Wills & Estate Planning

Wills & Estate Planning

What are your financial wishes? How do you want your assets distributed or managed – either now or after you pass? Who have you appointed to make financial decisions or medical decisions for you if you are incapacitated or unable to act for yourself? Do you have a Living Will or Advanced Directive that lets the doctors know if you want to be maintained on life support if you are in a coma or have a terminal illness? These choices are too important to leave to chance or deal with “someday.”

Have you moved to Florida and updated documents that you may have had prepared in another state? Some documents will work in Florida without modification while others will not. It is also important to review your estate planning documents whenever there is a birth, death, marriage or divorce.

Clients trust Laurie Rusk Sewell, Esq. to guide them through these critical decisions. She helps clients ensure that their intentions are known and their wishes are carried out.

Estate planning uses wills and trusts together with Durable Powers of Attorney, Health Care Surrogate Designations and Living Wills as tools to meet your goals.

Our team can help you:

  • Avoid probate or minimize the cost
  • Protect beneficiaries who may be underage or have special needs
  • Gift assets
  • Plan for illness or incapacity
  • Work through the decisions regarding alternate of contingent beneficiaries
  • Make sure that your assets like annuities, bank accounts and life insurance are up to date regarding beneficiaries

When your financial house isn’t in order, it can cost you and your family dearly. Protect your assets and the people you love with smart estate planning.