Estate Planning

Our firm has in-depth knowledge of Florida estate laws and years of experience in guiding clients through planning and preserving their family’s legacy. We value each of our clients and are committed to providing personalized legal advice to ensure peace of mind.

Our Estate Planning Services include:

• Simple Wills $195.00
• Durable Power of Attorney $150.00
• Health Care Surrogate $130.00
• Revocable Living Trust, Single, Non-Taxable $1,195.00
• Revocable Living Trust, Married, Non-Taxable $1,795.00
• FREE LIVING WILL WITH EVERY ESTATE PLAN

Preparing your estate plan is one of the most important things that you can do to care for and protect your family and friends. At Affordable Attorney, we stay attuned to developments in the law to make sure your plan is current and to ensure all legal formalities are followed when the documents are executed. Let us be your trusted advisor to turn to for guidance on your most important lifetime decisions and to assist your family when you are gone.

The Risks of Planning with Only Joint Bank Accounts

Many times, people believe that putting someone else’s name on their bank accounts will allow them to avoid Probate. That is not always the case, and you should always consult with an attorney to come up with a better plan. According to Florida Statute §655.79(1), unless otherwise expressly provided in a contract, agreement, or signature card executed in connection with the opening or maintenance of an account (including a certificate of deposit), a deposit account in the names of two or more persons is presumed to have been intended to provide for survivorship rights upon the death of one of them. Florida Statute §655.79 provides that this presumption may be overcome only by proof of fraud or undue influence or clear and convincing proof of a contrary intent. Call today for your free half-hour consultation and we will explain this concept and answer all of your questions on avoiding probate.

Download our newest brochure on Estate Planning.

Federal Estate Tax Exemption Chart

Highest Federal Estate
& GST Tax Rates

35%
40%
40%
40%
40%
40%
40%
40%
40%
40%
40%
40%
40%
40%
40%
40%

Florida does not enforce an estate, gift or inheritance tax.

The IRS allows you to gift up to $19,000.00 per person annually without having to pay any gift taxes.

There are several ways to transfer money or property to a specific person or organization that the IRS doesn’t consider a taxable event. To learn more about Estate and Gift Taxes visit: Frequently Asked Questions on Gift Taxes | Internal Revenue Service (irs.gov)

Estate Planning Resources

A Comparison at a Glance (Click here for full size PDF)