Santa Rosa Beach Estate Planning Attorney

ESTATE PLANNING LAWYER in SANTA ROSA BEACH, FL

Estate planning can be a sensitive topic. Assets, healthcare, and family are among the most valuable possessions in life, and estate planning deals with them all. The stakes may be quite high and extremely personal. There is no better time to start planning for you and your family’s future, including protecting your hard-earned assets. Reach out to a knowledgeable Santa Rosa Beach estate planning attorney at Moorhead Law Group today.

WILLS, TRUSTS, AND ESTATES IN FLORIDA

Moorhead Law Group has established a successful team of estate planning attorneys who have extensive knowledge and experience assisting people and families in developing estate plans to safeguard and pass on their assets while reducing the risk of future legal action. Our Santa Rosa Beach probate attorneys and estate planning lawyers in Florida work closely with clients to handle probate, draft wills and trusts, handle company transfers to family members, and provide various other estate planning services.

PREPARING A COMPREHENSIVE ESTATE PLAN

Unfortunately, tragedy and unforeseen events occur in our lives. The day may come when you are no longer able to sign estate planning paperwork or make sound financial decisions due to an accident or diminished mental ability, or if you die unexpectedly. A solid estate plan may help when unexpected tragedies occur and may also benefit individuals and families with significant assets. Even if you don’t think you possess enough property to establish a thorough estate plan or trust, you should speak with an estate planning attorney about a plan that fits the needs of individuals and families. Cherish the peace of mind that comes with creating a solid plan for the future and knowing that your wishes will be followed even after you have passed away. Estate planning can also save money on taxes and help your heirs avoid problems and delays in probate court.

FLORIDA WILLS & TRUSTS

A will is a legal document that outlines your intentions for the disposal of your assets after you pass away. A person can dispose of assets in a will, appoint a personal representative to manage the estate, and indicate other specific gifts he or she may wish to leave to loved ones. Wills in Florida are required to follow certain procedures, including appropriate signing and witnessing. Furthermore, the testator must be of sound mind for the will to be valid. An attorney can make sure your will has the provisions you want and is properly executed. For additional information, contact our Santa Rosa Beach estate planning, wills, and trusts lawyers today.

A trust is a legal arrangement involving a settlor, trustee, and beneficiary. The trust’s assets are placed by the settlor. The trustee then administers the assets for the beneficiary’s benefit in accordance with the trust’s guidelines. A trust can be used for a variety of purposes, depending on the form of trust.

THE FOLLOWING ARE SOME OF THE PURPOSES OF FORMING A LIVING TRUST IN FLORIDA:

  • Manage money for children, the disabled, or irresponsible members of the family;
  • Maintain privacy regarding the estate; and
  • Possibly avoid probate.

Revocable and irrevocable trusts, inter vivos and testamentary trusts, life insurance trusts, marital trusts, charity trusts, and special needs trusts are among the numerous types of trusts in Florida. An attorney can help you choose the right form of trust for your needs and prepare the trust instrument to ensure that your assets and family members are protected to the fullest extent possible.

CONTACT OUR SANTA ROSA BEACH, FL ESTATE PLANNING ATTORNEY

Making decisions about estate planning is a difficult task. Our Santa Rosa Beach estate planning attorneys at Moorhead Law Group can guide you through it and provide a strategy that is tailored to your unique requirements.

To schedule an estate planning consultation with an attorney and explore the choices that are best for you and your family, contact us now. Call us at (850) 608-0112 or fill out our convenient online form.