Elite Practice Areas
A solid estate plan will protect you, your family, and your assets during your lifetime and beyond. Your estate plan begins with a will or a living trust to pass assets after your death, but a comprehensive estate plan includes many other elements. Some examples include advance healthcare directives, powers of attorney, and provision for guardianship of minor children.
Florida is home to more than 3.5 million people aged 65 and older. While the legal protections these older individuals need are often similar to those recommended for their younger counterparts, these issues often come into sharper focus and become more urgent as we age.
When you’ve been appointed trustee or are the successor trustee for a living trust and the grantor passes away, you take on serious responsibilities. Of course, you will feel a sense of obligation to the friend or loved one who entrusted you with management of the trust, but that’s only the beginning. Florida law sets forth specific duties for a trustee.
Medicaid Crisis Planning
The best time to plan for long-term care assistance is long before you need it. However, many people are caught unprepared. With the right guidance, the assistance you need may still be available.
Advance Healthcare Directives
When a serious accident or illness strikes, you may be unable to make or voice decisions about your medical care. At that point, it is typically too late to appoint someone to make those decisions for you or to execute directives that will guide your medical team.
Prenuptial & Postnuptial Agreements
When you marry, you hope it will be forever. But, responsible planning requires considering and preparing for every eventuality. Second marriages and blended families make it more important than ever for both parties to protect their assets and their heirs.
Asset & Divorce Protection Planning
You work hard to build a solid financial foundation for yourself and your family. Of course, you want to ensure that your loved ones and descendants receive the benefit of your efforts. But, that won’t happen by chance. Ensuring that your assets stay in the family requires careful planning.
Starting a new business can be both exciting and overwhelming. Unfortunately, important details sometimes get lost in the flurry of initial activity, and those oversights can leave business owners vulnerable.
Pets are part of the family, and it’s only natural that you would want to protect them just like any other member of your family.
Special Needs Planning
While there are many ways to provide for the needs of healthy heirs and beneficiaries, planning for a loved one with special needs requires great care and attention. Leaving money or property directly to a disabled person in your will or making her a beneficiary of a standard living trust can put critical benefits at risk.