A revocable living trust is a powerful legal tool that helps you manage and protect your assets during your lifetime and after your passing. In Fort Lauderdale, a revocable living trusts lawyer can guide you through the process of setting up a trust that reflects your wishes.
With more than a century of combined legal experience, The Siegel Law Group, P.A., helps ensure your estate is managed the way you intend without avoidable complications.
As trusted estate planning lawyers in Fort Lauderdale, we provide clear guidance throughout the entire process. Call today for a free consultation.
What Is a Revocable Living Trust?
A revocable living trust is a legal document that lets you control how your assets are managed during your lifetime and how they are distributed after your death. You can change or cancel the trust at any time, as long as you’re mentally capable.
When you create a revocable living trust, you transfer ownership of your assets (like your home, bank accounts, or investments) into the trust. You usually serve as the trustee while you’re alive, which means you keep full control of your property. After you pass away, a successor trustee you choose steps in to manage and distribute the assets according to your instructions.
For a free legal consultation with a revocable living trusts lawyer serving Ft. Lauderdale, call 561-955-8515
Revocable Living Trusts Attorneys in Fort Lauderdale Who Genuinely Care
Attorney Barry D. Siegel, Esq., founder of The Siegel Law Group, P.A., was personally impacted by the challenges that come with aging and long-term care. His grandmother, Betty, became seriously ill but didn’t have long-term care insurance. As a result, she had to spend down her savings to cover the cost of care, leaving her with nothing.
Watching this happen shaped Barry’s career and inspired his commitment to help others avoid the same hardship. Everyone deserves to age with dignity. Families shouldn’t have to choose between caring for loved ones and protecting their financial future.
He built his law practice to help people plan ahead, preserve their assets, and leave behind a legacy. His work is driven by the belief that no one should feel like a burden as they grow older.
Ft. Lauderdale Revocable Living Trusts Lawyer Near Me 561-955-8515
Should I Consider a Revocable Living Trust?
Revocable living trusts are a smart option for many people who want more control over how their assets are managed. If you own property, have a family, or simply want to make things easier for your loved ones in the future, a trust may be right for you.
You may benefit from creating a revocable living trust if you:
- Own real estate in more than one state
- Have a child or dependent with special needs
- Want to protect assets for someone who struggles with managing money
- Prefer to keep your estate matters private and avoid the delays of probate
Fort Lauderdale revocable living trusts attorneys take time to learn about your specific goals and financial picture. From there, we help you decide if a revocable living trust or another estate planning tool is the best fit for your needs.
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Key Things to Think About Before Creating a Revocable Living Trust
While trusts offer privacy and flexibility, they’re not always the best fit for every situation. That’s why we take time to get to know your personal goals, financial picture, and family circumstances before making any recommendations.
One of the most important choices you’ll make is deciding who should take over if you become unable to manage things yourself. This person (called your successor trustee) will play a big role, so choose wisely. Whether you prefer a reliable family member or an experienced third party, we’ll help you understand your options.
Also, think about how your trust fits with the rest of your estate plan. A revocable living trust is a strong tool, but it works best when it’s supported by documents like a pour-over will, a durable power of attorney, and medical directives. As your Fort Lauderdale revocable living trusts lawyers, we’ll help make sure your plan is aligned with your wishes.
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The Benefits of Choosing a Revocable Living Trust
A revocable living trust is a flexible and powerful estate planning tool that helps you manage your assets during your lifetime and ensures they are distributed according to your wishes after your death. Unlike a will, a revocable living trust avoids probate, offering greater privacy and efficiency.
Here are some key benefits of creating a revocable living trust:
- Avoids probate: Your assets can be transferred directly to your beneficiaries without going through court, saving time and money.
- Provides privacy: Unlike wills, trusts are not public record, keeping your personal and financial matters private.
- Maintains control: You retain full control of your assets during your lifetime and can make changes to the trust at any time.
- Manages incapacity: If you become unable to manage your affairs, your chosen trustee can step in and handle your assets without court involvement.
- Simplifies multi–state property issues: If you own property in more than one state, a trust can help avoid probate in each of those states.
- Supports loved ones: You can set specific terms for how and when your assets are distributed, which is helpful for beneficiaries who need guidance or protection.
A revocable living trust offers peace of mind and control over your legacy. With proper planning, you can help protect your family and your assets, now and in the future.
Talk to a Fort Lauderdale Revocable Living Trusts Lawyer
At The Siegel Law Group, P.A., we dedicate our time to helping individuals and families in Fort Lauderdale plan for the future with clarity and care. We offer free consultations so you can explore your options without pressure or confusion.
Thinking about your future means taking steps today to protect what matters most. A revocable living trust is a smart way to safeguard your assets, ease the burden on your family, and make sure your wishes are clearly followed.
Our team will take the time to understand your goals and build a trust that fits your needs. Let us help you create a plan that protects your loved ones and honors your legacy. Contact us today to schedule your free consultation.
Call or text 561-955-8515 or complete a Free Case Evaluation form