Wills and Trusts Lawyer in Naples
Setting up a will or trust represents an essential part of the estate planning process. You can get professional help planning for your future and protecting your legacy by hiring a Naples wills and trusts lawyer from our team at The Siegel Law Group, P.A.
We have over 100 years of combined experience and can provide the legal advice you need to successfully preserve your wealth. You can rely on a Naples estate planning lawyer to review the specifics of your situation and to provide the personalized assistance you need.
Reach out to us now so we can help you protect your wishes and your legacy.
Why Hire a Wills and Trusts Lawyer in Naples, FL?
Hiring an experienced attorney to handle the creation and administration of your will or trust can give you a sense of confidence about the future. Wills and trusts must meet certain legal standards for the court to enforce them; an attorney can make sure all your documents are in order and filled out correctly.
An attorney can also provide the estate planning tools you need to ensure the protection of your legacy. Our law firm takes the creation of trusts and wills seriously, and you can rely on us to review your situation and provide recommendations on the specific steps you should take.
We Can Assist With Many Types of Wills and Trusts
Our legal team understands that different people need different types of wills or trusts to meet their specific needs. We use our wealth of experience to help you find the options that best fit your needs.
We’re ready to help with a living will or a document that details how you want your assets handled in the future.
We also know what it takes to assist with IRA trusts, pet trusts, or a special needs trust. We’ll listen to you, ensure that we fully understand your situation, and then make recommendations on the types of trusts that would most benefit you and your family.
Why Choose Us to Handle Your Legal Needs?
Our team at The Siegel Law Group, P.A. has the extensive experience and legal knowledge to assist when you need to set up a will or trust. We understand the ins and outs of the legal process, allowing us to provide the personalized support and advice you deserve.
We provide a complimentary consultation with a planning consultant when you reach out to us for help. We’ll respond quickly to you throughout the planning process, and you can always contact us for questions or adjustments to your legal documents over the years.
Furthermore, we believe in providing personalized attention to each of our clients. You have unique needs, and we respect that. A Naples wills and trust lawyer can give you the care and dedicated service that you deserve.
We Provide the Information You Need
You do not have to make a decision about setting up a will or trust in the dark. We believe in providing our clients with the information they need to move forward confidently. You can check out our webinars and seminars to learn more.
We’ll also carefully guide you through the process of setting up all legal paperwork.
Why Create a Will in Naples?
Creating or updating your will gives you a chance to outline your wishes through an official legal document. Our team can explain the exact steps you need to take to set up your will. We strongly suggest that everyone complete one of these documents, but they may be especially useful if you have:
- Minor children who would need care in the future
- Recently moved to Florida and want to ensure your documents align with state laws
- A second marriage or blended family
- Recently received a diagnosis for an illness or serious medical condition
- Plants to transfer a business to a child or grandchild
Many people choose to update their wills before going on vacation or having surgery. You may also want to update your will after a divorce. We can help you update your will through the use of a codicil.
A codicil allows you to amend your original legal document. We must draft the document in the same way we drafted your original will. The document must be witnessed and signed, as well.
Information About Creating Your Own Will
Is it OK to use a DIY will service in Florida? You have the option to create a form-generation or DIY will. However, these documents may not hold up in court, especially if they do not adhere to all legal requirements in Florida.
Therefore, you should work with an attorney who can create an official and legally binding document on your behalf.
We Can Adjust Your Legal Documents Over Time
You do not have to make a one-time decision when creating a trust or will. Instead, we can adjust many of these documents over time. In fact, we include long-term care protection in our services, allowing us to review and adjust your plan throughout your life.
You can reach out to adjust your documents if you have:
- Concerns about asset protection
- Purchased or sold real estate
- Questions about the estate tax
Remember, you can benefit yourself and your family by taking proactive steps to prepare for the future. We want to help you throughout the process of preparing for the future with proper planning.
You can protect your legacy and support your family with help from a wills and trusts attorney in Naples, FL. We want to ensure that your estate plan will work the way it should.
Talk to Us About Setting Up a Will or Trust in Naples
You can get professional help with planning for the future by hiring a Naples wills and trust attorney from our team at The Siegel Law Group, P.A. We’re here to provide fast and straightforward answers to all of your legal questions, allowing you to make informed choices about these complex legal matters.
We’ll listen to your concerns and explain all the options you have to protect your family and legacy. You can take charge today by reaching out for a consultation with a member of our professional legal team.
Tell Us What Happened
Call (239) 422-6460 or fill out the short form below. We will usually respond within 1 business day but often do so the same day. Don’t hesitate. Your questions are welcome.
*Required Fields
We respect your privacy. The information you provide will be used to answer your question or to schedule an appointment if requested.
Protect Your Family Today
Call (239) 422-6460 or Fill Out The Form
How Many of These Life Situations and Goals for a Trust Apply to You?
- I do not want the state to take my money when I die
- I have a blended family/2nd marriage
- Asset protection concerns
- I have real estate outside of Florida
- High net worth/wealth preservation
- Children/beneficiaries need protection from themselves, e.g., frivolous spending, bad marriage/ex-spouse, creditors, litigation, etc.
