Estate planning is not “One Size Fits All”
You may be thinking “I just need a simple will.” While it sounds convenient, usually this is not the client’s reality. When considering your estate planning documents, it is important to evaluate your priorities. What is it that you want to accomplish with your documents? Have you considered taxes, location of beneficiaries, assets in other states? Have you named a Personal Representative who qualifies as a valid Personal Representative under Florida law, and who is capable of performing the duties required thereunder? Have you considered the cost of your plan to your beneficiaries? Have you considered situations in which you are incapacitated? Your attorney can help you draft an estate plan that will fit your needs and your situation.
-Emily A. Helmick, Esq.