Frequently Asked Questions
Estate planning helps protect your family, your assets, and your wishes. Below are answers to common questions people ask when preparing for the future.
Understanding Estate Planning
Estate planning is the legal process of preparing for the transfer of your assets and responsibilities in the event of death or incapacity.
- Wills
- Trusts
- Durable powers of attorney
- Living wills and healthcare directives
What is a durable power of attorney?
This document authorizes a trusted person to handle your legal or financial affairs if you become incapacitated.
What is a living will?
A living will states your preferences for medical treatment when you cannot communicate them yourself.
Wills, Trusts, and Probate
Do I need a will or a trust?
Both serve different purposes:
- A will is activated after death and goes through probate.
- A trust can help avoid probate and manage asset distribution during your lifetime or after death.
Is probate always required in Florida?
No. Some assets can avoid probate, including:
- Jointly owned property
- Accounts with named beneficiaries
- Assets placed in a trust
Plan Updates and Misconceptions
How often should I update my estate plan?
You should review your estate plan every 3 to 5 years or after major life events.
- Marriage or divorce
- Birth or adoption of a child
- Buying or selling a home
- Receiving an inheritance
Is estate planning only for the wealthy?
No. Estate planning benefits everyone by ensuring that your wishes are clear and your loved ones are protected.
Florida Estate Planning Questions – What Families Need to Know
Estate planning ensures your assets are distributed according to your wishes, avoids unnecessary probate delays, and protects your loved ones from legal and financial burdens after your death or incapacity.
Yes. A properly funded revocable living trust allows your assets to pass directly to your beneficiaries without going through probate, saving time, money, and public exposure.
An attorney ensures your documents are valid under Florida law, customized for your goals, and structured to avoid future disputes or court complications.
Yes. Whether you own a home, have children, or just want control over your legacy, a will or trust helps clarify your wishes and avoid court interference.
You should review your estate plan every 3–5 years or after life events like marriage, divorce, a new child, relocation, or major financial changes.
Powers of attorney allow someone you trust to make financial or healthcare decisions on your behalf if you're unable. Without them, your family may need court approval to act.
Working with an Attorney
How can an estate planning attorney help?
An attorney helps ensure your documents follow Florida law and are properly structured to meet your specific needs.
“Estate planning brings peace of mind not just for you, but for your entire family.”
How much does estate planning cost?
Costs vary. We offer:
- Flat-rate pricing
- Bundled plan options
- No hidden fees or surprise billing
Get Started
Do you offer free consultations?
Yes. Your first consultation is free, so you can get the guidance you need with no pressure.