The broad field of “estate planning” involves assisting our clients in planning ahead to empower agents who can make asset and heath care management decisions when the client is in need of such assistance, as well as implementing a plan for distribution of property upon the owner’s death. This planning often takes the form of Wills, Trusts, healthcare and financial management documents, Special Need Trusts, and other pre-need planning.
Proper estate planning does not impose a generic set of documents upon individuals of differing means, circumstances, and concerns. The Spira Law Group will assist you in devising tailored solutions which best achieve your individual planning intentions, and assure that you understand the impact of the document you execute and the rationale that a certain estate planning format will be most beneficial to you. Proper, thorough, and appropriate estate planning documents can provide valuable assistance and permit smooth problem-solving at a time of crisis, and can help avoid more expensive and invasive legal processes which may be required in the absence of these planning tools. Please be advised that drafts, notes, and improperly executed documents which are not compliant with Florida law will fall short of meeting the need at a critical time.
We encourage you to periodically review your existing estate planning documents to assure they reflect your current wishes, needs, and family circumstances. Schedule a review conference to discuss your existing estate planning documents, to assure they are up to date, compliant with Florida law, and effective in their representation of your current intentions.