is for every husband, wife, mother, father, grandparent, business owner, professional, or anyone else who has someone they care about, are concerned about providing responsibly for their own well being and for the well being of those they love, and for anyone who seeks to make a difference in the lives of others after they're gone. Estate planning is not 'death planning'; it's 'life planning', and an essential and rewarding process for individuals and families who engage in it.
A Will (formerly referred to as Last Will and Testament)
is a legal document requiring formal execution that disposes of property after death. Using the traditional estate planning
, clients own their assets, individually or jointly depending on their circumstances, and their Will would direct where their assets (without prior beneficiary designation) would go upon their death. You can think of a Will as a type of map instructing how to get from Point A (prior to death when you own the assets), to Point B (after death when your beneficiaries come to own the assets).
is a legal arrangement that provides for the ownership, management and distribution of property. Think of a trust as a "bucket" into which you place your property. When you “fund
” the trust, you place some or all of your property in the name of the trust ... like placing the items in a bucket. The text of the trust is your set of detailed instructions that include such things as: what's in your bucket; who manages and takes care of what's in your bucket; who will get to benefit from what's in your bucket; how often can the Trustee take from the bucket; what can be removed from the bucket; and why removals from the bucket are allowed.
of your estate is a responsibility of your trustee. We will be there to assist your trustee administer your trust in accordance with your direction and in the interests of the beneficiaries.
If you have not appointed a guardian
prior to becoming incapacitated, your loved ones will be forced to go through the Courts to have a guardian appointed for you. Your loved ones will appreciate the fact that you appointed a guardian, because the last place they want to be when you are ill is in a courtroom.
is the Court-supervised process of identifying and collecting the assets of a decedent, paying the decedent's debts, and distributing the balance to the decedent's beneficiaries.
My family law practice i
s focused on providing clients with the legal counsel they needs at what is probably the most emotional time of their life. I assist my clients in making rational and logical decisions and, if necessary, will argue before the Court to ensure they receive everything they are legally entitled to under Florida law. My goal is that each and every one of my clients survive the divorce experience realizing that their life is not over, just different.