Estate Planning

Estate Planning

Guiding Clients Through Estate Planning and the Probate Process

Estate planning is one of those things that tends to hover around the bottom of most peoples’ to-do lists. They understand that leaving behind a comprehensive plan is a good idea, but they are not certain how to go about it.

In fact, sometimes, many people feel that they simply are not wealthy enough to need estate planning or that it is something that is better left for the future.  However, estate planning is a sensible and necessary step that protects your interests as well as the interests of those you love. When seen from this perspective, it becomes clear just how vital it is to engage the services of a seasoned estate planning attorney.

Why Do You Need an Estate Planning Attorney?

Sometimes people are reluctant to hire an attorney to do their estate planning because they came across an online form for a last will and testament, leading them to believe that if they just fill out a form, everything will be okay.  Unfortunately, this rarely is the case. Estate planning tends to be somewhat more complicated than most people realize and stock forms do not always cover a client’s needs. 

The reality is that small errors or omissions, like a missing signature or an overlooked asset are more common than people realize, and can defeat the whole purpose of an estate plan.

This is why it is critical to work with a lawyer who focuses on estate planning. With their experience, they know what to ask and what to look for so that every aspect of your estate is accounted for and protected. This means peace of mind for you and your loved ones.

Protect Your Assets with an Estate Plan

Most people are familiar with wills, which are a vital part of any estate planning strategy. However, wills do not always cover all of a client’s needs, and are not always the best approach to protecting your assets so that you can pass them on to your family, or loved ones

When you work with anestate planning lawyer like the practitioners at Easy Estate Probate, you’ll be guided through the many options that are available to you.

This includes a last will in testament in addition to other critical documents such as:

  • Living Trusts
  • Designation of healthcare Surrogate
  • Durable Power of Attorney
  • Revocable and Irrevocable Trusts
  • Life Insurance Trusts
  • Family Limited Partnerships
  • Special Needs Trusts

When you work with an attorney, you also get advice on how to minimize payment of inheritance and estate taxes.  Estate planning attorneys further assist with conservatorships and guardianships and can help you to implement a sensible charitable-giving strategy. 

Remove Stress from the Probate Process

Going through probate can be a grueling process for a grieving family. This is just one of the reasons why it makes sense to have a comprehensive estate plan in place.

Easy Estate Probate of Miami, Florida is here to help families plan their estates so that they do not have to worry about the probate process. This means that families have more time to focus on what matters and will spend less time feeling the stress that comes with a long and confusing probate process.

If a loved one has recently passed away and you are currently dealing with the difficulty of their passing on your own, then contact Easy Estate Probate. Our practitioners can help streamline the probate process and remove the stress of doing it alone.

Complex or Simple: Estate Planning Is Imperative

Even if you believe that you do not have a lot, it is still important to meet with an estate planning attorney. Having a plan in place ensures that the probate court, your family, and any other beneficiaries or heirs understand your wishes and intentions.

Estate planning is especially critical if you:

  • Recently got divorced
  • Are on a second or later marriage
  • Have minor children
  • Do not have any children
  • Have a minor or adult child with special needs
  • Own a business
  • Have a substantial IRA or 401(k)
  • Recently lost a spouse
  • Want to leave part of your estate to charity
  • Own real estate in more than one state
  • Are not a U.S. citizen or resident
  • Have had a life changing event

If one or more of these circumstances applies to you, then  You should strongly consider implementing an estate plan.

Contact Easy Estate Probate of Miami, Florida

At Easy Estate Probate, we work hard to ensure that each of our clients receives highly individualized guidance and advice. This means that we get to know you and what is most important to you and your family.

Once we know what really matters to you, we can begin to craft an estate planning strategy that ensures that all of your wishes are fulfilled. Whether your assets are modest or you are a high net worth individual, you will receive the same personalized, one-on-one attention that you deserve.

Call today to schedule a consultation so that you can experience the peace of mind that estate planning can bring.

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