Trusts and Estates Planning - Estate Planning & Probate Attorneys

Protect Your Family’s Future –

Before It’s Too Late

The government has a plan for your money if you don’t. Take control today.

Why Estate Planning Matters

Without a legally sound estate plan, your loved ones could face:

Years of probate court battles and excessive legal fees

Massive tax burdens that reduce your family’s inheritance

Family disputes over assets, causing unnecessary stress

A judge—not you— deciding who gets what

Protect Your Family’s Future – Before It’s Too Late

The government has a plan for your money if you don’t. Take control today.

Why Estate Planning Matters

Without a legally sound estate plan, your loved ones could face:

Years of probate court battles and excessive legal fees

Massive tax burdens that reduce your family’s inheritance

Family disputes over assets, causing unnecessary stress

A judge—not you— deciding who gets what

The Hardest Conversations Are the Ones That Matter Most

Your family shouldn’t have to suffer because you didn’t plan ahead. We make it easy.

Avoiding This Now Could Cost Your Family Everything

You’ve worked hard to build a life, a home, and a financial future. But without an estate plan, your family could be left dealing with:

• Months (or years) in probate court, stuck in a frustrating and expensive legal process.
• Heavy tax burdens, where a significant portion of your estate is lost.
• Family disputes and conflicts, leading to broken relationships.
• Government interference, deciding how your wealth is distributed.

If this isn’t what you want for your family, it’s time to act.

The Hardest Conversations Are the Ones That Matter Most

Your family shouldn’t have to suffer because you didn’t plan ahead. We make it easy.

Avoiding This Now Could Cost Your Family Everything

You’ve worked hard to build a life, a home, and a financial future. But without an estate plan, your family could be left dealing with:

If this isn’t what you want for your family, it’s time to act.

Need help with a trust or a will? Request a complimentary strategy call by calling (305) 707-7126.

The Biggest Risk? Thinking You Have Time

Many people delay estate planning, believing they’ll have time later. But unexpected emergencies—accidents, illnesses, or sudden loss—can happen anytime.

Common Estate Planning Myths Debunked

❌ “My spouse will inherit everything automatically.”
(Not always the case.)
❌ “I don’t have enough assets to need an estate plan.”
(Even modest estates can get stuck in court.)
❌ “A simple will should be enough, right?” (Not if you want to avoid probate and minimize taxes.)

A Simple Plan Now Prevents Costly Legal Battles Later

✅ Your children are taken care of exactly as you intend.
✅ Your spouse inherits seamlessly—without delays or legal obstacles.
✅ Your estate stays private, avoiding unnecessary court involvement.
✅ Your assets pass efficiently, with the lowest possible tax burden.
Why take the risk of leaving your family unprotected?

The Biggest Risk? Thinking You Have Time

Many people delay estate planning, believing they’ll have time later. But unexpected emergencies—accidents, illnesses, or sudden loss—can happen anytime.

Common Estate Planning Myths Debunked

A Simple Plan Now Prevents Costly Legal Battles Later

Estate Planning Shouldn’t Be Overwhelming – We Make It Easy

We understand estate planning feels complicated, but we’ve simplified the process for you.

Here’s What You WON’T Have to Worry About:

❌ Complex legal jargon – We explain everything in clear, simple terms.
❌ Hidden fees – Transparent pricing with no surprises.
❌ Constant plan updates – We build long-term strategies that last.
❌ Figuring it out alone – Our expert team guides you every step of the way.
❌ Waiting for a “perfect” time – The best time to start is NOW.

Estate planning isn’t just about paperwork—it’s about securing your family’s future. And it’s easier than you think.

Estate Planning Shouldn’t Be Overwhelming – We Make It Easy

We understand estate planning feels complicated, but we’ve simplified the process for you.

Here’s What You WON’T Have to Worry About:

Estate planning isn’t just about paperwork—it’s about securing your family’s future. And it’s easier than you think.

Your Family Deserves Peace of Mind—And So Do You

Imagine the relief of knowing everything is handled. No probate stress, no family conflicts, no government interference—just a solid, legally sound plan.

✅ Your children are provided for, with clear guardianship decisions.
✅ Your spouse inherits without court delays.
✅ Your estate transfers efficiently, with minimal taxes.
✅ Your legacy remains intact, exactly as you intended.

Your Family Deserves Peace of Mind—And So Do You

Imagine the relief of knowing everything is handled. No probate stress, no family conflicts, no government interference—just a solid, legally sound plan.

FREQUENTLY ASKED QUESTIONS

What is estate planning, and why is it important?

Estate planning involves organizing the management and distribution of your assets after your death or during incapacitation. A well-designed estate plan ensures your wishes are honored, minimizes taxes and expenses, and provides clarity for your loved ones during challenging times.

What constitutes my "estate"?

Your estate includes all property owned by you at the time of your death, such as real estate, bank accounts, investments, personal belongings like jewelry and vehicles, business interests, and retirement accounts.

Do I need a will if I have a living trust?

Yes, even with a living trust, it’s advisable to have a “pour-over” will to capture any assets not transferred into the trust during your lifetime. This ensures all assets are distributed according to your wishes and helps avoid probate for those assets.

What happens if I die without a will in Florida?

Dying without a will means your estate is distributed according to Florida’s intestacy laws, which may not align with your wishes. Typically, assets are distributed to closest family members, starting with the surviving spouse and children.

How often should I update my estate plan?

It’s recommended to review and potentially update your estate plan every three years or after major life events, such as marriage, divorce, the birth of a child, significant changes in financial status, or the death of a beneficiary.

What is probate, and should it be avoided?

Probate is the legal process of validating a will and distributing assets under court supervision. Many aim to avoid probate due to its time-consuming and complex nature. Strategies like establishing trusts can help bypass this process.

What is a durable power of attorney, and why is it important?

A durable power of attorney is a legal document that allows a designated person to manage your financial and legal affairs if you become incapacitated. This ensures your affairs are handled without the need for court-appointed guardianship.

How can I ensure my minor children are cared for if something happens to me?

Through your will, you can nominate a guardian for your minor children, ensuring they are cared for by someone you trust. Without such designation, the court will appoint a guardian, which may not align with your preferences.

What is a living will or advance healthcare directive?

A living will, also known as an advance healthcare directive, is a legal document that specifies your wishes regarding medical treatments and life-sustaining procedures if you’re unable to communicate them yourself.

Can I include charitable donations in my estate plan?

Yes, you can designate specific assets or amounts to be donated to charities of your choice through your will or trust, allowing you to support causes important to you even after your passing.