Planning for Everyone You Love and Everything You Have With Our Estate Planning Team

It is hard to plan for the unknown. Spending time thinking about all the things that could go wrong—accidents, diseases, incapacitation—is frightening and stressful. That is why so many of us avoid it at all costs. That is also why so many people leave loved ones behind to make difficult decisions without their input. It also means your loved ones could end up fighting in court for the assets you would have wanted them to have immediately. If this sounds like you, now is the time to do something about it. When you meet with Yolofsky Law’s estate planning team, you can be sure we will ask all the questions and account for every possibility as we protect your loved ones and your assets.

Perhaps you do have a plan in place, but how long has it been since you looked at it? People often make estate plans when they get married or with the birth of their first child, but then life gets in the way and they do not look at the plan again. Now is the time to revise your plan to account for a divorce, adult children, a special-needs dependent, or any number of other major life changes.

Getting Started Is the Hardest Part, but We Make it Easy

At Yolofsky Law, we have developed a process that makes estate planning relatively painless. We first ask clients to complete a Family Wealth Inventory and Assessment. This will help you get a clear picture of what you own and what you have to think about when it comes to planning for the well-being and care of your loved ones and loved belongings. Next, we conduct a Family Wealth Planning Session, where we spend time discussing your Inventory and Assessment and giving you the information you need to make important decisions. If you decide your current state of affairs is unacceptable, and if we both decide that it’s a fit to work together, then we can design an estate plan together that will best suit the needs of your family.

Why You Should Work With Us

You may have come across offers from lawyers for inexpensive estate plan packages or maybe you are tempted by free online resources to write a will. Unfortunately, these kinds of plans often don’t work because they are passing off what is little more than word processing as estate planning. You are asked a few questions and then the drafter decides which “plan” is right for you, and fits you into a template. This is not estate planning; it is little more than a “search and replace” of your family’s name and then a hit of the “print” button which spits out form documents.

At Yolofsky Law, we will educate you, take the time to get to know you, your family, your concerns, your goals, and your issues and will gladly and patiently answer all your questions to produce an estate plan that is exactly right for you. Every family is unique and we can work with you to meet all of your needs.

You Will Probably Need More Than Just a Will

A will—particularly one you download from the internet—will likely do little more than what would happen under the law in Florida without a will. When you work with us, the foundation of your estate plan will often include a revocable living trust; you transfer your property into this trust for your benefit during your life. You then name the people you want to be the beneficiaries of the trust. One of the benefits of a revocable living trust is that, when done correctly and maintained over time, your estate plan should help your family to avoid the cost and delay of probate and minimize or eliminate estate taxes.

If you are a family with young children, then your estate plan should begin with a foundation that ensures your children would always be taken care of, no matter what happens. At Yolofsky Law, one of our areas of greatest expertise is protecting minor children. Did you know that 69 percent of parents have not yet named guardians for their kids? Without proper planning, a judge who does not know you or your family will decide who will raise your kids, even if it is the last person you would ever want. Also, whether they are ready for it or not, when your kids turn 18, they could get a check for whatever assets are left. Working with us now will ensure that your kids are taken care of—and your money is taken care of for them—according to your wishes, not a stranger’s.

Find Out If We Are Right for You

Call us today to schedule a Family Wealth Inventory and Assessment. There is no commitment and you will learn important information about protecting your future.