Estate Planning Attorneys in South Florida
We Can Help You Secure Your Family’s Future from Our Offices in Pompano Beach & Miami
At Bilu Law, we know planning your estate is one of the most important tasks you’ll undertake. We work to ensure each base is covered so that you can relax. Our attorneys can create estate plans that facilitate the handling of taxes, wills, insurance, property, and trusts. We possess significant knowledge in this ever-changing area of law and can help you adjust your plan as time goes on and change is needed.
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 them. 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 regardless of how many relatives they have or how
they’re related to them. You may have assets you aren’t aware of that can be safely passed on to someone you care about, even a friend. 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. Our estate planning attorneys in South Florida 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.
Will, Estate & Trust 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 Law have the experience to see through emotional logjams, to review relevant documents and laws, and to advise you of your legal rights with honesty, respect, and compassion.
We understand that disputes over wills and trusts come at a time of emotional turmoil. 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 Law 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.
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.
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.
Reach out to us online to learn more about how you can arrange a free consultation where we can discuss your legal objectives.