ESTATE PLANNING IN MIAMI BEACH, FLORIDA, IS ESTATE PLANNING ONLY FOR THE ELDERLY?
Estate planning is not just for old people. A young couple called last week when the husband of 42 years old was diagnosed with cancer. They want to do estate planning to protect the family and their children. An older woman called who is going through chemotherapy treatments and wants to get her assets and wishes in order. Estate planning is not just for sick people, estate planning is for everyone.
As an estate planning attorney in Miami Beach for over twenty-six years I have seen it all. I have single people with separate assets, married people with separate assets, and many people married or single with joint assets. The most common is a combination of it all and those are the best clients for me. These people can benefit the most from a great estate plan.
WHEN SHOULD I DO ESTATE PLANNING? ARE YOU READY?
Estate planning is for everyone. Death and taxes are the only guarantees in life so you might as well plan properly for both. Estate planning is a process. Clients come to me when they are ready. They know who they want in charge and how they want to leave their assets. I discuss each client’s goals, loved ones, wishes, and the law and create a unique estate plan for each client.
HOW CAN A MIAMI -DADE PROBATE CASE BE PREVENTED?
I am the probate attorney in a Miami-Dade probate case where there was a bank account with no listed beneficiary. Bank accounts are the easiest way to prevent probate. A person simply tells the institution and completes their required form naming someone as the POD (paid-on-death) beneficiary. When doing this, please list alternates, so if they die, you have more options. Another way to avoid probate court involvement in Miami-Dade County is to own real estate as joint tenants. This deed must be done correctly to avoid probate court.
The best way to avoid probate court is to place your investments, businesses, bank accounts, and real estate into a trust. You can avoid probate by taking all the assets owned in your name alone with no paid on death beneficiary and funding your trust, or moving all assets into your trust during your life, protecting both your assets and your loved ones.
WHY SHOULD I USE ALLY M. GLASER, PA TO HANDLE YOUR WILLS AND TRUSTS, ESTATE PLANNING IN MIAMI BEACH,FL AND MIAMI-DADE AND BROWARD PROBATE MATTERS?
As a Miami Beach Estate Planning, Wills and Trusts and Probate Attorney in Miami Beach, Florida with over twenty-six 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 know how to get things done. Additionally, because I do both estate planning and probate law, I am familiar with the challenges of each and provide my clients with additional protections. Call or email me today to discuss your Miami Beach, Florida Estate Planning, Wills and Trusts and Miami-Dade County, Florida Probate matters. I am happy to help you and your loved ones during this important process.