Thoughtful estate planning lets you choose how your hard-earned assets will be distributed after you pass away. It also enables you to appoint the right people to manage your finances and make healthcare choices if you can’t.
A last will is the foundation of any estate plan. It provides clear instructions on how you want your money, property, and possessions distributed.
They will also assign an executor to handle matters after you’re gone. This involves essential tasks like:
Carefully choosing your executor is essential to ensuring your estate is administered correctly.
A durable power of attorney allows someone to act in your best interest if you cannot. It remains valid even if you become mentally or physically incapacitated.
Choosing the right person for the role is critical. It should be someone who is both trustworthy and financially responsible and can perform tasks like:
Upon your death, all assets in your revocable trust will pass immediately to the beneficiaries according to your wishes.
Naming guardians in advance allows you to thoughtfully choose people who share your values to care for your children if you and your partner were to die.
Choosing guardians you trust to raise your children according to your principles is a gift of love and guidance.
A living will details the specific treatments and life-extending measures you do or do not want at life’s end. Specifying your preferences provides comfort that your choices will be respected and relieves your family of having to make these difficult decisions.
A healthcare surrogate will serve as your voice if you cannot speak for yourself. This prevents possible disagreements between family members over treatment options.
The process begins with a complimentary consultation with our St. Petersburg estate planning attorneys. During the consultation, we’ll learn more about your concerns and personal circumstances.
Once we have the details, we create a tailored estate plan just for you. Should your situation change, we will review and update your plan accordingly.