Your Estate Planning Attorney can tell you that having a will in place is better than no protection at all, but your estate plan is not complete without a trust and other products that will truly protect your family. Visit: http://wfplaw.com/

1. Plan Your Estate and Protect
Those You Value Most

2. Your Estate Planning Attorney can
tell you that having a will in place is
better than no protection at all, but
your estate plan is not complete
without a trust and other products
that will truly protect your family.

3. The following are some of the
components of a foundational
estate plan.

4. Revocable Living Trust
This instrument contains in-depth
instructions for your care if you
become mentally disabled, and the
care of your loved ones upon your
death.

5. Furthermore, your South Florida Trust
Attorney will explain how the trust
efficiently transfers your property to
your loved ones at the time of your
death, avoiding probate and allowing
for the maximum utilization of estate
tax exemptions.

6. Pour Over Will
Upon your death, your pour-over will
leaves any property to your living
trust that you did not put into it
before your death.

7. It functions as a safety net so your
South Florida Trust Attorney can
make sure that any property you
neglected to place in your trust can
ultimately be managed by your
Trustees pursuant to your
instructions.

8. Durable Power of Attorney
A durable power of attorney allows
someone else to handle financial
matters for assets in your individual
name, particularly retirement plans.

9. It is also used by your South Florida
Trust Attorney to put assets in your
trust if you become mentally
disabled prior to your trust
becoming fully funded.

10. Living Will
This instrument directs your physician
as to whether or not to cease life-
sustaining procedures which would
serve only to prolong your death if
you are terminally ill.

11. It gives guidelines for your
physician to follow, as well as
clarifies your intent as to life-
sustaining procedures.

12. Health Care Surrogate /
Health Care Power of Attorney
This instrument designates a health
care surrogate or health care power of
attorney if you are incapable of making
health care decisions or providing
informed consent.

13. It must also account for
HIPAA (Health Insurance
Portability and Accountability
Act) of 1996 to be effective.

14. Assignment of Property into
Trust
Your South Florida Trust Attorney
uses this instrument to place your
personal property (e.g. furniture and
jewelry) into your trust, thus avoiding
the need to probate your personal
property.

15. Funding
Most assets will need to be re-titled
into the trust to make the trust
effective for disability planning and to
avoid probate.

16. Funding a trust is just as important
as creating the trust. Your South
Florida Trust Attorney will aid you in
funding the trust.

17. Don’t leave your family with a
enormous tax burden to bear.
Comprehensive estate planning can
limit or eliminate the taxes your loved
ones will be asked to pay when you
are gone.

18. In South Florida Contact:
Wild Felice and Partners, P.A.
(954) 944-2855
Or Visit www.wfplaw.com
today to find out how.