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WHY IS ESTATE PLANNING SO IMPORTANT?

Working with an experienced estate planning attorney to create a comprehensive estate plan can help you
provide for your loved ones, protect your legacy, reduce family conflict, and possibly mitigate tax liability. A
comprehensive estate plan gives you more control over your assets, both during life and after passing. Keep
in mind that you can only authorize wills, trusts, and POAs while you’re in full use of your mental capacity.

That’s why, if you don’t have an estate plan already, you should consult (or recommend your loved one to
consult) an estate planning lawyer as soon as possible

KEY REASONS FOR ESTATE PLANNING

Avoid probate
Time-consuming and expensive
Florida Statutes: 3% of total estate value
Offer peace of mind for you and your family

Protect your legacy
Reduce family conflict
Mitigate tax liability

OUR SOLUTION

Customized plans designed specifically for you and
your needs, that are completely funded and includes
Advanced Directives.

ADVANCE DIRECTIVES

Advance directives are a collection of legal documents
that allow individuals to express their preference

regarding legal and medical treatment if they become
unable to communicate or make decisions.

Many people don't realize that their spouse or adult
children don't automatically have this right. These

documents are for everyone from age 18 to age 108!

Examples of these are:

Durable Power of Attorney
Designation of Healthcare Surrogate
Living Will
Pre need guardian
HIPAA Release Forms

Final Disposition