Estate Planning

Estate Planning Lawyers in Altamonte Springs, Florida

The Law Offices of Brett D. Bevis, PLLC is an estate planning lawyer in Altamonte Springs, Florida who may be able to assist you with your estate planning needs. Simply put, an estate plan is the plan you put in place regarding what is to happen to your estate and assets after you pass away. Estate planning can sometimes involve the writing of a will. However, sometimes more complex financial situations may require other estate planning tools, like a trust. An estate plan also often includes a living will and power of attorney that gives a trusted individual the ability to make decisions regarding your medical care and financial life should you become too ill to make these decisions yourself. The Law Offices of Brett D. Bevis, PLLC is an estate planning lawyer in Altamonte Springs, Florida who can help you meet your various estate planning goals.

What Should Be Included in a Comprehensive Estate Plan in Altamonte Springs, Florida?

A comprehensive estate plan usually begins with the writing of a will, but sometimes may include additional estate planning tools. Every person’s needs are unique, so if you are thinking of planning for your future and for your family’s future, now might be the time to speak to an estate planning lawyer at the Law Offices of Brett D. Bevis, PLLC. Here are some things that might be included in any strong estate plan:

A will. A will is a document that outlines your major assets and specifies which beneficiaries will receive these assets. A will may also include information about which person you’d like to appoint to care for your minor children should you pass away. Modern wills often also include provisions for who will care for pets should you pass away.
Naming an Executor or Personal Representative. It is important to choose a responsible person to be the executor of your estate. The executor’s responsibility is to account for all your property, appraise your assets, pay debts and taxes, and distribute assets from the estate to beneficiaries in accordance to the instructions provided in the will. Problems can sometimes arise if the executor you name is not up to the task. An estate planning lawyer like the Law Offices of Brett D. Bevis, PLLC in Altamonte Springs, Florida can assist you with the process of selecting an executor to manage your estate.
A trust. In some cases, individuals choose to pass on their estate through the use of a trust. Establishing a trust has benefits and drawbacks. The benefits of establishing a trust is that a trust can help you limit your loved one’s tax obligations when you pass away. The drawbacks of a trust is that a trust can cost money to establish and can cost money to maintain. Before establishing a trust, it may be a good idea to speak to an estate planning lawyer like the Law Offices of Brett D. Bevis, PLLC in Altamonte Springs, Florida. Our attorney can review your situation and determine whether a trust might be a good estate planning tool for your needs.
Power of Attorney. Estate planning should also include plans for your estate should you become too ill to make financial decisions. A power of attorney can appoint a trusted individual or financial advisor to manage your estate should you become incapacitated or too ill to handle these affairs yourself. The Law Offices of Brett D. Bevis, PLLC is an estate planning lawyer in Altamonte Springs, Florida who can help you with all your estate planning needs, including drafting a power of attorney.
Living Will or Medical Power of Attorney. Another document you may want to include in your estate plan is a living will or a medical power of attorney. What kind of medical care would you like to receive should you become comatose or so sick you can no longer make decisions on your behalf? A living will or medical power of attorney can provide specific instructions to medical personnel, doctors, hospitals, and hospices, as well as provide instructions to those whom you trust to make medical decisions on your behalf. The Law Offices of Brett D. Bevis, PLLC is an estate planning lawyer in Altamonte Springs, Florida who can help you with your living will and medical power of attorney.

These are just some of the considerations that can be made when making an estate plan. The Law Offices of Brett D. Bevis, PLLC is an estate planning lawyer in Altamonte Springs, Florida who can review your situation and help you create a comprehensive estate plan that meets your needs. Contact us today to learn more.

It is Never Too Early to Begin Planning Your Estate

It is never too early to begin putting together a comprehensive estate plan. The Law Offices of Brett D. Bevis, PLLC are estate planning lawyers in Altamonte Springs, Florida who can help you with your estate planning needs. Start planning with us today.

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