Estate Planning Services

Estate Planning Services

Your Comprehensive Guide to Estate Planning in Miami Planning for the future is one of the most thoughtful gifts you can give your family. At Perlin Estate Planning & Probate, we offer a full range of estate planning services to help you protect your assets, care for your loved ones, and ensure that your wishes are carried out.

Our Estate Planning Services Include:

Last Wills and Testaments

A will is a foundational estate planning document that outlines how your assets will be distributed after your passing. It ensures that your wishes are honored and prevents the complications of intestacy, where Florida law determines how your estate is divided. By creating a will, you can:

• Name guardians for minor children;
• Specify who inherits your assets and property; and
• Appoint a personal representative to manage your estate.

Trust Agreements

Trusts are powerful tools that can provide greater flexibility and control over your estate. Unlike a will, a trust allows assets to bypass probate, saving time and money for your beneficiaries. Trusts can be tailored to meet specific goals, such as:

• Protecting assets for loved ones, including minor children or individuals with special needs;
• Reducing tax liabilities for high-net-worth estates;
• Ensuring privacy, as trusts are not subject to public probate proceedings; and
• Providing for family members over time with structured distributions.

Additional Important Documents

• Healthcare Directives: A living will and healthcare power of attorney ensure that your medical wishes are honored if you become incapacitated.
• Durable Powers of Attorney: Appoint someone you trust to handle your financial affairs if you’re unable to do so.
• Special Needs Planning: Establish a special needs trust to provide for a loved one without jeopardizing their eligibility for government benefits.
• Charitable Giving Strategies: Incorporate philanthropy into your estate plan while reducing your tax liabilities.
• Asset Protection Planning: Safeguard your wealth from creditors, lawsuits, and other threats with customized strategies.