TALLAHASSEE WILLS AND TRUST ATTORNEY

WILLS v. TRUSTS?

Do you know the difference between a will and a trust? Not many people actually do. There are an equal number of misconceptions as to why you might desire a will or a trust. 

A will is a legal document that outlines how you want your property and possessions to be distributed upon your death. It allows you to name beneficiaries, designate guardians for minor children, and specify any other final wishes. However, a will must go through the probate process, which can be time-consuming and expensive. On the other hand, a trust is a legal arrangement where you transfer ownership of your assets to a trustee, who manages them on behalf of your chosen beneficiaries.

Unlike a will, a trust typically avoids probate, offering more privacy, efficiency, and flexibility in asset distribution. Additionally, trusts can provide added benefits such as asset protection, incapacity planning, and minimizing estate taxes. Ultimately, the decision between a will and a trust depends on your specific circumstances, goals, and preferences in estate planning.

(Click here to read an Article we wrote explaining why Trusts are Better than Wills for Most Florida Based Estate Plans)

WE PLAN FOR ALL PHASES: YOUNG FAMILIES, COLLEGE STUDENTS, EMPTY NESTERS, ELDER LAW PLANNING

Did you just start your family? Are you a parent with minor children? Do you have children in college? Are you an Empty nester? Are you ready to retire? Do you have grandchildren?

We can help planning in all these phases, or as you transition from one phase of life to another. 

These and other significant life events alter how we live. It is in these times that you need to look into your plan (or update your estate plans).  Don’t wait until it is too late. These life events, illnesses and accidents happen. Click the button below to find out more about our Elder Law services for seniors.

Leverage Florida Estate Planning Attorney Conticello’s experience to create, or update your estate plan, so you can confidently transition through these life events. We know that you spent years working hard, saving and possibly even sacrificing, just to accumulate what you have.  Don’t let these life event transitions jeopardize all that hard work. By creating, or modifying, your estate plan you can ensure you, your spouse, and your loved ones are taken care of, and you can enjoy this next phase. Especially if this time to retire!!!

FLORIDA ELDER LAW PLANNING

As you transition into your Golden Years you, your spouse, or a loved-one are likely to have specialized healthcare and Elder Law Planning needs. This may including needs such as, homehealth care, assisted living care, and nursing home care.

Attorney Conticello has specialized training to assist your Elder Law Planning needs. We can help you analyze your eligibility and apply for government issued benefits, such as VA Benefits or Florida Medicaid benefits. We help you by analyzing your situation and deploying elder law planning techniques aimed to get you (or a loved one) eligibile and approved for these benefits as soon as possible, and without you having to spend your entire retirment funds or liquidate asstes. These planning techniques are aimed to allow you legally to obtain these benefits without jeopardizing the wealth and assets you built up to use during your retirement, or to pass along to your loved ones.

• (CLICK HERE TO READ OUR ARTICLE – BULLET-PROOF YOUR RETIREMENT WITH ELDER LAW PLANNING)
  
• (CLICK HERE TO READ MORE ABOUT OUR ELDER LAW SERVICES)

RECENTLY DIVORCED?

We help recent divorcees. If you have just gone through a divorce, now is the time to change your estate plan. These documents may still list your ex-spouse as your beneficiary, trustee of your estate, personal representative of your will, healthcare surrogate to make healthcare decisions for you, and your agent for your durable powers of attorney. 

(CLICK HERE FOR OUR ARTICLE ON POST-DIVORCE ESTATE PLANNING)

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