WILLS, ESTATES AND TRUSTS - ATTORNEYS

When a loved one dies, Bilu & Bilu attorneys can advise you of your rights under wills and trusts.

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, Estates and Trusts
  • Durable Powers of Attorney
  • Living Wills
  • Health-Care Surrogates
  • Charitable Gift Planning
  • Estate tax Planning
  • Revocable and Irrevocable Trusts
  • Living Trusts

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.

Wills, Estates & Trusts Disputes

Legal disputes over wills or trusts can be even more devastating emotionally than financially to the parties involved. Whether you are the person disputing, or the person attempting to preserve the intent, emotions run high and are exacerbated by confusing probate laws. 

Our attorneys at Bilu & Bilu have the experience to see through emotional logjams, to review relevant documents and laws, and to advise you of your legal rights . . . honestly, respectfully, and compassionately.

We understand that disputes over wills and trusts come at a time of emotional turmoil.

We know that just the prospect of our own or a loved one’s death prompts psychological turmoil, sometimes pitting generation against generation and tearing families apart. Wills and trusts may be disputed by individuals who feel unfairly excluded from financial benefit. Well-meaning people may make decisions about their estates in conditions of physical infirmity or emotional confusion, when they are not truly competent to decide such important matters. 

In the worst-case scenario, unscrupulous or self-serving people may be pressuring an elderly person in failing health to make bequests that do not reflect his or her true desires.

Our will disputes lawyers have the judgment to help you make informed decisions.

Regardless of the situation, we at Bilu & Bilu know the pitfalls, and the sensitivity required in seeking resolution. We have the expertise to analyze medical history, if that is relevant. And, consistent with our mission to find justice for our clients, we have the judgment to help you make informed decisions about estate litigation.

Schedule a free consultation with an experienced Florida will and trust dispute lawyer.

If you or a family member needs assistance with will or probate disputes, attorneys at Bilu & Bilu want to help. Please fill out our Contact Form, or call us to learn more and arrange for a confidential free consultation.