Safeguard Your Family With A Legal Florida Trust

Put Our 40 Years Of Experience In Florida Law To Work For You

We understand Florida law and are thoroughly familiar with current statutes regarding trusts. We will sit down with you and help you determine the most beneficial type of trust to securely protect your loved ones should the time ever come that a trust would need to go into effect.

Establishing a trust is an important element of your estate planning process and there are different methods of setting up your trust to provide for the future of your family. We will take the time to explain the differences to you and help you make a sound decision that will accomplish your goals and meet your individual needs.

Trusts Are Typically Created For Two Specific Reasons:

  • To establish a plan to protect yourself later in life should you become unable to manage your own affairs.
  • To provide for minor children should both parents die simultaneously.

Schedule a consultation to discuss establishing a Trust.


Inter Vivos (Living) Trusts

An Inter Vivos (Living) Trust can be established to provide for those who cannot administer their financial affairs later in life or do not have children or others who can help them should they become unable to manage their affairs.

Testamentary Trusts

A Testamentary Trust is set up within a Last Will and Testament to protect young children in the event that both parents die at the same time. The Testamentary Trust will protect children while they are minors and provide for their “health, education and welfare” as needed.

A Trustee must be named to manage the Trust and can be the same person named as the Children's Guardian; however, these can be two different people if you so desire.

Experience That You Can Trust

I will thoroughly explain the procedures and cost of a trust to you so that you may choose the type of trust that will best accomplish your needs.

Contact us to schedule a time to discuss establishing a legal Florida Trust.


Find Answers to Important Questions about Florida Trusts.

 
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