Estate Planning Lawyer in Fort Lauderdale
If you need help planning for the future, a Fort Lauderdale estate planning lawyer can guide you. Whether you want to create a will, set up a trust, or protect your assets, an experienced attorney can help you make informed decisions.
The right legal support gives you peace of mind, knowing your wishes will be honored and your loved ones will be taken care of. The legal team at The Siegel Law Group, P.A. has over 100 years of combined legal experience helping families and seniors prepare for the future.
Compassionate Fort Lauderdale Estate Planning Lawyers
We believe everyone deserves to age with dignity. That means having the right plans in place to protect your health, your assets, and your loved ones. You should feel like a joy to your family, not a burden, and have the support you need as life changes.
Our Fort Lauderdale estate planning attorneys take the time to understand your goals and offer personalized assistance. We’re here to help you feel secure, supported, and confident about the road ahead.
We Can Help With Different Areas of Estate Planning
Estate planning is more than just writing a will. It’s about making sure your wishes are clearly stated, your loved ones are protected, and your future is secure. Whether you’re planning for yourself, your family, or a loved one with special needs, we’ll guide you through your options.
Our Fort Lauderdale estate planning team includes:
- Wills and trusts lawyers in Fort Lauderdale: Wills and trusts help ensure your assets are handled according to your wishes after you pass away. Both wills and trusts have unique benefits, and many people choose to have both as part of a complete estate plan.
- Revocable living trusts lawyers in Fort Lauderdale: A revocable living trust allows you to manage your assets during your lifetime and control how they are distributed after your death. This way you can bypass probate, the legal process where a court oversees the distribution of your assets after you pass away.
- Asset protection planning lawyers in Fort Lauderdale: This type of planning can include setting up trusts, restructuring ownership of property, and creating a long-term care strategy that fits your goals. The earlier you plan, the more options you’ll have, but even in crisis situations, there may still be ways to protect what you have.
- IRA trusts lawyers in Fort Lauderdale: Individual Retirement Accounts (IRAs) are valuable assets, but without the right planning, they can create complications when passed on to heirs. We help you protect these retirement funds and ensure they’re distributed according to your wishes.
- Pet trusts lawyers in Fort Lauderdale: We help you create a legal plan that ensures your beloved animal companions are protected if something happens to you. A pet trust goes into effect immediately if you become incapacitated or pass away and it provides clear, enforceable guidance.
- Special needs planning lawyers in Fort Lauderdale: We help clients set up Special Needs Trusts that allow individuals with disabilities to receive gifts, inheritances, or settlements without losing important government benefits like Medicaid or Supplemental Security Income (SSI).
Estate Planning Matters Even if You Don’t Have Many Assets
Estate planning isn’t just for the wealthy; it’s for anyone who wants to have a say in their future and protect the people they love. Even if you don’t own a home, have investments, or carry large financial assets, having an estate plan in place ensures your wishes are clearly documented and legally recognized.
A basic estate plan can include key documents like a will, power of attorney, healthcare surrogate designation, and a living will. These tools let you make important decisions ahead of time, such as:
- Who will manage your finances if you become unable to do so yourself.
- Who will make medical decisions on your behalf if you’re seriously ill or injured.
- Who will care for your minor children if something happens to you.
- How your personal belongings (no matter how modest) should be distributed after your passing.
Without a plan, Florida’s laws will decide how your affairs are handled, which may not align with your preferences. Your loved ones could face unnecessary stress, legal delays, or even conflict.
Creating an estate plan puts you in control. It provides peace of mind knowing that your voice will be heard, your choices will be honored, and your family won’t be left guessing or struggling during an already difficult time.
No matter your financial situation, estate planning is a smart and caring step toward protecting your future. Let The Siegel Law Group, P.A. help.
Experienced Estate Planning Attorneys in Fort Lauderdale Review Tax Liability
Understanding the tax impact of your estate plan is key to protecting your wealth and making sure your loved ones receive what you intend to leave behind.
While Florida does not have a state estate or inheritance tax, there are still important federal tax rules to consider. These may include the federal estate tax, gift tax, and generation-skipping transfer tax.
A well-designed estate plan can help reduce or avoid these taxes through tools like trusts, lifetime gifts, and strategic asset transfers. Working with an estate planning attorney in Fort Lauderdale ensures your plan follows the latest tax laws and takes advantage of available exemptions and deductions. This way, more of your assets go to your beneficiaries, not to taxes.
Your Law Firm for Life and Beyond
Estate planning involves important decisions about your future, your family, and your property. A lawyer from our team can help you understand your options and make sure everything is done properly.
Without the right legal guidance, you risk making mistakes that could lead to confusion, delays, or even court battles down the road.
At The Siegel Law Group, P.A., we will help you create a clear and effective plan, including wills, trusts, powers of attorney, and healthcare directives. Our estate planning lawyers in Fort Lauderdale will make sure your documents follow Florida law and reflect your exact wishes.
