Protect your Family, Protect your assets

Whether you are young or old, the unexpected can happen at any time

Florida Estate Planning

Estate planning is the process of creating a comprehensive plan to manage your assets, make important medical and financial decisions, and ensure the orderly distribution of your estate upon incapacity or death.

components of a good Estate Plan

  • Living Wills and Trusts
  • Last Will and Testament

  • Durable Power of Attorney
  • Healthcare Surrogate Designation
  • Designating Beneficiaries and Guardianship

  • Final Wishes Plan

  • Florida Homestead Exemption
  • Estate Tax Planning

Wills & Trusts

  • Types of Wills
  • Types of Trusts

  • Differences between wills and trusts
  • Plan the distribution of assets in the event of becoming incapacitated
  • Plan the distribution of assets upon death
  • Avoiding probate court
  • Making a valid will or trust in Florida

Florida Probate

  • What is Probate?
  • The probate process
  • How to protect your money, valuables, and family heirlooms from probate
  • How to protect your house from probate
  • How long does Probate take?
  • Is probate expensive?
  • How to avoid probate

Get the peace of mind you need now

What happens if I don’t have an estate plan, will or trust?

WHY DO I NEED TO PROTECT MY FAMILY NOW?

  • Establish guidelines for disbursement of assets after death
  • In case of unexpected death, nominate legal guardians for your children

  • Protect your family legacy

  • Protect your children in divorced or blended families

  • Designate a healthcare surrogate to carry out your medical wishes

  • Designate a Durable Power of Attorney for authority to oversee your business matters

  • Prevent your money, home, and belongings from getting held up in Florida probate court

  • Minimize in-fighting among your surviving family

  • Divide assets among your beneficiaries as you wish

  • Minimize tax responsibility for your heirs

  • Make sure you have valid legal documents in the event of becoming mentally incapacitated in the future

  • Make a plan for children with special needs

“Reese Harvey is a ‘go to’ attorney who keenly analyzes the law from both points of view. Reese is comfortable and confident in the courtroom, well-respected amongst his colleagues, honest, and always offers one-on-one personal attention. He leaves his door open post-trial for follow-up needed support. Reese demonstrated great empathy and compassion toward our unfortunate circumstances. His sincerity helped deliver a most favorable outcome for our case. Thank you Reese and Karli for all you’ve done for me and my family!”

K.G. - Jupiter, Florida