Miami EState Plans

Helping Families Build Estate Plans That Work

The Firm’s Goal – Effective Estate Planning

Estate planning can feel like a daunting task — many decisions must be made about difficult subjects. I strive to make estate planning easier. You are the expert about your family. I know your legal options. By listening carefully to your wishes and answering your questions about the law and your options, together we will craft an estate plan that you understand and gives you peace of mind.

Effective Estate Planning also involves the practical issues. For example — how will your successor trustee know what assets are in your trust? How will that person know what bills need to be paid? In addition to preparing your legal documents, I will also help you complete the practical steps that will lead to a smooth transition for your family at the time of incapacity or death.

Educating My Client

What Is My Estate

To plan your estate, you should know what it is. Usually, the word “estate” refers to either your “taxable estate” or your “probate estate.” What’s the difference? In brief… think of your taxable estate as EVERYTHING; and your probate estate as a . . .

What Is Probate

When a person dies owning assets in his or her individual name, the only person entitled to manage those assets is gone. The probate court must appoint someone to replace the deceased, giving that person the power to handle the deceased’s assets.

What Is A Trust

There are many types of trusts. A Revocable Living Trust (RLT) is probably what you’re thinking of if you ask this question. A RLT is an important part of many estate plans. Revocable means the trust is fully amendable and can be revoked…