HOW DO I AVOID PROBATE COURT IN MIAMI -DADE COUNTY, FL?

To avoid probate court involvement and the need for a probate lawyer in Miami-Dade County you can have joint assets, owned by two or more adults; or paid on death beneficiaries. However, you cannot do this with your minor children. With minor children, you must create and fund a trust to be properly protected from both guardianship and probate court involvement.

WHAT IF MY ADULT JOINT OWNER OR PAID ON BENEFICIARY DIES?

When both joint owners or paid-on- death beneficiaries die and no action is taken to change the beneficiary or retitle the asset, two or more probates are now required.Thus, wasting the surviving loved one’s time and money. This all can be prevented with proper estate planning. 

HOW DO WE GET STARTED WITH OUR ESTATE PLANNING IN MIAMI BEACH, FL?

The first step to a great estate plan is having full knowledge of your assets and loved ones. Thus, a list of all of your assets and how each asset is titled is very helpful. In addition, please have the basic information for at least two people that you trust to carry out your wishes with regards to heath care and financial matters. Thirdly, create a list of those people that you want to leave your assets to with their name, contact information, and date of birth. If your beneficiary is a charity, please collect their website, email address, and their EIN number. Once you have collected this information, you are ready to hire an estate planning attorney in Miami Beach, Florida and begin the estate planning process.

WHAT ARE THE FIVE BASIC ESTATE PLANNING DOCUMENTS?

There are three financial documents and two health care documents in basic estate planning. The two health care documents explain who makes health care decisions for you if are unable and your specific wishes regarding this care. The three financial documents include a Power of Attorney, a Last Will and Testament, and a trust. 

WHY SHOULD YOU USE ALLY M. GLASER, PA TO HANDLE YOUR WILLS AND TRUSTS, ESTATE PLANNING IN MIAMI BEACH AND MIAMI-DADE AND BROWARD PROBATE MATTERS?As a Miami Beach Estate Planning, Wills and Trusts and Probate Attorney in Miami Beach 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 Broward County and Miami-Dade probate court system 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 Estate Planning, Wills and Trusts and Miami-Dade County Probate matters.  I am happy to help you and your loved ones during this important process.