Experienced LaBelle Estate Planning Attorneys
Compassionate Counsel for Your Florida Estate Plan
While estate planning can be a difficult and emotional process for many LaBelle families, it's an essential step to ensuring that your assets are secure and your loved ones are cared for upon death or incapacitation.
At Dorcey Law Firm, we offer comprehensive services for trusts, wills, and estate planning tailored to your personal wishes. Our experienced estate planning lawyers can help develop a comprehensive estate plan to make sure nothing falls through the cracks, allowing you to rest easy knowing that your affairs are in order should anything happen to you.
Because every family is unique, our compassionate team takes adequate time to get to know our clients and their families before recommending the best course of action. From wills to trusts, we'll work closely with you to develop a comprehensive estate plan customized to your unique needs and preferences.
Our LaBelle estate planning lawyers can ensure that your loved ones are protected for years to come. Call (239) 309-2870 to request a free consultation.
Comprehensive Estate Planning Services in Florida
A comprehensive estate plan is vital to protecting your assets and prioritizing your family's continued wellbeing after you pass away. While the complexities of estate planning laws can be confusing and overwhelming, you don't have to navigate these emotional and legal hurdles on your own.
Our experienced estate attorneys offer compassionate counsel to Florida families and empower them to make informed decisions for their future. We understand how difficult the subject of death can be, which is why we're dedicated to making probate, trust, and estate planning processes as simple and pain-free as possible for you and your loved ones.
After serving thousands of clients in LaBelle and beyond, our team has the in-depth knowledge and experience to help families with a variety of estate planning needs, including (but not limited to):
- Wills
- Trusts
- Elder Law
- Asset Protection
- Business Planning
- Disaster Protection
- Estate Tax Planning
- Medicaid Crisis Planning
- Auto Pilot Panning Program
- Probate & Estate Administration
Turn to our accomplished firm for high-quality legal services that can help you prioritize your loved ones for many years to come.
Benefits of Having a Comprehensive Estate Plan
Life is unpredictable, making it all the more crucial to plan for the future and take necessary steps to protect your legacy. Comprehensive estate planning can provide LaBelle residents with the peace of mind they deserve in knowing their wishes will be honored after they’re gone.
While there are many benefits to estate planning in Florida, popular advantages include:
- Reducing the possibility of familial conflict or disputes between beneficiaries, such as who should inherit what properties and assets
- Outlining how any debts or taxes are to be paid to avoid burdening family with any outstanding expenses, such as medical costs or credit card debt
- Ensuring that your assets and property are properly managed upon death or incapacitation
Additionally, if you have children, it’s imperative to consider who will provide for their financial, physical, and emotional needs should something happen to one or both parents. An estate plan can help establish guardianship for minors to ensure their future remains secure no matter what.
Creating a Will
Creating a will is one of the most important steps you can take to protect your family and prioritize their future no matter what happens. From deciding how to distribute assets to outlining specific instructions for guardianship, wills are essential documents that ensure everything is taken care of should the worst happen.
Our lawyers help create a will to secure your family’s future. Also known as a Last Will and Testament, a will is a legally binding document that details an individual's wishes and instructions for the distribution of their estate and assets after death. Wills can include specific instructions for how assets should be distributed, who should receive them, and when these assets should be received.
Our experienced estate planning attorneys at Dorcey Law Firm can help draft a will tailored to your needs. We understand how difficult it can be to establish a plan of action should something happen to you, which is why we’re here to help Florida families by providing compassionate counsel throughout each step of the process.
Estate Planning Services We Can Help You With
No matter how complex or contentious your situation is, we will clearly outline your options and develop a thorough strategy for achieving your objectives.
Establishing a Trust
In Florida, a trust is a legal document that allows an individual to set aside assets and appoint a representative ("trustee") to manage their assets on behalf of the designated beneficiaries. Establishing a trust can be an effective way to avoid probate upon death, which can save families time, money, and additional stress while grieving the loss of their loved one. There are different types of trusts that Floridians can choose from when planning their estate, including:
- Living Trusts – Also known as “revocable trusts,” living trusts permit the grantor to transfer assets into a trust during their lifetime. This means that the trust will go into effect as soon as it’s signed and officialized by the court.
- Testamentary Trusts – Commonly referred to as “irrevocable trusts,” testamentary trusts are created through the grantor’s Last Will and Testament. Unlike revocable trusts, testamentary trusts will only go into effect after the grantor’s death.
It’s worth noting that living trusts must be funded to be amended by the grantor. If the trust is unfunded upon the grantor’s death, it may be subject to probate, which can defeat one of the primary advantages of establishing a trust. Trusts can also offer grantors more control through customized options, such as establishing when and how beneficiaries can receive their share of the inheritance.
The grantor can also specify certain factors, such as monetary amounts, beneficiary age, or other life stages, like graduating from college or buying their first home, denoting when and how their estate is to be distributed upon their death. Other potential benefits to establishing trusts include tax benefits and protection from creditors.
The Dorcey Law Direction
-
High Value ServiceWe pride ourselves in giving you high-value legal services and results for the money that you pay.
-
Established Roots in FloridaWe have strong roots in Fort Myers and surrounding cities. We are well established and promise to be around to represent you, your children, and grandchildren!
-
Education is Key!We host weekly seminars and are dedicated to teaching our clients about the process and legalities surrounding estate planning and probate. Learn more about how you can join our Auto-Pilot program today!
-
We Are Your NeighborsWe are not the typical attorneys you will find in Florida. We are laid back and down to earth and believe in being someone you can talk with about delicate issues as if we were neighbors.