ESTATE PLANNING IN MIAMI BEACH, FLORIDA-WHAT IS PEACEFUL PLANNING AND WHY DO I NEED ESTATE PLANNING?

If you have assets and loved ones that you care about, estate planning is for you! Without proper estate planning, assets get held up in probate court and cause tremendous delays. If you want to avoid probate and fighting among those you love, protect them with a solid estate plan.  

HOW CAN I PREVENT PROBATE NIGHTMARES AND OTHER DELAYS? DO A REVOCABLE TRUST, IT’S A MUST!

Revocable trusts protect your assets and loved ones and give you freedom in life and at death and beyond. In its most simple terms, a revocable trust is like a suitcase and holds all of your lifetime possessions if created, funded, and signed properly. For example, your real estate, business ownership shares, bank accounts, investments, and other assets can all be held by your trust. 

IS A REVOCABLE TRUST PERMANENT? CAN IT BE CHANGED?

No, a revocable trust becomes permanent and irrevocable at death; but until then, while you are competent and capable, you can make any changes as long as you are competent and capable. This gives you freedom and flexibility. The ability to make changes is nice in many instances, especially with kids who begin as babies in a trust created many years ago and are now mature, responsible adults.

DOES A REVOCABLE TRUST REQUIRE A TAX ID# AND SEPARATE TAX RETURNS DONE EACH YEAR?

No. A revocable trust uses your social security number during life and does not require any tax documents. There are no filing requirements during life. Upon the grantor’s death, the trust becomes irrevocable. 

WHEN IS THE PERFECT TIME TO PLAN?

The perfect time to plan is now! Peace of mind is priceless, why wait? Call today to get started on your peaceful planning and protect your assets and your loved ones. 

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 almost 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 almost 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.