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Create a Will or Trust That Serves Your Long-Term Interest

In estate planning, two of the most important tools for creating a thorough and effective plan are wills and trusts. At The Law Firm of Alexandra Lopez, P.A, we can help identify whether one or both of these tools is right for you, and we will work closely with you to ensure that all issues relevant to your estate are addressed.

Experienced Guidance in Drafting or Revising a Will

A will is, in essence, a record of your wishes for your property after you are gone. When someone dies without leaving a will, they are considered “intestate” – and intestate succession can have many unintended outcomes that prevent your financially and sentimentally valuable assets from passing on to your chosen beneficiaries. A thorough, carefully drafted will can save your loved ones the headache and confusion of having to guess and debate what your wishes would have been.

Some form of will is useful for almost everyone, but they are especially useful for anyone with even moderately complex family structures, such as a person with children or stepchildren from multiple marriages. By creating a will, you can specify exactly what assets should pass on to which party.

Use Trusts to Transfer Assets

While wills record your preferences, trusts are the tools that actually hold the funds you seek to pass on to your loved ones and any other beneficiaries. Trusts can be tailored to a wide range of priorities, including:

  • Minimizing your tax burden
  • Keeping your estate out of probate court, and the public record exposure that probate entails
  • Maximizing the amount of wealth you can pass on to your loved ones
  • Protecting specific assets, such as a business
  • Providing for the special needs of a child or adult loved one with a disability

Learn More About Wills and Trusts at an Initial Consultation

No matter what your estate planning needs are, the first step is to speak with an experienced estate planning attorney who can help you understand the law and form a legal strategy to create the estate plan that best serves your interests.

To schedule an appointment with The Law Firm of Alexandra Lopez, P.A, call 305-874-7301 or send us an email. From our office in Miami, we represent clients throughout southern Florida and the Florida Keys, including Broward, West Palm Beach, and Monroe Counties.

We proudly offer bilingual legal services in English and Spanish. Se habla español.