hard mentality, many of us do not stay up to see the ball drop on New Year’s Eve. Less than one-third of Americans plan to either attend or host a New Year’s Eve…

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It Is Time to Make Your Estate Planning List and Check It Twice

By Andrea Jakob | December 5, 2024

Just like Santa makes a list of who’s naughty and nice, you can make a list of who should receive your money and property. The holidays are a great time to think about this while you’re with friends and family.

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Fall Cleanup Checklist

By Andrea Jakob | November 22, 2024

Fall is the perfect time to take stock of the past year and tie up loose ends before a frenetic last few weeks that can be equal parts stressful and celebratory. Read more to learn about having a fall to-do list can make the challenges of balancing family and professional commitments more manageable during this busy season.

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Your Estate Planning Team Roster Re-imagined as a Football Squad

By Andrea Jakob | November 21, 2024

Why has football captured the American imagination like nothing else? Some say football is a metaphor for life that can teach us lessons about discipline, teamwork, and overcoming adversity to reach a goal. Read more as we present to you your estate planning team, football-style.

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How to Transfer Football Season Tickets

By Andrea Jakob | November 20, 2024

What You Need to Know About Transferring Your Season Tickets In many parts of the United States, football is more than just a sport—it’s a way of life and a passion shared across generations. While fans often pass down their love for an NFL or college football team to their family, transferring season tickets is…

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Debunking Common Misconceptions About Wills

By Andrea Jakob | November 8, 2024

Did you know that the majority of Americans do not have a will? It’s true! The number of US households with a will has been steadily declining. But estate planning isn’t just for the wealthy, older adults, or married couples; it’s beneficial for everyone. Let’s bust some common myths about wills and estate plans: Myth…

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Elder Law Conference

By Andrea Jakob | August 14, 2024

Last week, our associate attorney, Demi Lamas, Esq., had the opportunity to attend the Florida Council of Aging’s Annual Florida Conference on Aging in Orlando, Florida. During the event, Demi connected with a variety of professionals dedicated to supporting and caring for the elderly community across the state. We’re proud of Demi for representing our…

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“Leave A Legacy, Not A Mess”

Emerald Publications – September, 2007

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