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Pet trusts are for clients who wish to provide for their beloved non-human family members, and are not just for the rich and eccentric. They are for any pet owner who wishes to ensure the proper care and treatment of their much-loved pet should the owner become disabled or pass away. Unfortunately, giving away a pet to a friend or family member does not always accomplish this goal. I work with clients to design the best estate planning method based on the client’s goals, their pet’s needs and the client’s financial resources.
Administering the estate of a family member can be time consuming and emotionally draining. Handling the details of an estate can be particularly hard if you are grieving the loss of a loved one or if there is disagreement within the family. I regularly represent clients who serve in a fiduciary capacity, such as executors, administrators and guardians.
Estate planning is for everyone, not just the wealthy, the aging, or the ill. Life is unpredictable and anyone can become disabled at any time. One of the most important steps you can take to protect yourself and your loved ones is to establish an estate plan. A well-designed estate plan provides for loved ones, including minor children or aging parents, provide for incapacity, avoid probate at death, reduce or eliminate estate taxes, and provide for charitable organizations.
I meet with individuals and families to review their personal and financial situation, including their needs, concerns, hopes and goals, and explain the options available to them based on their situation. This may include wills, trusts, powers of attorney, advance medical directives, guardian nominations for minor children, or a combination of these, depending on client needs and goals. Once their estate plan is in place, my clients enjoy peace of mind knowing they have provided for themselves and their loved ones if an unexpected crisis occurs. As goals and circumstances change, my clients are confident knowing they have a solid foundation to build on.
College-age children have very specific needs. Once children turn 18, in the state of Florida, they are considered adults. At this point, parents can no longer make legal or medical decisions for their children. College-age children shall have basic planning put in place, especially planning to provide their parents or trusted adult with access to their medical records and medical decision-making.
Children are our most precious treasures and every parent wants to make sure their children are protected. We provide the guidance and the tools to elaborate a plan where children are protected and always in the care of someone of trust and familiar to the children. Unexpected events are traumatic enough, so we make sure that a plan is in place to make the transition as less intruding and traumatic as we possibly can.