Estate Planning

Estate Planning is a process that all Florida residents should think about at some point in their lives. It is a continuing process, flexible enough to allow for changes and modifications as a person's life moves forward, relationships change and families grow. Typically, a Florida resident, in consultation with an attorney and perhaps a financial advisor will develop a plan and prepare documents designed to conserve, protect and ultimately distribute his or her Florida assets to designated beneficiaries. When preparing an estate plan it is important to consider planning for your own future needs and planning for federal and state tax issues that may arise upon your passing.

At a minimum, most people should consider executing a Living Will, which describes your personal wishes for end stage health care, a Designation of Healthcare Surrogate, wherein you identify one or more individuals to help make medical decisions on your behalf if you're unable to do so, a Power of Attorney, wherein you identify one or more individuals to assist you in making financial decisions, and a Last Will and Testament, identifying the heirs who will inherit your estate. There are other complimentary documents that you may learn about when you visit with your attorney.

When thinking about you or a loved one's Estate Planning consider the following documents:

  • Advance Directives
    • Living Will
    • Healthcare Surrogate
    • Pre-need Guardian
    • Durable Power of Attorney

  • Last Will and Testament

  • Trust
    • Living Trust
    • Testamentary Trust
    • Revocable Trust
    • Irrevocable Trust