Wills, Trusts & Estate Planning

While no one wants to think about death or disability, establishing an estate plan is one of the most important steps you can take to protect yourself and your loved ones. Proper estate planning not only puts you in charge of your finances, it can also spare your...

Last Will and Testament A Last Will and Testament (“Will”) is an instruction to a probate judge on how to distribute your assets upon your death, if your assets are left in your name alone (no other person or persons are named in the title), and/or if you have not...

In this legal document, you assign a person as your "agent" who will act in your place, managing assets titled in your name. An agent named under a power of attorney has no authority over assets you have titled into a trust – only a trustee can manage assets titled in...

A document in which you name another person to act as your surrogate to make health care decisions if you are unable to. In Florida, without a written health care directive, if you are married, your spouse is automatically your surrogate. If you are unmarried, your...

A special needs trust (also called supplemental needs trusts) is created to ensure that a beneficiary who is disabled in any way and receiving government benefits or an insurance or personal injury settlement does not lose their government benefits or settlement...