Among American adults with annual household incomes of $75,000 or more, only 55% have a will.
Estate Planning allows you to provide instructions for how your assets are to pass and to whom they will be passed along to.
A legal document that gives authority to those named to make financials decisions on your behalf should you become incapacitated.
This document allows others to access your medical care information.
is a document that lets people state their wishes for end-of-life medical care, in case they become unable to communicate their decisions.
this document is composed to designate a person to serve as an individual’s guardian in the event the individual becomes incapacitated.
A Health Care Surrogate is a Power of Attorney that is specifically granted to make medical decisions. This means that if you are deemed unable to make medical care decisions, but a decision must be made, the designated individual can make the decisions on your behalf.
A will is a legal document that determines the distribution your assets upon your death. Without a Will, Florida law will determine who your assets go to.
A Living Trust, also known as a Revocable Trust is a document that is created to manage your assets during your lifetime and distribute them upon your death.
Failure to have an adequate plan in place can leave your family struggling during a very challenging time for them. Ensure your wishes are carried out in a stress free, empathetic, and efficient manor.
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If you do not protect your assets you could lose everything you have worked for and leave your family vulnerable!
The goal of Asset Protection is to employ techniques to limit creditors access to both your personal and business assets.
We want you to be aware of your options and the threats that could impact your estate. Check out some of our resources below
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I trust Ariel with all of my estate planning needs. I trust her experience and she has a done a great job in helping plan for my estate. I feel secure knowing she took the time to fully understand my ...