Estate Planning Now & For Tomorow
Life is a journey full of twists and turns, so it’s important to have a plan if the unexpected occurs.
With over 30+ years of experience, MacLeod, McGinness & Bowman, P.A. is devoted to the preservation of family assets and the dignity, well-being and wishes of our clients.
Our team is committed to promoting and protecting you and your family. Our innovative approach to law combined with extensive experience and legal backgrounds in Estate Planning and Probate Administration means understanding the complex challenges and planning know-how that ensures you and your loved one’s have the security and certainty you desire.
Last Will and Testament
By creating a Will, you can alleviate the burden on your family, helping them to avoid uncertainty and ensuring that your last wishes will be carried out. A Will can also be used to appoint a guardian for a minor child.
Trust
While a Will may be sufficient for those who do not own extensive assets, it is often just one part of a comprehensive estate plan. If you own a business or other complex assets, you will likely need to take additional steps to ensure your wishes will be carried out correctly, including putting assets into a Trust.
A Trust is a financial instrument and legal agreement in which a person’s assets are placed under the control of a trustee while providing instructions on how these assets should be distributed to certain heirs. Assets in a Trust can often be distributed more easily and efficiently than those that are left to one’s beneficiary in a Will, since it will not be necessary to go through the probate process.
Power of Attorney
A Power of Attorney is a document that gives another person authority to act on your behalf with regard to financial, medical, and personal business matters.
Living Will Health Care Designation
A Living Will is a legal document that allows you to state your end-of-life care preferences in case you become incapacitated. Florida law requires certain formalities to be followed in order for a Living Will to be valid.
