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Estate planning is commonly known as the process of arranging your assets in a way so that they pass to your loved ones upon your death according to your wishes. Without a proper estate plan in place, all of your assets that you’ve built up during your lifetime – big or small – will pass according to Florida law.
Also, estate planning pertains to several other aspects of managing your life. For instance, through properly drafted documents, you can grant a trusted individual authority to make financial and medical decisions on your behalf if you cannot do so for yourself.
Proper estate planning can also help you avoid your loved ones needing to go through the time and expense of a probate proceeding at the time of your death. Probate is the court process of transferring your property to your appropriate heirs – whether that is under your estate plan or pursuant to Florida law. Probate can be a costly and timely endeavor and with a properly crafted plan, your loved ones can avoid that altogether.
Probate is the court process of transferring your loved one’s property to your appropriate heirs – whether that is under your estate plan or pursuant to Florida law. It is important to note that even with a properly drafted will, it is possible that your loved one’s estate will have to pass through the probate process before you receive your inheritance. Though probate can be a lengthy process, rest assured that Barreau Legal, PLLC has the experience to guide you through the process as efficiently as possible.
A Trust is a document which can hold ownership over your assets. The Trust document will outline the specific rules for the use of the property held by the Trust. Ensuring that all of the Trust’s rules are followed appropriately and monitored effectively can be overwhelming. Barreau Legal, PLLC has the knowledge and background to ensure the appropriate administration of your Trust.
The cost of long-term care can be crippling for most families. Luckily enough, the law provides a way to become qualified for Medicaid coverage for long-term care through the use of effective estate planning measures. Meeting the income and asset limits to confidently apply for Medicaid coverage can be an overwhelming task, but Barreau Legal, PLLC is prepared to be your partner in seeking the benefits you need.
VA Benefit Planning
You have served our country valiantly and may need the assistance of VA benefits. Barreau Legal, PLLC is equipped with the tools needed to help organize your estate in just the right way to help you qualify for VA benefits.
Special Needs Planning
For those who are disabled, government benefits can really make a difference for day-to-day affairs. Though, because of the asset limitations associated with qualifying for some government benefits, things such as settlements or inheritances could jeopardize the continued receipt of such benefits. Barreau Legal, PLLC stands ready to serve as your partner in the particular Generational Wealth Plan to help achieve your goals.