ESTATE PLANNING IN MIAMI BEACH, FLORIDA-TO TRUST OR NOT TO TRUST?

July 24, 2026

I was on vacation far away on a group tour of an ancient archeological wonder and met a New York self proclaimed estate planning attorney and his wife. He discovered I was a Miami Beach estate planning attorney and had numerous questions. He was planning on changing his residency to Florida and wanted to see what we did differently. His biggest surprise came when I said a trust is a must!!!  

WHAT ARE MY TOP TEN REASONS REVOCABLE TRUSTS ARE MY #1 GO TO ESTATE PLANNING TOOL FOR MY CLIENTS?

  1. You can be your own trustee during life and control all of your assets.
  2. You can maintain the step up benefit at death. 
  3. You can get specific with your wishes and they must be followed by your successor trustee. 
  4. You can use your social security number during life with your revocable trust. 
  5. There are no extra tax filings during life with a revocable trust. 
  6. You can organize your assets in your trust and move them as you wish. 
  7. Your trust is private, not recorded and not filed anywhere.
  8. Your trust can be changed by you at any time and for any reason.
  9. Revocable trusts protect you in life and in death.
  10. Revocable trusts avoid probate and guardianships when done correctly. 

WHAT’S  THE PROBLEM WITH A REGULAR WILL? 

The problem with a regular will is it is only a map for the probate court to follow. Thus, probate court is required with a will. Probate court is time consuming and paper heavy as there are many requirements. For example, even if you are married to the person who passed away, you must prove it to the court.The numerous rules of the probate court are meant to protect the loved ones, yet often cause unecessary delays and probates are very expensive. 

WHY SHOULD I USE ALLY M. GLASER, PA TO HANDLE MY WILLS AND TRUSTS, ESTATE PLANNING, AND PROBATE MATTERS?

I sell peace of mind and protect my clients and their loved ones with my holistic approach to estate planning. I am authentic, knowledgeable, and caring. As an Estate Planning, Wills and Trusts and Probate Attorney in Miami Beach, Florida with over thirty years of experience and both a Psychology and Law degree, I handle these matters with knowledge and sensitivity. I am familiar and comfortable with both the Miami-Dade probate court system and Broward County probate court and I know how to get things done. I handle both estate planning and probate cases, thus, I am familiar with the challenges of each and provide my clients with additional protections. I am happy to help you and your loved ones during this important process. I enjoy helping people plan and have done so for over thirty years. Call or email today and I can protect you and your loved ones too. I look forward to giving you peace of mind and making this an easy process for all involved.