Estate Planning ensures that your property and assets will pass to your loved ones in the manner you wish, while minimizing the amount of taxes payable upon your death. Our estate planning practice covers a wide range of needs including the preparation of wills and codicils, the creation of trusts, the preparation of durable powers of attorney, limited powers of attorney, and other similar instruments to assist with the management and ultimate passing of assets upon death. Estate planning should also include medical needs planning such as a living will, health care designation and power of attorney for health care decision making and planning for disability should someone become disabled and unable to work.
Probate is a judicial proceeding in which the assets of a deceased person are collected, creditors are notified and paid, estate taxes are paid, and the remaining assets and property are distributed to the heirs by law, or as expressed in a Will. We assist personal representatives (executors) and surviving family members with all aspects of the Florida probate process. Additionally, we assist out of state personal representatives (executors) and surviving family members with Florida judicial administration of Florida assets owned by deceased residents of other states.