Regardless of your age or financial circumstances, proper estate planning is necessary to enforce your wishes and protect your family. At Vassallo, Bilotta & Davis, our South Florida attorneys have more than 100 years of combined legal experience. Working out of offices in West Palm Beach and Stuart, we assist clients with the preparation of wills, trusts, advance medical directives and other legal documents. If you are an estate representative or are considering challenging a will, we can explain your rights and represent you in probate proceedings.
A will is a legal document that contains instructions on how an individual’s property and assets are to be distributed after the death of the individual. Our firm delivers comprehensive guidance to South Florida clients on key issues associated with the will drafting process:
During a free initial consultation, we will engage in a detailed discussion of your assets and estate planning goals so that you understand the importance of having a valid and well-drafted will.
Trusts are legal instruments that help individuals transfer their assets outside the probate process. By avoiding this often-lengthy procedure, your estate will remain private, and property will pass more quickly to your beneficiaries. Unlike a will, which goes into effect after you pass away, a revocable living trust can serve as a helpful estate planning tool both before and after your death. In these arrangements, the trust creator retains access to the assets throughout their lifetime. We also assist with pour-over wills that accompany revocable trusts. Through these documents, any assets not specifically included in the trust are transferred into it upon your death and distributed to the trust beneficiaries you named while alive.
Settling an estate can be a difficult task that comes at an already tough time. Our firm advises executors and beneficiaries on enforcing will instructions and distributing assets. Florida estates with a value of at least $75,000 must go through a formal probate process. We assist with each associated task, including gathering assets, paying estate expenses and distributing property in accordance with the will terms and relevant laws. If a will contest occurs, we advocate for both estate representatives and potential heirs.
Effective estate planning involves more than shifting assets at the time of death. It is also important to issue clear directions on medical and financial issues through legal instruments such as:
No matter what type of medical or financial arrangements you’re considering, we will give you the professional assistance and peace of mind that you deserve.
Vassallo, Bilotta & Davis advises South Florida individuals and families on all types of estate planning issues. Please call 561-471-2800 or contact us online to schedule a free initial consultation at one of our offices, located in West Palm Beach and Stuart.