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Homestead Wills & Trusts Attorney

Your level of preparation can immensely influence your ability to overcome adversity. When we are at our later stages in life, or when we know our time is becoming more limited, we begin thinking about how we want to leave our loved ones secure. This is when the service of our Homestead wills and trusts attorneys can prove to be valuable.

writing a person's last willCass & Ramos, PLLC is composed of trusted estate planning lawyers who specialize in the field of wills and trusts. We recognize your aim to properly allocate all your assets to the important people you will leave behind later in life. Our lawyers are fully equipped to guide you in every step of the process, ensuring that all your prepared documents are valid and substantial.

Wills are essential papers that allow you to bestow your assets to particular persons or organizations, appoint guardians for your children, and ultimately keep your family or children from the state’s intestacy proclamations.

Trusts also can provide controls on your assets, whether you are living or dead.

The services we provide are marked by a passion for easing your legal burdens. We understand that humans can’t fully control everything, including death, but having a legal groundwork is a smart and professional act of preparation for what is about to come. Be prepared and start talking to our Homestead, FL wills & trusts attorneys today.

Call Cass & Ramos, PLLC at (305) 699-0757 for your Free Consultation!

Things to Remember in Wills and Trusts

legal documents of the last will and testamentA will designates instructions on how to distribute property after your passing. The most common inclusions are the names of beneficiaries, entities that will execute your will’s terms, specific guardians for your minor children, and also definite details of your burial and memorial service. A legal will and testament should be written unmistakably to avoid confusion and disputes between your executor and beneficiaries.

Dying without a will can make managing your assets complicated because they will fall under the state’s intestate law. Your descendants also may have to pay a huge amount in the probate process.

Although a trust functions similarly to a will, a trust helps your assets and beneficiaries avoid probate. Trust is a legal instrument where you (the settlor) appoint an entity (the trustee) to handle your beneficiaries’ assets. It enables you to protect your assets from being used differently than what you intended to do if you were the one in control. A trust also has tax advantages, and it allows you to pass your assets to the next generation.

There are two types of trust you must remember. One is the revocable trust. The terms of this trust can be changed as long as the settlor is able to do so. The other type is an irrevocable trust which cannot be modified. However, if you made a revocable trust and you die, the trust becomes irrevocable.

Why You Need a Wills & Trusts Attorney

asset allocationCarrying out your plans on your own might eventually end up in a pileup of complications, especially if you have a large amount of assets to handle. Relying on the internet for what to do is not enough since every state has estate laws that differ from one another and every family has its own unique needs.

With our professional Homestead wills and trusts attorneys, you are guaranteed to have a will or trust that ensures the following:

Technicalities

There are specific terms and technicalities that only an experienced lawyer knows. Our lawyers can discern the most suitable ways to accomplish your goals. We can help you protect your assets during a potential will contest by providing a well-documented case file. We will make sure to help you minimize risk by taking the right measures in this complicated process.

Validity

If you make your documents, there is a chance of overlooking details that may prove crucial, such as signatures. You may even leave out assets you thought are not to be included. State statutes are also significant matters to consider. If you made your own documents and were not able to include particular details that the law requires to be on your will or trust, your effort may just go to waste and be considered invalid.

Credible Homestead Wills & Trusts Attorneys

wills and trusts attorney in Miami, FLAt Cass & Ramos, PLLC, your assets and personal details are always safe. Although your situation is unique, our wills and trusts attorneys have acquired adequate experience in various cases that may have been similar to yours. We will respect your decisions and will focus on helping you overcome the complex process of planning, evaluating assets and liabilities, and writing the document.

You do not have to be elderly or wealthy to draft a will or trust. Everyone can choose to be prepared for what might happen in the future and to maintain control of their property. Our Homestead wills and trusts attorneys are here to explain what can be included in your will, how to divide your assets among your beneficiaries properly, and what to consider when filing one. We also get you informed on the advantages and disadvantages of revocable and irrevocable trusts.

Our trained and professional lawyers have a long list of families satisfied with our legal services. Our legal team has always been efficient and reliable in doing their jobs. Rest assured, we will give you the same level of satisfaction with our experience, knowledge, and skills in establishing valid wills and trusts.

Frequently Asked Questions

Wills and Trusts

A will is a legal document that specifies how your assets should be distributed after your death, while a trust allows you to transfer assets during your lifetime and can help avoid probate.
While many people benefit from having both, it depends on your individual circumstances. A will ensures your wishes are followed, while a trust offers greater flexibility and privacy by avoiding probate.
If you die without a will, your assets will be distributed according to Florida's intestate succession laws, which may not align with your wishes. A will ensures that your desires for asset distribution and guardianship of minor children are respected.
A trust allows assets to be passed directly to beneficiaries without going through probate. This can save time, reduce costs, and keep the details of your estate private in Homestead.
A revocable trust, or living trust, is a trust that you can alter or dissolve during your lifetime. It allows you to manage your assets and plan for their distribution after your death while retaining control during your life.
An irrevocable trust is a trust that cannot be changed or revoked once it is created. It can provide significant tax advantages and asset protection in Homestead, but you relinquish control over the assets placed in the trust.
The trustee you choose should be someone you trust to manage your assets responsibly and according to your wishes. This can be a family member, friend, or a professional trustee, such as a lawyer or financial institution.
Yes, you can change or update your will or trust in Homestead as long as you are mentally competent. It's important to review your estate plan regularly, especially after major life changes like marriage, divorce, or the birth of a child.
A pour-over will is a type of will used in conjunction with a trust. It ensures that any assets not already in your trust at the time of your death are transferred, or "poured over," into your trust.
Yes, a will can be contested if there are concerns about its validity, such as claims of undue influence, fraud, or lack of mental capacity when the will was signed.
The cost of creating a will or trust varies depending on the complexity of your estate and the specific services you need. Our firm offers tailored estate planning solutions that fit your budget and requirements.
If you move to another state, it is important to review your will and trust with an attorney to ensure they comply with the laws of your new state of residence. Some aspects of your estate plan may need to be updated.
Individuals with significant assets, real estate, or complex family dynamics should consider setting up a trust. It can provide more control over asset distribution, protect assets from creditors, and minimize probate.
Certain types of trusts, such as irrevocable trusts, can offer tax advantages by reducing the taxable value of your estate. A trust can also help manage estate taxes and gift taxes.
You can include charitable donations in your will or trust by specifying a gift amount or percentage of your estate. This allows you to support causes that are important to you even after your death.

Free Consultation

Cass & Ramos Litigation Law Firm logoIf you fear that you might lose control of your assets or if you have questions on state law regarding wills and trusts, your best choice is to hire an attorney from Cass & Ramos, PLLC.

With our in-depth knowledge of Homestead law concerning wills and trusts, we will deliberate on all your concerns, assets, and other legal matters that we find valuable in your situation.

Call Cass & Ramos, PLLC at (305) 699-0757 for your Free Consultation!