Estate Planning & Elder Law

Wills, Trusts & More

It has been said that “if you fail to plan, you are planning to fail”. Many people are uncomfortable talking about the death or disability of themselves or their loved ones. However, failing to plan for the future will almost guarantee unnecessary burden, heartache, and legal work for you and your family down the road.

Why do I Need an Estate Plan?

Florida law allows individuals to make many decisions regarding healthcare, guardianship, asset distribution, and the care of their dependents in advance. Unfortunately, if you don’t take advantage of these advanced planning tools, you may be leaving decision-making to a total stranger.

In addition, with the use of certain Estate Planning tools (such as a Revocable Living Trust or Enhanced Life Estate Deed), it’s possible to avoid Probate with regard to some or even all of your major assets. Avoiding Probate can mean significantly easing the burden of loved ones upon your passing, and making it that much easier for them to carry on your legacy.

I Had an Estate Plan Drawn Up Several Years Ago; Do I Need To Update It?

Laws change, and so do the circumstances of our lives. If you had an Estate Plan prepared even just a few years ago, it is a good idea to take a close look at it. If major life events have occurred since then (such as the birth of a child, divorce, death, incapacity, or change in income), your Estate Plan may need to be updated. In addition, you may not have all of the necessary asset, healthcare, and guardianship documents that you need.

For this reason, we offer free estate plan reviews. We are here to help answer any questions you may have, and provide our honest opinion about the condition of your current Estate Plan. We also don’t believe in “selling” you on unnecessary Estate Plan documents. If you don’t need it, we won’t recommend it.

What If I Don't Have Any Major Assets?

Are you married? Do you have kids or other family members depending on you? Do you expect that you will accrue any additional assets during your lifetime? If you were ever incapacitated, are you unsure about who would be legally authorized to make decisions on your behalf?

If you answered “yes” to any of these questions, then you still need an Estate Plan. Not all Estate Plans are the same – yours may be less complex than others; we can custom-tailor an Estate Plan that is specific to your needs.

Isn’t An Estate Plan Expensive?

No! In fact, the affordability of our Estate Plans might surprise you. We offer reasonable, flat-fee pricing for Estate Plan packages that are customized to meet you and your family's needs. No consultation fees, no hourly rates, and no hidden costs.

The Bottom Line?

It’s never too early or too late to get your affairs in order. We work with both young and elderly clients to set up their:

  • Last Will and Testament
  • Living Will
  • Durable Power of Attorney
  • Guardian Designation (for themselves and for minor children)
  • HIPAA Release & Authorization
  • Irrevocable Life Insurance Trust (ILITs)
  • Revocable Living Trust
  • Special Needs Trust
  • Medicaid Trust
  • Health Care Surrogate Designation
  • Enhanced Life Estate Deeds (also known as ‘Ladybird Deeds’)

… and much more.