Trusts, Probates, And Estate Planning

No one likes to talk about death, but everyone should have a plan in place. Even if death is not on your mind, a good estate plan can help you protect your assets and can help your family avoid probate if the unexpected happens. Although estate planning can be intimidating and difficult, we are here to help you put together a plan that works for you and helps your family and loved ones.

Trusts

A trust is just one way you can prepare for the unexpected and protect your assets. Creating a trust during your life can allow you to control your property now, but avoid the cost and expense of a probate later. With the proper setup and deeds, a trust may also allow you to keep your homestead rights under Florida’s Constitution. Please contact us for more information about forming a trust suitable to your needs.

Wills

A will can provide direction in uncertain time. Everyone has a friend or family member who passed away without a will and left so many questions unanswered. Don’t let this happen to your loved once. Prepare. Whether you want a simple or a detailed will, we will take the time to learn about your situation and advise you as to the best methods of planning for the worst-case scenario. For more information or to schedule a consultation, please call or email us.

Probate

Often, family members of deceased loved ones experience difficulties refinancing or selling property left to them in a will or by operation of law because the deceased person’s estate was never probated. When real estate passes from one person to another by will, or by normal intestate succession upon their death, it is necessary for a Probate Action to be filed in the state where the property is located.

Our firm helps clients quickly ascertain and evaluate what they need in order to clear title to the property so that the property can be sold, refinanced, or properly held by the new owners. In some instances, this process can be done in as little as one week. For more complicated matters, the probate process can take several months.

For assistance with probate matters, contact us to discuss your particular situation.