If you live in Florida, you know how much this state has to offer. Florida has hundreds of miles of beaches and coasts on the Atlantic Ocean and Gulf of Mexico. You can explore the Everglades National Park, charming historic coastal towns like Palm Beach, and the exciting nightlife of Miami. Traveling way down south, you can visit Key West and its unique approach to waterfront life. If you and your family reside in Florida and want to ensure you can preserve your home, assets, and future financial security, creating an estate plan is essential. The Millman Law Group, founded by Aaron D. Millman, Esq., CPA, was created in 2018 to provide our clients with professional and honest estate planning services. We carefully consider every family’s unique needs before recommending estate planning strategies. If you are ready to start estate planning in Florida, contact The Millman Law Group for your initial consultation. 

The Elements of Florida Estate Planning

Your estate includes all your belongings, but what happens to them once you die? The majority of people give their possessions to friends, family, or charities.

To ensure that your belongings are allocated as you like, you must draft a plan that details your exact instructions. These instructions are your estate plan. When estate planning in Florida, you work with your attorney to determine: 

• Who receives what assets from your estate
• The assets you are granting to others
• When your beneficiaries will receive those assets

You can avoid paying exorbitant state taxes, court fees, and legal expenses by developing a comprehensive estate plan with the assistance of your Florida estate planning attorney. 

Why You Should Work With an Estate Planning Lawyer

Estate planning involves more than just transferring your high-priced assets. Together with your estate planning attorney, you can do the following: 

• Plan for the transfer of your business in the event of incapacity, disability, retirement, or death 
• Make provisions for your assets and medical care in situations when you cannot make decisions for yourself
• Name a guardian for your children
• Provide financial support to relatives with special needs without removing their eligibility for government aid 

Estate planning is a process that changes as your lifestyle changes. We suggest evaluating your plan when key aspects change over time. You can consult your Millman Law Group attorney about when to revise or update your plan. 

Comprehensive Estate Planning in Florida with The Millman Law Group

To produce a comprehensive estate plan, your Florida estate planning attorney will use a variety of tools to achieve the desired results. These tools include:

• Wills: These are necessary for the transfer of assets.
• Special Needs Trusts: Select beneficiaries with special needs without denying them access to government funding. 
• Revocable Trusts: Revocable trusts can be terminated, assets can be removed, and trust instructions can be changed while you live. After your death, trusts enable your beneficiaries to avoid protracted probate and conservatorship hearings.
• Durable Power of Attorney: Used when a person cannot make choices about their own estate.
• Health Care Proxies and Living Wills: In cases where you are unable to make medical decisions for yourself, your living will and proxy will specify your preferences. 

Estate planning can be helpful if you want to influence what happens to your property after you die. Making an estate plan is the best course of action because it guarantees your desires are carried out. 

Read Our Client Reviews

To learn more about the assistance and support we offer our clients in Florida, read a selection of our client testimonials: 

• “Mr. Millman is wonderful. He assisted my family immediately and relieved us of a lot of stress and uncertainty. He answered all of our questions thoroughly and walked us thru the process step by step seamlessly. I would recommend him to anyone in need of an estate attorney. Thank you so much, we are very appreciative!” – Jillian Ritter
• “My husband and I had a great experience with Aaron Millman and his staff; we have used him as our attorney for a number of years, and he has written and revised our trust and will with clear explanation and in a timely manner; his staff is a pleasure to work with, as well.” – Barbara Feinberg
• “My wife & I had a great experience with Aaron who came highly recommended by a family member. He took his time explaining all details pertaining to our family planning and answered all questions. Great, cordial staff.” – Jeff Noguera

Contact The Millman Law Group to Start Estate Planning in Florida 

Millman Law Group, PLLC is one of the only law firms that offers life planning in South Florida. From life care planning to the preparation of detailed estate plans, Millman Law Group has committed to serving Floridian elderly communities in Boca Raton, Palm Beach County, Ocean Ridge, Hillsboro Beach, and many other areas since 2018. Our dedicated team specializes in special needs trusts and catering to any age demographic because we know that it’s never too early to start preparing for your future. For the latest news in estate planning and elder care law, follow us on Facebook, Twitter, LinkedIn, and Pinterest. You can also contact us at 561-463-6480.