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Planning for the future allows you to live more fully in the present, knowing you’ve taken meaningful steps to protect the people and assets that matter most. Establishing a revocable living trust is a strategic way to manage your assets during your lifetime and ensure they’re distributed efficiently after your passing.
A Broward revocable living trust lawyer can help. At The Siegel Law Group, P.A., we have proudly served clients across Broward County for over two decades, helping individuals and families create clear, customized estate plans.
Our experienced attorneys understand the challenges of planning for the future and are here to guide you. Discover how our Broward estate planning lawyers can help with a free case consultation.
The Importance of Estate Planning in Broward
Estate planning isn’t only for the wealthy. Anyone who wants to ensure their family is protected and their wishes are respected can benefit from estate planning.
A comprehensive estate plan gives you control over how your assets are managed and distributed, both during your lifetime and after your death.
Without a plan, your estate may be subject to Florida’s intestacy laws, which could leave your loved ones dealing with court delays, unexpected costs, and potential disputes.
Common assets included in an estate plan include:
- Homes and investment properties
- Checking and savings accounts
- Stocks, bonds, and retirement accounts
- Vehicles, boats, and RVs
- Life insurance policies
- Family heirlooms and collectibles
- Business interests
- Intellectual property rights
- Personal belongings and digital assets
We work with individuals of all ages and financial situations to design flexible, forward-thinking plans. Whether you’re single, married, a parent, or a business owner, we’ll help you plan for the “what ifs” so your loved ones aren’t left unprepared.
For a free legal consultation with a revocable living trusts lawyer serving Broward, call 561-955-8515
Why You Should Consider a Revocable Living Trust
A revocable living trust is one of the most powerful tools available in modern estate planning. Unlike a will, which only takes effect after you pass away, a revocable living trust is active during your lifetime.
It allows you to manage your assets and appoint a successor trustee to step in if you become incapacitated or pass away.
Some of the key benefits of a revocable living trust include:
- Avoiding probate: Assets held in a trust bypass Florida’s probate system, reducing delays, legal fees, and public court involvement.
- Maintaining privacy: Unlike wills, which are part of the public record, trusts are private. Only your beneficiaries and trustee will have access to your instructions.
- Planning for incapacity: If you become ill or unable to manage your affairs, your successor trustee can step in immediately, avoiding the need for court-appointed guardianship.
- Retaining control: As the grantor, you can revise, amend, or revoke the trust at any time while you’re alive and of sound mind.
- Protecting beneficiaries: A trust allows you to control when and how your beneficiaries receive their inheritance, which is especially helpful when providing for minor children or financially inexperienced heirs.
- Managing assets: A trust creates a streamlined plan for how your assets are handled during your lifetime and after your death.
At The Siegel Law Group, P.A., we tailor each revocable living trust to our client’s specific goals, whether you want to provide for your children, protect your spouse, or preserve your legacy for future generations.
Broward Revocable Living Trusts Lawyer Near Me 561-955-8515
Crucial Roles in a Revocable Living Trust
Creating a living trust means defining clear roles:
- Grantor: The person who creates and funds the trust (typically you)
- Trustee: The person or institution you choose to manage the trust assets (you often serve as your own trustee initially)
- Successor trustee: The individual or entity that takes over if you pass away or become incapacitated
- Beneficiaries: The people or organizations who will receive the assets in your Trust after your death
This structure allows for continuity of asset management during any period of incapacity and ensures your estate is handled efficiently according to your instructions.
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Funding a Revocable Living Trust
Establishing a revocable living trust is only the first step. Funding the trust, meaning transferring your assets into it, is essential. Our attorneys assist with properly titling your assets so they are legally part of the trust. These may include:
- Real estate: Your home, rental properties, or vacation homes
- Financial accounts: Checking, savings, CDs, brokerage accounts
- Business interests: LLCs, partnerships, or corporations
- Valuable personal property: Jewelry, art, antiques, or vehicles
- Life insurance policies and annuities
- Intellectual property rights
Without proper funding, your trust may not function as intended. We take the extra step of ensuring your trust is funded completely and provide ongoing reminders if you acquire new assets that should be included.
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The Importance of Having Both a Trust and a Will
Even with a revocable living trust, a pour–over will is a critical companion document. It serves as a backup plan to ensure any assets not titled in the name of the trust at the time of your death are transferred into it through probate. It also allows you to:
- Appoint a guardian for minor children
- Address final wishes regarding burial or cremation
- Name a personal representative to manage any remaining estate matters
An experienced revocable living trusts attorney in Broward will help you coordinate both documents, ensuring they work together to fully protect your estate.
Revocable Living Trusts Lawyers Serving Broward Can Help You Understand the Probate Process in Florida
If you pass away without a trust, your estate must go through probate, which is a court-supervised process to validate your will and distribute your assets. Probate in Florida can be:
- Time–consuming: It often lasts six to twelve months or longer.
- Costly: Legal fees and court costs can reduce the value of your estate.
- Public: Probate documents are part of the public record.
- Stressful: Your loved ones may face delays and legal challenges.
By placing your assets into a revocable living trust, you shield your family from many of these burdens, allowing for a more streamlined and private transition.
Reach Out to an Experienced Revocable Living Trusts Attorney in Broward Today
At The Siegel Law Group, P.A., we’re more than just lawyers. We’re also partners in planning for your future. Our Broward-based legal team brings compassion, experience, and dedication to every estate plan we create.
With over 22 years of experience, we are a trusted firm for Florida estate planning. We are also proud to serve families throughout Broward County, helping them protect what matters most through revocable living trusts and other estate planning tools.
Don’t wait to take control of your legacy. Whether you’re establishing your first trust or reviewing your existing plan, we’re here to help. Contact us today to schedule a free case evaluation with a member of our team.
Call or text 561-955-8515 or complete a Free Case Evaluation form