Our mission is to design a meaningful legacy plan that fits your goals and unique circumstances.
Trusts can be simple or complex, and can achieve a variety of goals. Designing a thoughtful revocable trust can keep you in control of your assets while helping you and your loved ones avoid extensive court proceedings in the event of incapacity or death. More advanced planning and irrevocable trusts can help efficiently prepare for wealth transfer.
Wills give a court guidance on who you want to represent your estate and lists who should receive your assets. Determining whether a will-based or trust-based plan is best for your goals and circumstances is an important part of planning your legacy.
Creating clear, concise, legally enforceable directives about your medical preferences can help treating physicians understand and respect your wishes, especially when you are unable to advocate for yourself.
Granting durable power of attorney to a trusted individual can bring peace of mind, especially knowing that they can act for you while you are alive even if you are permanently or temporarily incapacitated. Ensuring compliance with applicable laws and knowing whether a power of attorney document is properly executed is important, and not something you want to find out when it is too late.
There are several options for Florida Real Estate ownership and legacy planning. Determining which title and ownership structure best reflects your circumstances and goals, requires more than a one-size-fits all approach.
Business succession planning can provide clarity and peace of mind for business owners and their families. Creating a thoughtful and efficient plan for what happens to your business, your customers, your business partners and your loved ones if you are incapacitated or pass away, is an important part of legacy planning for business owners.
Planning in advance for times that a minor child's parents are unable to care for them can include medical directives and guardianship designations, as well as other estate planning tools for minor children to provide caregiving, health care, education and other resources.
For many families, pets are family-members. Look out for your beloved pets by creating a thoughtful plan for their care according to your wishes and their specific needs. You can even create a customized pet trust for your pet to include resources for their well-being.
“Amy” | Amanda E. Reagan, J.D., LL.M.