Preserving your family’s wealth for future generations
Whether you’re planning the parameters of your future medical care or establishing support for loved ones upon your death, the law office of Judy Barringer Bonevac, P.A. can help with all aspects of trusts and estates issues, including:
- Estate planning
- Estate tax issues
- Choosing the appropriate personal representative and/or trustee
- Personal Representative’s and/or Trustee’s duties
- Revocable Trusts
- Irrevocable Life Insurance Trusts
- Durable Powers Of Attorney
- Family Business Succession
- Retirement Planning
- Wealth Preservation
- Advanced Directives (i.e. Living Wills and Health Care Surrogate Designations)
- Trust Administration
- Estate Administration
Securing your legacy
You work hard for your family, so knowing that you have planned for their long-term well-being and financial security can bring you comfort. We thoroughly analyze your estate and strategize the best means of transferring your assets, minimizing taxes, establishing guardianship for your children, caring for your pets, supporting personal philanthropic causes and protecting your loved ones.
Need For An Estate Plan
An estate plan is essential at every stage of your life. Your estate planning documents provides for the distribution of your property, care for your children and otherwise express your wishes upon your death. A valid estate plan is necessary if you intend to leave property to a person or entity other than a blood relative,such as a domestic partner, a friend or a charity. If you die without a Will, Florida law determines how your property is distributed and the Probate Court determines who cares for your children and even what happens to your pet — decisions that might not reflect your desires.
We can draft a valid wills estate plan ensure your intentions are honored.
Changing Your Estate Plan
As your life changes, so might your estate plan. You may need to update your estate plannng documents throughout your life. We can draft codicils to your Last Will And Testament and amendments to your Trust that address changes in your financial situation, marital status, number of children, philanthropic interests and general lifestyle decisions.
Choice Of Guardian
If you have minor children, your will allows you to make decisions about their future care. This is especially crucial if you are a single parent or if both parents die in a common incident. If you do not name a guardian, the court will appoint a guardian for your children and can make decisions adverse to your ultimate parenting goals. You can also make arrangements for your pets’ care in your will, including naming a guardian to take responsibility for your pets.
Contact an estate planning law firm you can trust: Judy Barringer Bonevac, P.A.
For estate planning services in Fort Lauderdale and throughout Florida, call the law office of Judy Barringer Bonevac, P.A. at 954-565-4112 or contact us online to schedule a free initial consultation.