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Creating an Estate Plan to Protect Your Family’s Future

Creating an Estate Plan to Protect Your Family’s Future

POSTED ON: March 26, 2025

Estate planning is a powerful way to secure your family’s future and protect your assets. Whether you’re starting from scratch or updating an old will, having a clear estate plan ensures that your wishes are followed and your loved ones are cared for. A recent article from Florida Today, “Your family’s future is important to […]

Estate planning is a powerful way to secure your family’s future and protect your assets. Whether you’re starting from scratch or updating an old will, having a clear estate plan ensures that your wishes are followed and your loved ones are cared for. A recent article from Florida Today, “Your family’s future is important to you. These estate-planning tips can help secure it,” highlights key steps to take when creating an estate plan.

Start with a Will

If you don’t already have a will, it’s essential to create one as soon as possible. A will outlines how you want your assets to be distributed after your death. Without a will, a probate court will decide who inherits your property—which may not reflect your wishes. If you already have a will, review it regularly to ensure it reflects changes in your life, such as marriage, divorce, or the birth of children.

Use a Living Trust to Simplify the Process

A living trust allows assets to pass directly to beneficiaries without going through probate, which can be time-consuming and costly. A trust also allows you to appoint a trustee to manage your assets if you become incapacitated. This provides peace of mind, knowing that your property will be handled according to your wishes both during your lifetime and after your death.

Name a Financial Decision-Maker with a Power of Attorney

A durable Power of Attorney (POA) gives someone you trust the legal authority to handle your financial matters if you become unable to manage them yourself. Without a POA, your family would need to petition the court to appoint someone to manage your affairs—a process that can be stressful and uncertain. A well-crafted POA ensures that your financial matters are managed smoothly.

Create an Advance Healthcare Directive

An advance healthcare directive (or living will) allows you to outline your medical care preferences in case you become unable to communicate them. This document includes decisions about life-sustaining treatments, organ donation, and end-of-life care. An advance healthcare directive not only protects your wishes but also relieves your family from having to make difficult decisions during a health crisis.

Update Your Beneficiary Designations

Many financial accounts, such as retirement accounts and life insurance policies, allow you to name beneficiaries. These designations override instructions in your will, so it’s important to review and update them regularly to ensure they align with your current wishes. This is especially important if you’ve gone through a major life change, such as marriage or divorce.

Designate a Guardian for Minor Children

If you have young children, your estate plan should include the appointment of a legal guardian. A trust can be established to manage an inheritance for your children’s healthcare, education, and living expenses. Since minors cannot inherit property directly, a trust ensures that their inheritance is managed responsibly.

Secure Your Family's Future with a Comprehensive Estate Plan

An estate plan—including a will, power of attorney, healthcare directive, and trust—ensures that your assets are protected and your family’s future is secure. At The Werner Law Firm, our experienced estate planning attorneys will guide you through the process and help you create a plan tailored to your needs. We’ll work with you to make sure your beneficiary designations and guardianship instructions reflect your current wishes.

If you have any questions, schedule a free appointment with us through our online appointment page.

You can also read reviews from some of the hundreds of clients we have helped over the years.

Reference: Florida Today (Feb. 8, 2025) “Your family’s future is important to you. These estate-planning tips can help secure it.”

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