Estate Planning
Having the right documents in place can provide a huge benefit to yourself and your family. Basic documents such a durable power of attorney or healthcare advance directive can help your loved ones take care of you as you age. Wills, trusts, and proper beneficiary designations can also save your family a lot of time and money in the event of your death. We understand that this can be a tough topic to discuss, but our philosophy is to make it as painless as possible for you and your family.
Trust Administration
The Trustee of a trust is faced with a complicated set of requirements and duties. On one hand, the Trustee is responsible to the trust beneficiaries and owes them a fiduciary duty to properly manage and distribute trust assets. On the other hand, the Trustee is required to abide by the terms of the trust and the Florida Statutes.An attorney experienced with trust administration can help you navigate the requirements and duties owed to the beneficiaries of the trust and the grantor of the trust.
Guardianship
Establishing a guardianship for a loved one can be a very difficult and time consuming process. The laws are designed to protect the alleged incapacitated person’s rights and create a high bar to prove the person lacks capacity. I will work with you step by step on the intricate process and how we can help care for your loved ones.
Probate
The loss of a loved one is a very difficult time for any family. Dealing with the legal issues that arise can be confusing and time consuming. An experienced probate attorney can assist you through this period with minimal impact on your daily life, and with minimal expense to you and your family.