Jupiter Wealth Preservation Lawyer
At Julianne Frank Law, we take a multi-pronged approach to helping you build and preserve wealth for yourself, your family and future generations. An important aspect of this vital pursuit is conducting estate planning with an eye toward asset protection throughout your lifetime, including any period of incapacity, as well as crafting the legacy you leave behind. Our Jupiter wealth preservation lawyer works with you to understand your needs and goals and drafts the right set of wills, trusts and advance directives to make sure you and your family are taken care of during your lifetime and after you are gone. For sound advice and professional estate planning in South Florida, contact Julianne Frank Law in Jupiter at 561-320-7971.
By drafting a last will and testament, you make sure your heirs get exactly what you want them to have. Without a will, the state decides who gets what by following general state laws with no thought or care as to what your heirs and beneficiaries need or want or what you would have wanted. The will is also an important vehicle for you to name an executor for your estate, select someone you know and trust to serve as guardian of any minor children you may have, and make sure all your estate property is accounted for and distributed according to your wishes.
Wills must be drafted according to strict formalities under Florida law in order to be valid and enforceable, and these same formalities also apply if you intend to amend or revoke a will. However, you can have a document called a “Separate Writing” that you can change whenever you want, without legal formality, dictating where your personal items will go. Call Julianne Frank Law to get started setting up a will that will be carefully drafted under your direction and stand up to legal challenge, so you can rest assured your property will go where you want it to go.
Trusts take many forms, and we determine which type best fits your needs. You can create them now (living trusts) or upon your death (testamentary trusts). Trusts can be used to minimize taxes, reduce the time and expense of probate, and protect assets. Trusts can also be tailored to meet the needs of your beneficiaries, such as paying for college expenses or distributing money over time rather than in one lump sum. Trusts are also confidential documents, allowing you to make important decisions about your estate without the world having a window into your financial affairs. Call us to discuss incorporating a revocable living trust or other types of trusts into your estate plan.
Living Wills and Health Surrogacy
What if you are incapacitated such that you cannot make the call whether to continue life support or other treatment? Even your spouse may not be able to make that call if you have not memorialized your intentions. With a living will, designation of health care surrogate, and a do not resuscitate order, you can make sure that decisions regarding your health care will be made according to your wishes by someone you trust if you are unable to make those decisions for yourself or communicate them to others.
Get the Estate Plan You Want and Need with the Help of an Experienced Jupiter Wealth Preservation Lawyer
To get started creating a comprehensive estate plan geared toward meeting your needs for asset protection and wealth preservation, or to modify an existing estate plan in Palm Beach or Martin County, call Jupiter wealth preservation lawyer Julianne Frank Law at 561-320-7971.