Areas of Practice
03. Estate Planning
Estate planning is the process of planning for the distribution of your tangible and intangible property upon death, and may also include planning for your potential incapacity. No matter what your net worth, it is important to have an estate plan in place to be certain that your family is provided for in the event of your death or incapacity. We guide you in identifying your present and potential assets, and prepare a Last Will & Testament that will distribute said assets according to your expressed desire.
Many individuals are under the misconception that Estate Planning is unnecessary when there is a living spouse as they will “automatically inherit” all of the couples assets. In some cases, that may not be the decedent’s intent, nor in the best interest of the surviving spouse. Cases of blended families require clear directives to ensure that every family member old and new understand and receive the percentages intended for each heir.
Preneed Guardianships are especially compelling when you have a history of Alzheimer's in the family. It is paramount to have these documents drafted well before a diagnosis. This document is also important when you have minor children as it gives the parent the peace of mind that they have chosen their minor children's guardian in case of an untimely death or incapacity whether permanent or temporary.
The State of Florida has specific requirements for the preparation of testamentary documents, and it is paramount that you have an attorney draft these documents for you to ensure your intent is properly communicated.