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Do I need an estate plan?

Mar 20, 2020

Paul S. Labiner

Paul Labiner


Maybe. Obviously, we are biased, but we believe that the majority of Florida families ought to have some form of estate plan in place.

What exactly your estate plan looks like and how detailed or simple it is, will depend on your specific family and financial circumstances (this is why online forms are usually bad ideas!). 

Here are some questions to ask yourself to help determine if you need an estate plan. You should have an estate plan if:

  • Do you care about who inherits your property?
  • Do you want to determine your own end-of-life health care treatment?
  • Are you the parent of minor or disabled children?
  • Do you have pets that you love and want cared for after your death?
  • Do you want to avoid the public proceedings involved in the guardianship and probate processes?
  • Do you want to impose additional legal and logistical burdens on your family who are already grieving your loss?

A comprehensive and properly designed estate plan can address a plethora of concerns and objectives that you and your family might have. You might make the most minimal arrangements and simply create a will that appoints a personal representative, or you can go much further and:

  • Provide instructions for your care and that of your loved ones in the case of your disability,
  • Avoid the hassle and costs of the probate process,
  • Keep your family affairs private and confidential,
  • Create protective trusts for your minor children, special needs children, adult children, grandchildren, and pets, and,
  • Provide federal estate tax planning and save professional fees and court costs.

Get Help Today

What exactly “estate planning” means for you and your family depends on your financial goals. We want to try to make the estate planning process as simple and stress-free as we can. Call (561)998-2362 or click the button to schedule a free Financial Legacy Review online now.

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