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Think Estate Planning is Only for the Wealthy? Think Again…

Giving Money Bag
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Got Kids? Name their guardians!

Got a Pet? Make sure someone is prepared to care for it when you can’t.

Got Perfect Health? Neither do we, so make sure you have a Power of Attorney, Healthcare Surrogate and Living Will. That way someone can help you if anything should happen.

Got Bills? If something happens to you and you’re in a temporary coma, who will pay your rent, mortgage, credit cards, etc.? Even worse, if you die, do you really want what little you’ve left for your family to be eaten up by late fees and interest?

Got Bank Accounts? You can access them in an emergency, but if you’re in a coma or even pass away, your friendly bank teller becomes very temperamental with your money.

Got Property? Make sure it goes to whom it is intended – the Government gets enough. Additionally, if you own property jointly, you might be very surprised at who owns what if one of you dies.

Got Online Accounts? (Facebook, Online Banking, Twitter, Email, etc.) Make sure you have given legal access to someone that will have access to them if anything should happen to you.

This article is written by Florida attorneys and only considers Florida law in place at the time of publication. This article should not be relied upon as a substitute for legal advice and one should always consult with an attorney in their state before making any legal decisions.

At The Estate Plan, we take pride in serving our clients with compassion, competence and creativity. After all, we’re all unique. It takes a special comfort and confidence to trust someone to handle protecting one’s family and possessions. We appreciate being that person for so many families. If you are interested in coming in for a consultation, do not hesitate to contact us at (305) 665–8888.

Client Reviews
Matt helped me resolve my case and was very efficient. I would recommend him to everyone. He made dealing with my case easy and understandable. Anonymous
The team at The Estate Plan was very knowledgeable in resolving my family’s probate case. Matt’s personalized approach was very helpful in my family’s time of need. Matt took the time to explain every process to us and made sure that we understood every action that was taken. Overall, our experience with The Estate Plan and Matthew Gruber was wonderful. Anonymous
Matthew Gruber was very professional. My matter was expertly taken care of and I recommend Matthew and his team for any estate planning needs. Anonymous