Estate Planning

What is an Estate Plan?

An estate plan is a comprehensive strategy for managing and distributing your assets during your life and after your death. It reflects your wishes for your property, your loved ones, and your own care if you become unable to make decisions.

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Basic Documents in an Estate Plan

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• Last Will and Testament: Directs who will receive your assets, and appoints guardians for minor children.

• Durable Power of Attorney: Names someone to handle your financial matters if you become incapacitated.

• Healthcare Surrogate/Healthcare Power of Attorney: Appoints someone to make medical decisions for you if you cannot.

• Living Will: States your preferences for end-of-life care.

• Revocable Living Trust: (optional, but common) Allows your assets to avoid probate and provides additional instructions for asset management.

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Why Is Estate Planning Important?

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• Ensures your wishes are honored.

• Guides your loved ones and reduces family conflict.

• Allows for tax and cost minimization.

• Provides peace of mind by planning for incapacity as well as death.

• Protects minor children and vulnerable beneficiaries.

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Customization for Every Individual

Every estate plan should be tailored to the client’s:

• Age: Young adults may focus on incapacity planning, while parents address guardianship.

• Net Worth: More complex plans may be needed for higher-value or business assets.

• Desires: You decide who receives what, and under what conditions.

• Station in Life: Life stages such as marriage, parenthood, retirement, or business ownership affect estate planning needs.

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Who Needs an Estate Plan?

Every adult age 18 or older should have at least basic planning in place, as unexpected events can happen at any time.

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Why Use a Professional?

A qualified attorney ensures your documents meet legal requirements, addresses Florida-specific laws, and crafts a tailored plan that covers your unique needs and goals—avoiding costly mistakes and future legal complications.