An estate plan communicates your wishes for asset distribution and end-of life decisions upon your death or incapacity. The exact scope and specifications of this plan vary according to individual needs, and a knowledgeable estate planning lawyer can help you find your best options.
At the law firm of Deborah Doliner P.A., we can help you or a loved one in the creation of a comprehensive and effective estate plan. Our Miami law firm provides trusted advice and guidance for a range of needs, from preparing a simple will to solutions for a complex estate. No matter what estate planning services you require, we will deliver legally sound solutions as efficiently and cost-effectively as possible.
Offering Comprehensive, Customized Estate Plans
As stated above, the exact specifications of your estate plan will vary depending on individual circumstances and your wishes. However, most complete estate plans focus on a combination of the following:
- Establishing a plan to distribute your assets upon your death — A basic plan would include a will, revocable trust, beneficiary designation forms and a memorandum for tangible personal property. More sophisticated plans may also include irrevocable trusts, business succession decisions, special needs planning for a child with a disability, gifting strategies, provisions for a life partner or blended families, and transfer tax plans.
- Developing documentation for property and health care decisions in the event of your incapacity — This can include establishing a durable power of attorney, health care surrogate, living will, revocable trust (living trust) and preneed guardian.
- Evaluating the need for strategy to minimize estate taxes — Fortunately, recent changes have made an estate tax exemption for estates under $5,340,000. If your estate is in excess of this, we can help to evaluate your options to reduce or minimize the impact of estate tax liabilities in the event of your death.
- Reviewing your current plan — Our firm can also review your existing estate plan documents to determine if they meet your current goals and conform to current Florida tax and property laws. This is particularly important for individuals who have recently moved to the state.
For professional, affordable estate planning representation, contact Deborah Doliner P.A. at 305-662-9997 or by email. We offer free 15-minute telephone consultations and in-person consultations for a nominal fee.