ESTATE PLANNING

Florida Estate Planning Attorney Helps Protect Your Assets

Preserving your family’s wealth for future generations

Whether you’re planning the parameters of your future medical care or establishing support for loved ones upon your death, Law Office of Stella Suarez-Rita, PA can help with all aspects of your estate plan, including:

  • Advance directives (living wills)

  • Estate tax issues

  • Choosing the appropriate executor

  • Guardianships and conservatorships

  • Living trusts

  • Wills drafting

Estate planning documents are extremely flexible and can be designed to fit your unique needs. I work closely with you to determine your goals and create precise instruments to carry out your intentions.

Securing your legacy

You’ve worked hard for your family, so knowing that you have planned for their long-term well-being and financial security can bring you great comfort. The Law Office of Stella Suarez-Rita, PA thoroughly analyzes your estate and strategize the best means of transferring your assets, minimizing taxes, establishing guardianship for your children, caring for your pets, supporting personal philanthropic causes and protecting your loved ones.

Draft your advance directive and last will and testament

A will is essential at every stage of your life. Your advance directive (or living will) sets the parameters for medical intervention should you become incapacitated. This assures that when you are most vulnerable, your wishes will be honored.

Your last will provides the opportunity to distribute your property, establish care for your children and otherwise express your wishes upon your death. A will is necessary if you intend to leave property to a person or entity other than a blood relative, such as a domestic partner, a friend or a charity. If you die without a will, the court determines how your property is distributed, who cares for your children and even what happens to your pet – making decisions that might not reflect your desires.

Changing or updating your will

As your life changes, so might your estate plan. You should update your will periodically throughout your life. I draft codicils that address changes in your financial situation, marital status, children, and general lifestyle decisions.

Appointment of guardians

If you have minor children, your will allows you to make decisions about their future care. Naming a guardian is especially important if you are a single parent, but even married couples must consider the remote possibility of perishing in a common incident. If you do not name a guardian, the court will appoint one whose decisions may be in conflict with your parenting goals. You can also make arrangements for your pets’ care in your will, even naming a guardian to assume ownership.

Experienced Florida Wills and Trusts Attorney Secures Your Legacy

Comprehensive plans to protect your family’s future

Wills and trusts are the principal legal instruments attorneys use to help clients transfer assets to their heirs. The experienced attorney at Law Office of Stella Suarez-Rita, PA can advise you on the best means for you to address your legacy concerns, including the transfer of financial and real property assets, estate tax avoidance, guardianships for minor children, and support for philanthropic causes. I draft precise wills that reflect your desires and establish various types of trusts that serve your estate planning needs.​

Draft your living will and last will and testament

A will is essential at every stage of your life. A living will sets the parameters for medical intervention should you become incapacitated. This assures that when you are most vulnerable, your wishes will be honored.

Your last will and testament provides the opportunity to distribute your property, establish care for your children and otherwise express your wishes upon your death. A will is the primary means by which you can leave property to a person or entity other than a blood relative, such as a domestic partner, a friend or a charity. If you die without a will, the court determines how your property is distributed, who cares for your children and even what happens to your pet — making decisions that might not reflect your desires. I draft valid wills that clearly convey your intentions.

Changing or updating your will

As your life changes, so might your estate plan. You should update your will periodically throughout your life. I draft codicils that address changes in your financial situation, marital status, children, and general lifestyle decisions.

Trusts specially tailored to meet your estate planning goals

Depending on your financial circumstances, a will may not be the best way for you to transfer assets to your heirs. Trusts, legal entities you create to hold and transfer your property, can shield your wealth from losses due to liability and taxation, so your heirs can keep more of what you bequeath to them. I can help you select the type of trust instrument that addresses your legacy concerns, such as:

  • Revocable trusts. As the grantor, you can retain control of your assets and may revoke or revise the trust at any time.

  • Special Need (Supplemental) Trust. Parents of children with special needs should consider a Special Needs Trust to provide a means for the child to have care or services without losing the ability to receive government 

Trusts are very flexible instruments. I can help you create an instrument that addresses your unique estate planning needs.

Contact a meticulous estate planning lawyer in Wellington you can trust.

Law Office of Stella Suarez-Rita, PA serves clients in Wellington and throughout Florida. Call 561-586-5883 or contact my office online to schedule a consultation at our Wellington office.

CONTACT RITA LAW

Law Office of Stella Suarez-Rita,P.A. 

 

Lake Wellington Professional Centre

12161 Ken Adams Way, Suite #218, Wellington, FL 33414

Stella@ritalaw.us

(561) 586- 5883