Frequently Asked Questions

Do I need an estate plan if I already have beneficiaries listed on my accounts?
Yes. Beneficiary designations are only one part of a comprehensive estate plan. A properly prepared estate plan can address incapacity planning, guardianship for minor children, healthcare decisions, and assets that may not transfer automatically.

Do I need an estate plan if I already have beneficiaries listed on my accounts?
 Yes. Beneficiary designations are only one part of a comprehensive estate plan. A properly prepared estate plan can address incapacity planning, guardianship for minor children, healthcare decisions, and assets that may not transfer automatically.

How often should I update my estate plan?
It is recommended to review your estate plan after major life events such as marriage, divorce, birth of a child, relocation, significant financial changes, or the death of a loved one.

What happens if I die without a will in Florida?
If a person dies without a valid will, Florida intestacy laws determine how assets are distributed, which may not reflect the person’s wishes.

 Contact us today to schedule a consultation with our estate planning attorney. Together, we’ll design a plan that provides peace of mind for you and your loved ones.