You’ve spent years building a life for your family, earning a living, and creating security. It’s hard to think about a time when you won’t be here to enjoy that life with them. But planning ahead for that day is one more gift you can give to your loved ones. By creating an estate plan, you ensure that your family knows your wishes and has the ability to carry them out. That assurance provides stability and peace of mind when they need it most.
If you don’t have a last will and testament or estate plan in place when you pass away, the State of Florida decides who receives your property, makes your final arrangements, and administers your estate. When you make a will, you make all those decisions for yourself.
Yes, you definitely should consult a lawyer before making an estate plan. A complete estate plan contains legal documents that must meet specific legal requirements in Florida. If you don’t get help from a lawyer, your estate planning documents may not be valid and enforceable in the state.
Powers of attorney are an essential part of a complete estate plan. These important legal documents protect you during your lifetime, in the event you become incapacitated temporarily or permanently. In your powers of attorney, you designate individuals you trust to make personal, financial, and medical decisions on your behalf. Without these documents, your loved ones may have to file a guardianship petition in court to be able to make decisions for you.
Florida probate law requires some estates and some assets to go through the formal probate process. But every estate must go through a settlement process called estate administration. Cameron Loh helps you settle your deceased loved one’s estate, regardless of what Florida process applies.
In providing estate planning and probate services to Florida clients in Charlotte County and Sarasota County, our detailed attention to the personal goals and needs of each client and our exceptional client service set us apart.
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