Preserving your Family’s Wealth
Whether you’re planning your future medical care or establishing directives for support or maintenance for loved ones upon your death, the experienced attorneys at RTB Law & Title, P.A. can help with all your Estate Planning issues, including:
- Last Will & Testament
- Revocable & Irrevocable Trusts
- Living Wills
- Powers of Attorney
- Health Care Surrogate Designations
Planning for your loved ones in the future
You work hard for your family, so knowing that you have planned for their long term well-being and financial security can bring you comfort. We thoroughly analyze your estate and strategize the best means of transferring your assets, minimizing taxes, establishing guardianship for your children, caring for your pets, supporting personal philanthropic causes and protecting your loved ones.
Draft your Living Will and Last Will and Testament
A will is essential at every stage of your life. Your living will sets the parameters for medical intervention should you become incapacitated. This assures that when you are most vulnerable, your wishes will be honored.
Your last will provides the opportunity to distribute your property, establish care for your children and otherwise express your wishes upon your death. A will is necessary if you intend to leave property to a person or entity other than a blood relative, such as a domestic partner, a friend or a charity. If you die without a will, your property may be distributed in a manner that does not reflect your desires. We draft valid wills that ensure your intentions are honored.
Changing your Will
As your life changes, so might your estate plan. You may need to update your will throughout your life. We draft valid codicils that address changes in your financial situation, marital status, number of children, philanthropic interests and general lifestyle decisions.
Probate is sometime emotional and painful task after losing a loved one. The experience attorneys at RTB Law & Title, P.A. help try to ease the stress of probate by guiding personal representatives and beneficiaries through the complex process.
The Probate Process
Most personal representatives have rarely, if ever probated a will and know little about the process. The Firm can guide you through the complex probate process, including:
- Filing the will with the Florida probate court
- Developing the best strategy for fairly and expeditiously probating the estate
- Finding and collecting assets
- Closing and opening bank accounts
- Transferring assets from the deceased to the estate
- Paying estate taxes
- Valuing, managing, preserving and liquidating the estate
- Locating beneficiaries
- Hiring experts, when appropriate
Valuing and Managing the Estate
Our attorneys assist personal representatives with the arduous process of collecting, managing, valuing, protecting and liquidating the assets of the estate. RTB Law & Title, P.A. has a team available to assist in every aspect of probate. When appropriate, the firm calls upon accountants, financial advisers, real estate agents, property managers and other professionals to assist with executor duties. We can access expert opinions about unique assets such as antiques, rare books, automobiles and other collectibles for accurate valuation, management and possible sale.