Law Offices of Lisa B. Rudolph, P.A.
Our Experience Allows Our Firm To Know What Works For Your Estate Planning Issues

Preparing Your Personalized Estate Plan

Estate planning involves more than assigning who will get your assets. An estate plan can help you plan for the care of yourself and your loved ones.

When your loved ones know what you want for the future and your assets, they can support you through your goals. Creating an estate plan can give peace of mind to you and your loved ones.

In Florida, basic estate planning is focused on the use of a last will and testament or revocable living trust as the foundation for planning your estate. When more sophisticated estate planning is appropriate or desirable to maximize the transfer of wealth, there are a number of different trusts and other tax planning techniques that may be appropriate for your Florida estate planning. . Having a plan in place when you need it makes distributing your assets a straightforward process.

Talking to an attorney who is knowledgeable in Florida estate administration can help you learn more about what you need to include in your estate plan. The Law Offices of Lisa B. Rudolph, P.A., can help you consider your next steps in creating an estate plan that reflects your wishes.

Customizing Your Plan

For some, an estate plan is a simple will that names a few assets to one or more beneficiaries. For others, an estate plan may be a collection of documents that coves far more than who gets what. No matter what you need, we can help you create a customized estate plan that fits your needs, including:

  • Powers of attorney
  • Trusts
  • Healthcare surrogate designations
  • Guardianships
  • Wills

The Law Offices of Lisa B. Rudolph, P.A., can help you create a plan and give you and your loved ones the support you need both now and when it is time for the plan to go through probate.

Get Started

We can help you create an estate plan whether you are looking for a short will or a collection of documents that will cover all your concerns. To make an appointment with an estate administration lawyer, contact us online or call 904-595-6133.

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