ESTATE PLANNING IN MIAMI BEACH, FLORIDA, WHAT DO YOU NEED TO KNOW?
To begin estate planning you need to know who you want to put in charge of your finances, health care, and even children or pets if you are deceased or unable to care for them. If you are single, all decisions are yours to choose. If you are partnered or married, some of these decisions must be determined as a team.
WHAT ASSETS COUNT FOR ESTATE PLANNING?
All of your assets must be considered for your estate planning. This includes bank accounts, investments, real estate, partnership/corporate ownership, life insurance and so much more. Additional assets could be residual earnings from inventions, sales of books, movies, or even structured settlements. I had a client who was a retired attorney from New York who moved to Miami Beach; his biggest source of income was from structured settlements from his very lucrative career as a personal injury attorney specializing in tobacco litigation.
WHAT ARE THE FEES FOR WILLS AND TRUSTS?
Fees for estate planning are determined on our initial phone call and due in full at our first in person meeting. The nature of estate planning is we are planning because you have assets and loved ones. Upon receiving payment and your information and wishes, I begin the work. There are no partial payments or payment plans.
WHAT ELSE SHOULD I DO AS PART OF MY ESTATE PLANNING PROCESS?
Estate planning is not only about your assets and loved ones. Airline miles, hotel points, passwords, and important papers of ownership should all be kept in a safe, accessible place in the case of your death or disability. Furthermore, I recommend a current asset sheet to be updated when needed and letters to your loved ones as important parts of your planning. All of these helpful documents can be placed in your home safe with your original will, trust, health care documents, and powers of attorney for easy access if needed.
As a Miami Beach Estate Planning, Wills and Trusts and Probate Attorney in Miami Beach, Florida with over twenty-eight 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. I handle both estate planning and probate cases, thus, 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.