Estate Planning

At The Law Offices of Bilu & Bilu, we know planning your estate is one of the most important tasks you’ll undertake. We work to ensure every base is covered so that you can relax. Our Florida estate planning attorneys create estate plans that facilitate the handling of taxes, wills, insurance, property and trusts. Our attorneys possess significant knowledge in this ever-changing area of law.

We handle estates from the simple to the complex and offer a wide range of services, including:

Wills & Trusts

Too many people wait to establish wills and trusts because they simply don’t want to think about it. But it is so important to put your wishes in a legal document so that they can be carried out and not challenged. Frankly, if your wills and trusts are not set up correctly, you might as well not have done them.

Often, people think that if they don’t yet have children, they don’t need a will. Everyone should have a will. You may have assets you don’t realize. If you die without a will, a court will decide how to distribute those assets.

One quite common situation occurs when one spouse dies, followed shortly by the death of the surviving spouse. Florida law says the first spouse’s assets go to the surviving spouse. But, when that second spouse dies, all of the assets go to the second spouse’s family. The first spouse’s family gets nothing.

A simple will can make sure your assets go to whomever you wish. Trusts are also a vital planning tool. In many cases, trusts can save an estate a good deal of money on taxes. We can advise you on whether your estate and your goals warrant establishing a trust. Then we can draft a trust that will achieve those goals. We handle revocable and irrevocable trusts and living trusts. We also will administer trusts on clients’ behalf.

Durable Power of Attorney

You never know when an injury or illness will leave you unable to communicate or to perform basic financial tasks. Young or old, you should have a durable power of attorney giving someone you trust implicitly the responsibility for financial decisions should you become incapacitated. A durable power of attorney is not difficult to enact, but the headache and heartache it can spare is priceless. Please permit our firm to assist in establishing this vital planning tool for you or your loved ones.

Living Will & Health-Care Surrogate

If you think telling your spouse how you want medical decisions to be handled when you are incapacitated is sufficient, you’d better think again.

By creating a living will and appointing a health-care surrogate, you can be assured that your wishes will be carried out. Doctors will know what measures to take, and your family will be reassured that this truly is what you want.

Under new federal privacy laws, appointing a health care surrogate is even more important. Doctors do not have to provide your family with vital medical information unless you have given them the right to do so. This is increasingly a problem for parents of college-age children who cannot get medical information about their sick or injured children.

Our firm advises all adults to appoint a health-care surrogate. We can help prepare surrogate documents, as well as living wills, that will meet your desires.

2700 West Atlantic Blvd – Suite 204, Pompano Beach, Florida 33069

Bilu and Bilu serves in Pompano Beach, Dade, Broward , Fort Lauderdale and all South Florida

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