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WHAT IS ESTATE PLANNING?

PROBATE, REVOCABLE TRUSTS, AND ESTATE PLANNING IN MIAMI BEACH

As a Miami-Dade County Probate, Trust, and Estate Planning Attorney, I want to explain how estate planning works.

WHAT IS ESTATE PLANNING?

For my clients, estate planning is an emotional process where they face their mortality and plan for their death. Whether they are 30 or 80, the process is similar. We discuss their loved ones and assets and how they wish for things to go when they pass away.  For my youngest clients, usually young parents, estate planning includes naming the person/people to raise their children. For my clients in the middle, estate planning might include long term care insurance planning. For those further along in age, estate planning also means prepaid burials/cremation plans. Regardless of age, estate planning is extremely important for those people with assets and loved ones.

For me, Ally M. Glaser, estate planning is the process of creating documents to match my client’s wishes while protecting their loved ones and assets in the case of death or incapacity. A trust can protect you in Florida from probate and guardianship court involvement.  The first step of creating a trust in Florida is to hire a trust attorney.  I am experienced in Trust creation and can assist you in these matters.

HOW LONG IS THE ESTATE PLANNING PROCESS?

The length of time to complete an estate plan depends on when the information is provided to me regarding your loved ones, wishes, and assets; and how fast we need to work. If there is no pending surgery or big trip coming, we can take our time and create together. I prefer to allow the process to take whatever time is needed. This is beneficial to both of us, as my rates are usually project based and thus the hours it takes us is not important.

WHY SHOULD I USE AN ATTORNEY IN MIAMI BEACH, FLORIDA?

As an attorney in Miami Beach, Florida with over twenty years of experience, I am knowledgeable and comfortable discussing estate planning matters and all of the details involved in creating a personalized estate plan for you. I am skilled in protecting both your assets and loved ones and have both a law and psychology degree allowing me to easily navigate through this sensitive area of law. I have a unique method to estate planning and even assist my client’s by recommending they creating letters to their children and loved ones as beneficiaries would much prefer a personal letter along with the estate planning documents.

ALLY GLASER PA IN MIAMI BEACH, FLORIDA IS UNIQUE

My firm, Ally Glaser, PA, in Miami Beach, Florida, is a unique, boutique law firm. We do holistic estate planning and also handle probate and trust administration matters with care and concern for the loved ones left behind. I am happy to help you during these challenging times.

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I KNOW I WANT A REVOCABLE TRUST, WHO SHOULD I NAME AS MY TRUSTEE IN FLORIDA?

PROBATE, REVOCABLE TRUSTS, AND ESTATE PLANNING IN MIAMI BEACH

As a Miami-Dade County Probate, Trust, and Estate Planning Attorney, I wanted to explain how to choose your personal representative, health care surrogate, power of attorney, personal representative/executor and trustee.

I KNOW I WANT A REVOCABLE TRUST, WHO SHOULD I NAME AS MY TRUSTEE IN FLORIDA?

Who would you want to carry out your wishes when you pass away? This person should be trustworthy, sensible, and available for this job. Depending on your assets and the level of complication, this could be a small job or a very large, time-consuming commitment. It is a good idea to ask the person you have selected if they agree to do this job. Once this is accomplished, the trust creation process can begin.

A trust can protect you in Florida from probate and guardianship court involvement.  The first step of creating a trust in Florida is to hire a trust attorney.  Ally Glaser, PA is experienced in Trust creation and can assist you in these matters.

WHO SHOULD I NAME AS MY HEALTH CARE SURROGATE?

Who do you want in charge, of your health care, making decisions for you if you are not able? This person, like the trustee, should be trustworthy, sensible, and available for this responsibility. The person selected will use your Health Care Directive Document to guide them in making heath care decisions on your behalf if you are not able. This person may be the same or different than your choice for trustee. For example, there might be a great candidate for trustee, but that same person might be extremely uncomfortable in medical situations. In this situation, you could choose one person for health care matters and another to handle your financial matters.

WHY SHOULD I USE AN ATTORNEY IN MIAMI, FLORIDA?

As an attorney in Miami-Dade County, Florida with over twenty years of experience, Ally Glaser, Esquire, is knowledgeable and comfortable discussing estate planning matters and all of the details involved in creating a personalized estate plan for you. She is skilled in protecting both your assets and loved ones and has both a law and psychology degree allowing her to easily navigate through this sensitive area of law.

ALLY GLASER PA IN MIAMI BEACH, FLORIDA IS UNIQUE

At Ally Glaser, PA, in Miami Beach, Florida, we do holistic estate planning and also handle probate and trust administration matters with care and concern for the loved ones left behind.  Ally Glaser, Esquire is happy to help you during these challenging times.

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ESTATE PLANNING VS. PROBATE

What are the fees for estate planning? Are green card residents treated the same as citizens for death tax purposes? How is this different than the tax treatment of foreigners? Do I avoid probate with an unfunded trust?

Estate planning is the process where an Estate Planning attorney assists an individual or couple in protecting their assets and loved ones during their lifetime; while avoiding probate and saving them money, wasted time, and worry surrounding their death or incapacity.

Probate is a costly, public, and expensive court process that can be avoided with proper estate planning. A revocable trust can be created and if properly funded can avoid probate. An Estate Planning attorney is needed to assess each individual situation and determine the best plan of action.

Attorney fees at Ally Glaser, PA, are flat fees, hourly fees, or a combination of both.

At Ally Glaser, PA, we do holistic estate planning and we also handle probate and trust administration matters with care and concern for the loved ones left behind. We are happy to help you during these difficult times and decisions.