Judy-Ann Smith Law Firm, P.A
Our estate planning services include wills, trusts, the Kids Emergency Action Plan (KEAP™), trust administration, asset protection and probate services
We provide a variety of estate planning services to our clients in the state of Florida. Here is a brief summary of the various we provide for our estate planning clients and their families.
Will-Based Estate Planning
Who is this appropriate for?
For our younger families that have children, but don’t own a home or have less than $100,000 in assets (including retirement accounts, home equity, bank or investment accounts, etc.), we offer a will based estate planning package.
This is appropriate for your family if you do not have assets that would need to go through probate, but you DO have minor children that you want to care for no matter what happens to you. In addition, you should make sure that your healthcare wishes are codified in a legal document and your loved ones can access your financial assets using a durable power of attorney should you become incapacitated.
What is included?
The will based plan Includes a Will, Health Care Directives & Powers of Attorney. These documents will allow you to feel a sense of calm and peace of mind in knowing that you are well taken care of if anything happens. This plan also includes a Kids Emergency Action Plan (aka KEAP™ Your Kids Safe Plan) to ensure that your children are always raised by the people you want, in the way you want and never taken out of your home by Child Protective Services or any other governmental authorities.
You may also elect to include post-death trust planning to protect assets for the people you love.