Estate Planning In Miami Florida

Estate Planning In Miami Florida

Experienced estate planning team in Miami

Estate Planning Services

A well thought out estate plan can offer peace of mind and protection for you and your family in the most precarious situations of life. Beyond this, effective estate planning can help you reach important financial goals and clearly designate your end of life wishes. At The Estate Plan, our goal is to make the estate planning process as comprehensive and clear-cut as possible.

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Wills

A Will is the most basic form of estate planning. A Will gives an individual the freedom to dispose of his or her property as they choose, but it is important to ensure that the Will is valid. If someone dies without a Will, they are said to have died intestate, which means that their assets will be distributed according to the Florida statutes.

Trusts

There are several types of trusts that can be created to protect assets and ensure the appropriate passage of wealth to beneficiaries. The most common trusts are: Inter Vivos Trust (aka “Revocable Living trust”), Testamentary Trust, Irrevocable Trust

Living Wills

A Living Will is different from a normal Will in that it specifically provides your personal choices involving your body as it relates to end-of-life medical treatment.

Healthcare Advance Directives

The term Healthcare Advance Directive encompasses a set of documents that deal with your medical care and end of life conditions and preferences. It includes: Designation of Healthcare, Surrogate, Living Will, HIPAA Release, Do Not Resuscitate Order (“DNRO”)

Powers Of Attorney (POA)

A POA is a document that allows you to appoint a person or entity to act on your behalf if you are unable to do so for all matters involving your property, finances and almost everything else (except medical duties – those are more often reserved for your agents named in your health care advance directives).

Have questions about how to get started on your estate plan or estate needs?

Have questions about how to get started
on your estate plan or estate needs?

Contact the experienced estate planning professionals at The Estate Plan
by calling us at (305) 677-8489.

Contact the experienced estate planning professionals at The Estate Plan by calling us at
(305) 677-8489.