TRUSTS - A Revocable Living Trust gives the creator complete discretion to change, alter, amend, or revoke that trust. You have complete control. A Revocable Living Trust is a legal document that contains instructions for what you want to happen to your assets when you die, just like a will. The difference is that, unlike a will, a Revocable Living Trust allows you to avoid probate upon your death. It also prevents a court from controlling your assets should you become incapacitated. It also gives you control of the assets that you leave to your minor children and grandchildren without court supervision. This is why the Trust, and not the Will, has become the essential estate planning tool for Floridians today.
WILLS – A document that outlines the distribution of your assets upon your death, as well as your burial/cremation wishes.
POWER OF ATTORNEY – A document that allows you to name someone to have the ability to manage your financial affairs.
HEATHCARE SURROGATE – A document that allows you to name someone the ability to manage your medical affairs.
DESIGNATION OF PRENEED GUARDIAN – A document that allows you to name someone you would prefer to be your guardian should the need arise.
LIVING WILL – A document that informs your healthcare providers of your wishes for your specific healthcare should you become incapacitated (i.e. no ventilator, no feeding tube, etc.).
HIPAA RELEASE – A document that allows your healthcare providers permission to release your healthcare related documents and information with a designated individual.
TIPS ON HOW YOUR ESTATE CAN AVOID PROBATE
PROBATE ADMINISTRATION
PROBATE ADMINISTRATION
PROBATE ADMINISTRATION
FORMAL ADMINISTRATION: Estate assets valued over $75,000.00.
SUMMARY ADMINISTRATION: Estate assets valued under $75,000.00.
Testate (with a valid Will) and/or Intestate (without a valid Will) Probate.
Contested / Uncontested Probate.
Reopening Probate after Discharge.
REAL ESTATE - LIMITED
PROBATE ADMINISTRATION
PROBATE ADMINISTRATION
QUIT CLAIM DEEDS
LADY BIRD DEEDS – A Deed that allows for your property to pass to a designated person of your choice upon your death without the need of a probate, while still allowing you the flexibility to do as you wish with your property during your life (i.e. sell it, lease it, etc.)
SOFT TITLE SEARCHES
IMMIGRATION
PROBATE ADMINISTRATION
CORPORATE LAW
UNIFORM SCHENGEN VISAS (“USV”) – A permit of one of the Schengen Area Member Countries to transit or reside in the desired territory for a certain period of time up to the maximum of 90 days every six month period starting from the date of entry.
EB5 VISAS – A method for eligible immigrant investors to become lawful permanent residents, in
UNIFORM SCHENGEN VISAS (“USV”) – A permit of one of the Schengen Area Member Countries to transit or reside in the desired territory for a certain period of time up to the maximum of 90 days every six month period starting from the date of entry.
EB5 VISAS – A method for eligible immigrant investors to become lawful permanent residents, informally known as “green card” holders, by investing substantial capital to finance a business in the United States that will employ at least 10 American workers.
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