Working with an experienced attorney is essential whether you are planning for the future by creating a will or going through the probate process for a recently deceased friend or family member. Thorough planning will include a Last Will, a Living Will, a designation of a health care surrogate, and a Power of Attorney at a minimum. Commonly clients also need a simple trust set up to protect their home and other assets depending upon their plans. Parents of minor children will also need a Pre-Need Guardianship. A solid understanding of Florida and Federal statutes is needed. The attorneys at Mario, Gunde, Peters, Rhoden & Kelley have the comprehensive knowledge needed to assist you in either area. Call us for a free consultation to review your planning documents or to start planning. Same day appointments are available.
Many people do not feel they have enough assets to need an estate plan. Well, an estate plan sounds fancy but your plan is specific to you. If you own a house and have modest savings there are things you can do to plan for yourself and your family or if you have a large estate with a big house and many investments there are things you should do to plan – no matter what you have you can plan for retirement and long term care. Read more in an article by Attorney Bonnie Klein Rhoden: A Story About Your Home, Your Heirs And Probate covering planning and execution of the plan.
Drafting a will is one of the most important things that you can do to protect your family and your assets from unnecessary taxes, liens, or other complications. If you pass away without a will the State of Florida will distribute your assets as part of a lengthy and expensive process. You probably would not agree with the results. Call us today to make sure your wishes will be honored.
Whether your estate requires a will or a trust or perhaps both is an important consideration that should be undertaken with the advice of your attorney, tax advisor, and financial planner. There are many types of trusts and different types of wills. You want to be sure you have the best documents in your planning portfolio for your specific situation. This article will provide you a brief overview of wills and trusts and you will have a good starting point for your meeting with your planning attorney. A trust is not right for everyone but it may be an option that you need to accomplish your goals relating to passing assets to children or grandchildren, incapacity planning, and tax optimization.
You may, as part of your estate planning or as an independent decision, appoint a person to be your health care surrogate. This health care surrogate is given authority to make medical decisions for you should you become incapacitated temporarily or long-term. This is an important document in Florida and there is no better time to complete it than when you are finalizing your will. Call us today for a free consultation to review your will or discuss your planning needs.
All competent adults have the right to determine what decisions will be made about their medical care. This includes the right to consent to or refuse medical care. A living will can also provide that your life not be artificially prolonged if there is no reasonable probability of recovery. Your directives must be in writing in the State of Florida in order for medical professionals and caregivers to carry them out. Take this burden off your family and call today to make your living will. Your consultation is always free.
An important part of estate planning is a Durable Power of Attorney. This is a document that allows someone you designate (your Agent) to handle your financial and other affairs. Call us today to find out how a Durable Power of Attorney can help you plan for the future, consultations are always free.
The court can appoint a guardian when a person has become incapacitated in the eyes of the law. Guardianships can be arranged for both minors and adults with specific requirements and rules for each guardian type. Proper planning can avoid the need for a court appointed guardian. If you think you may need a guardian for a family member or friend, our attorneys can help you navigate this process in a compassionate manner. We work to allow you to concentrate on caring for your loved one. Call us today with your guardianship questions or come in for a free consultation. Also read more about including a Declaration of Preneed Guardian in your estate planning.
Probate is a legal process designed to help transfer the estate of someone who has died in a fair and orderly manner. This includes distribution of assets and paying any outstanding debts the deceased might have. The process of probate can be complicated with its many rules and forms so the assistance of a compassionate, knowledgeable attorney can make your experience faster, less stressful, and you can avoid unnecessary expenses. If a loved one has passed or if you need to plan for your family call with your questions, consultations are always free.
See here for a Probate Primer to give you some basic facts about the probate process whether you are a Personal Representative or are creating your estate plan and Last Will.