Estate Planning Lawyer, Santa Rosa Beach, FL

Santa Rosa Beach Estate Planning AttorneyEstate planning is a very sensitive topic. Assets, healthcare, and family are among the most valuable possessions in life, and estate law deals with them. The stakes may be quite high and extremely personal. There’s no better time to start planning for your and your family’s future, including protecting your hard-earned assets, than NOW. When you are ready, we’re here to help. Reach out to a knowledgeable and dedicated Santa Rosa Beach Estate Planning Attorney at Moorhead Law Group today.

Wills, Trusts, And Estates In Florida

Moorhead Law Group has established a successful team of estate planning attorneys who have extensive expertise assisting people and families in developing estate plans to safeguard and pass on their assets while reducing the risk of future legal action. Our Santa Rosa Beach Probate Attorneys and Estate Planning Lawyers in Florida, work closely with clients to handle probate, draft wills, trusts, handle company transfers to family members and provide various other estate planning services.

Preparing a Comprehensive Estate Plan

We never expect tragedy or unforeseen events to occur in our lives. Unfortunately, due to an accident or diminished mental ability, or if you die early, the day may come when you are no longer able to sign legal estate planning paperwork.

A solid estate plan may help battle against unexpected tragedies and benefit individuals and families with significant assets. Even if you don’t think you possess enough property to establish a thorough estate plan or trust, you should speak with an expert attorney about these essential concerns. Almost everyone should complete the necessary estate planning paperwork for their circumstances. Cherish the complete peace of mind with creating that plan, knowing that your wishes will be followed even after you’ve passed away. Estate planning can also help you save money on taxes and cut down on the time it takes to transfer assets to your heirs in probate court.

Florida Wills & Trusts

A will is a legal document that outlines your intentions for the care of your children and the disposal of your assets after you pass away. A testator can dispose of assets in a Will, appoint a personal representative to manage the estate, and indicate who will care for dependent children following the testator’s death through a will. Wills in Florida are required to follow particular procedures, including appropriate signing and witnessing. Furthermore, the testator must be of sound mind for the will to be valid. An attorney can make sure your will has the provisions you want and is properly executed. For additional information, contact our Santa Rosa Beach estate planning, wills, and trusts lawyer today.

A trust is a legal arrangement involving a settlor, trustee, and beneficiary. The trust’s assets are placed by the settlor. The trustee then administers the assets for the beneficiary’s benefit in accordance with the trust’s guidelines. A trust can be used for a variety of purposes, depending on the form of trust.

The following are some of the purposes of forming a Trust in Florida:

  • Minimize tax burden;
  • protect assets from creditors;
  • manage money for children,
  • for the disabled, or irresponsible members of the family; and
  • Probate avoidance

Revocable and irrevocable trusts, inter vivos and testamentary trusts, life insurance trusts, marital trusts, charity trusts, and special needs trusts are among the numerous types of trusts in Florida. An attorney can help you choose the right form of trust for your needs and prepare the trust instrument to ensure that your assets and family members are protected to the fullest extent possible.

Contact our Santa Rosa Beach, FL Estate Planning Attorney

Making decisions about your estate planning might be a difficult task. Our Santa Rosa Beach estate planning attorneys at Moorhead Law Group can guide you through it and provide a strategy that is tailored to your unique requirements.

To book an estate planning consultation with an expert attorney and explore the choices that are best for you and your family, contact us now. Call us at (850) 608-0112 or fill out our convenient online form.