Florida Estate Planning.

Protect everything you work hard for.

Learn the basics.

kids protection plan
“Someone’s sitting in the shade today because someone planted a tree a long time ago.”
– Warren Buffett

Why should you plan?

If you are like many of my clients, it is not enough to simply grow your assets. You also want to ensure those assets are available to support your loved ones. I am here to help ensure your estate planning goals are carried out according to your wishes.

florida estate planning planting seeds

There are many important reasons to establish an estate plan, including:

To protect yourself and your family while you’re alive – If you become incapacitated and unable to make decisions for yourself, having an estate plan in place can protect your interests and give your loved ones authority to act on your behalf.

To provide clarity – Not only does an estate plan allow you to provide clear instructions on how assets should be passed along, it can also reduce disagreements among family members.

To avoid the stress of probate – Without proper planning, your estate can take significant time and effort to resolve as it goes through the probate process. In addition, probate fees and taxes can be a burden for any size estate.

To protect your family’s privacy – In Florida, probate records are public and anyone can see who was designated as an heir in your will. At the very least, this can cause your family to be bombarded with advertisements from companies trying to sell their services. If done correctly, estate planning can protect your privacy and the privacy of your family members.

To save on taxes and pass along more wealth to your loved ones – For those who are subject to estate taxes, or who may become so in the future, a properly designed estate plan can help prevent the family from paying more in taxes than necessary.

Who needs a plan?

EVERYONE, but especially the following:

  • Parents with minor children
  • Parents with adult children
  • Newlyweds or Divorcees
  • Blended families
  • Retirees
  • Homeowners and Business owners
  • Life Insurance or Retirement Beneficiaries
  • Individuals with Special Needs
  • Young adults going off to college
  • Pets (yes, Pets!)
Don't Worry Be Happy painted on fence

What do you want to protect?

Money & Things

Kids

Home or Business

Health Care

You want to protect your money and things.

Protect your money and things

Option 1:

LIVING TRUST

Appoint a trusted person or entity (a “Trustee”) to manage, protect, control, and distribute your money and things during your life and after you pass away.

Option 2:

LAST WILL & TESTAMENT

Appoint a trusted person (an “Executor”) to distribute your money and things to your named beneficiaries after you pass away.

Option 3:

POWER OF ATTORNEY

Assign a trusted person (an “Agent”) to manage and protect your money and things if you are away or incapacitated.

You want to protect your minor children.

Protect your kids

Option 1:

KIDS PROTECTION PLAN®

A comprehensive legal protection package to ensure your minor children are always looked after and cared for.

Option 2:

LAST WILL & TESTAMENT

Appoint a trusted person (a “Guardian”) to look after and care for your minor children for the long-term after you pass away.

You want to protect your home or business.

florida estate planning protect your business

Option 1:

LIVING TRUST

Appoint a trusted person or entity (a “Trustee”) to manage, control and protect your real estate and business assets during your life and after you pass away.

Option 2:

LAST WILL & TESTAMENT

Appoint a trusted person (an “Executor”) to transfer your real estate and business ownership to your beneficiaries.

Option 3:

POWER OF ATTORNEY

Assign a trusted person (an “Agent”) to manage your personal and business responsibilities if you are away or incapacitated.

You want to protect your health care.

florida estate planning health care directives

Option 1:

ADVANCE HEALTHCARE DIRECTIVES

Appoint a trusted person (a “Healthcare Agent”) to follow your wishes for your healthcare and medical treatment if you are unable to make decisions for yourself.

Option 2:

LAST WILL & TESTAMENT

Appoint a trusted person (an “Executor”) to ensure you are buried or cremated based on your wishes.

Estate planning tools.

Explore and learn about the different tools that can help you build a complete and effective estate plan.

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Estate planning FAQ.

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