- I want to transfer my business to the next generation
- I want to avoid Probate court or minimize Probate
- I do not want my son/daughter-in-law to get their hands on my child’s inheritance
- I moved to Florida and want to update my trust to Florida law
- Estate tax concerns
- I have a Special Needs child
- Provide for a pet
- I have charitable interests
There are many types of Trusts to choose from in Florida, including Living, Testamentary, Revocable, and Irrevocable. Contact us today to craft a document that works best for your situation.
Protect Your Family Today
Call (239) 422-6460 or Fill Out The Form
Reasons to create or update a Last or Living Will:
- Do not have a last will or living will
- Have minor children
- Have a DIY/form-generated will and want to upgrade to a more robust document
- Moved to Florida and want to update your will to comply with Florida law
- You and/or your spouse are “getting up there in years”
- Have a blended family / 2nd marriage
- Recent illness or adverse medical diagnosis
- Want to transfer your business to the next generation
- Going on vacation or an extended trip
- Having surgery
- Have a Special Needs child
- Pending divorce
- Want to leave an inheritance to a spouse, children, or loved ones
- Want to support charitable interests
If you wish to update your Will or Trust, you may create a codicil. This is an amendment to the original document that must be drafted, witnessed, and signed in the same manner as the original. You may also create a new Will or Trust that reflects your current needs.
Protect Your Family Today
Call (239) 422-6460 or Fill Out The Form
It’s Always Best to be Proactive Rather Than Reactive
As we age, there are numerous things to consider, not only for ourselves but our families. By planning today, we can ensure things are easier for ourselves and our families in the future. Don’t let everything you’ve worked for just slip away due to a lack of proper planning. Invest the time now to learn your options by speaking with one of our Florida Elder Law lawyers and making the choices that protect your legacy.
What is the difference between a Will and a Trust?
The terms Will and Trust are sometimes used interchangeably. However, this is not correct. There are some differences between the two.
A Will is a legal document outlining an individual’s final wishes. This can include how they want their personal affairs to be handled, including burial arrangements, etc., along with how they want their property to be distributed.
A Trust, on the other hand, is a financial instrument that allows the trustor to transfer their assets under the management of a third party, also known as the trustee. Depending on the type of trust, it may offer significant protection from creditors and other suits against the estate.
Protect Your Family Today
Call (239) 422-6460 or Fill Out The Form
What Our Clients Are Saying
Protect Your Family Today
Call (239) 422-6460 or Fill Out The Form
Actual Words Clients Have Used to Describe Us & Their Experience:
“The absolute best law firm. I can’t say anything negative,” ” felt very comfortable trusting them and I am very satisfied with how everything went,” ” easily accessible, meticulous, and thorough,” “Everybody I met was so warm, welcoming and helpful,” “They are very helpful and agreed to meet with my children so that they establish a relationship with them,” “We actually went to Mr. Siegel to discuss Elder Law regarding my mother, and then found ourselves redoing our entire Trust,” “Also provided me a complete kit with carrying bag to transport all of my documents. Again Thank You ALL at Siegel Law Group,” “They were efficient, courteous, and professional to my mom’s needs,” “They did a tremendous job keeping us informed, being timely, meeting all of our expectations,” “I feel a huge weight is now off my back. Very grateful for Barry Siegel and his well-organized team,” “They navigate all your needs as if you’re the only customer with your current reasons for being a client, and follows up with us constantly,” “I am more than confident they are doing everything within their power to assist me as a client, and they are extremely responsive (not to mention kind),” “They quickly responded to our questions, collected the information that they needed, and arranged a consultation call,” “I appreciated the time that Mr. Seigel took to explain the best way to achieve the safest way to make sure that I have set up all necessary documents that are necessary to have in place as I age,” “I can’t say enough about their service and attention and would recommend them highly,” “They helped me with an Estate Plan, trust, and bloodline planning about 5 years ago. We get together every 1-2 two years to check in on any major life events and make any necessary updates.”
If these qualities are what you are looking for in a law firm, then contact us to see how we can help you and your family.
Pet Trust Planning Attorney in Naples
If you do not plan, your pet may be negatively affected once you cannot care for them anymore. Your family may not want or know how to properly care for your animals. Without detailed instructions to help them, your family may not accept the challenge. A pet trust can help avoid changing your pet’s life or routine.
A pet trust is a type of trust that essentially acts as a manual for caring for your pet. In addition to detailed instructions, you can place money aside for your trustee to pay for your pet’s care. These resources alleviate the financial burden of caring for an animal.
Your pets are family, too. So protect them like family. Contact us to discuss adding a pet trust to your Estate Plan.
Protect Your Family Today
Call (239) 422-6460 or Fill Out The Form
What To Do Now
We welcome your questions and want to understand your situation to help you move forward. Call our office at (239) 422-6460 with questions and a description of your situation to see if we can assist or to schedule a consultation. Or you may simply fill out the form above on this page. Your form will be directly emailed to our office, and you can expect a reply within one business day and often within hours of the same day. All information you share is confidential.
Our Location
We help families throughout.
Serving clients in Naples, Marco Island and throughout Collier County.
Protect Your Family Today
Call (239) 422-6460 or Fill Out The Form
7 Steps to Make Sure Your
Estate Plan is in Order
Make smart choices to protect your loved ones. Download our free guide.
