ESTATE PLANNING  |  PROBATE  |  FORECLOSURE DEFENSE  |  SHORT SALE
LOSS MITIGATION/LOAN MODIFICATION  |  LANDLORD/TENANT DISPUTES

ESTATE PLANNING

Many South Floridians do not have any form of estate planning because they feel they do not have an “estate”. An estate is the total property, real and personal, owned by an individual. Real estate is real property and personal property includes everything else: cars, household items, and bank accounts.

Estate planning is the process by which an individual or family arranges the transfer of assets in anticipation of death. An estate plan aims to preserve the maximum amount of wealth possible for the intended beneficiaries and the flexibility for the individual prior to death.

ESTATE PLANNING TOOLbox

There are many vehicles used in the estate planning arena to help a client tailor their estate planning portfolio to their wishes and needs. No two estates are the same; therefore, the services we deliver will differ from one client to the next.

ADVANCED DIRECTIVES

Advanced directives are crucial to your estate-planning portfolio. They can control what happens to you while you are still alive and might be some of the most important estate planning documents you can have.

Living Will

The document will state how and if you want to prolong your life if you fall into a vegetative state.

Durable Power of Attorney

The Durable Power Of Attorney grants a designated person to manage your financial affairs either immediately or in the future should you become unable to do so yourself. The designated person will have the power to buy and sell real estate,  open and  close bank accounts and sign tax returns on your behalf.

HIPAA Release

This document will allow an individual you choose to view your medical records.

Healthcare Surrogate

A healthcare surrogate names someone to act if you become unable to make medical decisions yourself.

Our clients tell us what is important and we develop the solutions. Sometimes you make choices and sometimes choices make you. Protect your loved ones and prepare early.

INSURANCE

An estate planning portfolio is not complete without at least contemplating insurance.

There are three (3) types of insurance to consider when building your estate planning portfolio

ESTATE PLANNING  |  PROBATE  |  FORECLOSURE DEFENSE  |  SHORT SALE
LOSS MITIGATION/LOAN MODIFICATION  |  LANDLORD/TENANT DISPUTES


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