Lawyers Providing Valuable Estate Planning Guidance
A carefully structured estate plan can be valuable for several reasons. It permits beneficiaries to have a clear understanding of your intentions. Further, estate planning instruments can minimize tax implications and protect your estate from creditors. Also, in the event you become incapacitated, an estate plan can provide valuable guidance to your loved ones. Establishing a clear estate plan will provide you with peace of mind knowing you have the right safeguards in place. Additionally, upon your passing, a well-drafted estate plan permits your loved ones to grieve, and not deal with the headaches associated with lack of proper planning.
Putting Your Estate Planning Needs First
At The Law Office of Nicole C. Morris, P.A., in West Palm Beach, our attorney provides estate planning services to high net worth clients as well as clients with modest assets but equally important legal needs. We go above and beyond tailoring our approach based on your unique desires. Call 561-855-0348 to learn how we can help you establish a legal roadmap for you and your loved ones. From our law office in Palm Beach Gardens, we serve clients throughout Florida.
Offering Comprehensive Estate Planning Services
With over 25 years of combined experience, our attorney has gained a clear understanding of our clients’ tax-related and nontax-related concerns. We apply our depth of experience and legal skills when developing comprehensive estate plans, covering:
- Will preparation
- Trusts that meet your requirements
- Powers of attorney
- Special needs trust creation
- Asset shielding
- Same-sex estate planning needs
- Estate and gift taxation
Our lawyer also prepares deeds, pre- and postmarital agreements and other documents that are crucial to the estate planning process. Further, we recognize that disability planning is an integral part of any estate plan. We regularly create durable powers of attorney to govern financial matters and health care advance directives such as designation of health care surrogates and living wills. By creating these documents now, we can help you avoid the expense and uncertainty associated with the appointment of a guardian or conservator in the future.
Common Estate Planning Questions
The Estate Planning Answers You Need
Many estate planning clients have little to no experience with the estate planning process. In this case, the process can seem overwhelming. How do you know what to consider or how to plan? At The Law Office of Nicole C. Morris, P.A., our team has extensive estate planning experience and is prepared to answer your questions promptly and thoroughly.
Estate planning is a matter of preparation. To help you better prepare for your case, we have listed some questions our first-time clients often ask. For specific and tailored answers, please contact our office directly at 561-855-0348.
What Happens If I Do Not Have An Estate Plan?
If you do not have a will or trust in place when you pass away, your property is subject to intestacy laws. The law prescribes a method for distributing your assets. While this may be in line with your wishes, there is no guarantee. Planning your own estate often gives the power to you to decide who gets your hard-earned assets.
Do I Need An Estate Plan If I Am Healthy?
Yes. If you are healthy, it is an ideal time to plan for your estate. You are in complete control of your faculties and have time to adjust your plan as needed. Many illnesses and accidents occur without warning. Leverage the time you have now so you have a plan in place should the worst happen.
Is A Will Or A Trust A Better Option?
Choosing between a will and trust may seem complex. We believe less is more and will choose the simplest and most economical way to meet your estate planning needs and goals. The choice depends on your assets, family situation and a host of other factors. Our attorneys can better explain trusts and advise you at your consultation.
Can I Change My Estate Plan After I Make It?
As long as you still have capacity, then usually, yes. There are many reasons to change your estate plan. Your children will become adults; you may get a divorce; your financials may change significantly. In this case, our estate planning lawyer can guide you through changing your estate plan.
Let Our Knowledgeable Will And Trust Attorney Serve You
Even with the best of intentions, time can quickly get away from you. Other responsibilities can quickly get in the way of creating an estate plan. At The Law Office of Nicole C. Morris, P.A., we recommend taking advantage of the opportunity to create an estate plan. Contact our estate planning lawyer to learn how we can help you document your plans to avoid any guesswork in the future.