Protecting WhatYou've Built
Estate planning isn't just for the wealthy. It's for anyone who has people they love, assets they've worked for, or wishes they want honored. Without a plan, Florida law makes those decisions for you.
I work with individuals and families to build estate plans that are practical, legally sound, and tailored to your specific situation. You get direct access, clear answers, and documents that actually reflect your intentions.
Estate Planning Services
Wills
A will is the foundation of any estate plan. It directs how your assets are distributed, names guardians for minor children, and designates an executor to carry out your wishes. Without one, Florida law decides for you.
Revocable Living Trusts
A revocable living trust allows your estate to transfer to your beneficiaries without going through probate, keeping matters private and efficient. You retain full control during your lifetime and can amend or revoke the trust at any time.
Powers of Attorney
A durable power of attorney designates someone to manage your financial and legal affairs if you become incapacitated. Without one, your family may need to petition the court for guardianship, a costly and time-consuming process.
Health Care Directives
Health care directives ensure your medical wishes are honored when you cannot speak for yourself. These documents give your designated agent the authority to make decisions aligned with your values and preferences.
Asset Protection Planning
Strategic planning to protect your assets from creditors, lawsuits, and unexpected claims while preserving them for the people you care about. Asset protection works best when planned early.
Estate Planning Reviews
Life changes, and your estate plan should too. Marriage, divorce, the birth of a child, or a significant change in assets are all reasons to review and update your existing documents.
Estate Planning FAQ
Do I need an estate plan if I don't have a lot of assets?
Yes. Estate planning isn't just about wealth. It's about designating who makes decisions for you if you can't, who cares for your children, and how your wishes are carried out. Everyone benefits from at minimum a will, health care directive, and power of attorney.
What's the difference between a will and a living trust?
A will takes effect at death and goes through probate (a public court process). A living trust transfers assets to beneficiaries privately and without probate. Many comprehensive estate plans include both.
What happens if I die without a will in Florida?
Florida's intestacy laws determine how your assets are distributed, which may not align with your wishes. Your spouse, children, or other relatives inherit according to a statutory formula, and a court appoints an administrator rather than someone you chose.
Can I update my estate plan later?
Yes. A revocable living trust and most other estate planning documents can be amended or revoked as long as you are competent. It is good practice to review your plan every few years or after major life events.
How long does it take to complete an estate plan?
Most straightforward estate plans can be completed within a few weeks. More complex situations involving business interests, blended families, or significant assets may take longer. We work efficiently to get your documents in place.
Ready to get started?
Call or contact us for a free consultation with no obligation.