ESTATE PLANNING 101: The 4 Essential Documents

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Estate planning is a vital financial and legal strategy that safeguards your assets and ensures your wishes are respected after your passing. Learn how this comprehensive process can help you manage and distribute wealth while minimizing taxes and legal complexities. It's the proactive and responsible approach to securing your financial legacy and bringing peace of mind to your family.

These are 4 Essential Estate Planning Documents:

#1) Health Care Surrogate: Appoint someone to make medical decisions on your behalf.

#2) Durable Power of Attorney: Delegate financial decisions if incapacitated.

#3) Will (Last Will & Testament): Control probate, asset distribution, and executor selection.

#4) Revocable Trust: Safeguard assets, avoid probate, and protect beneficiaries like minor children.

Meet Samantha Fitzgerald, a seasoned attorney with over 24 years of experience. She's a Florida Bar member, US District Court practitioner, US Tax Court advocate, and a Certified Public Accountant. Samantha's Plantation-based law firm specializes in estate planning, probate, and trust administration, offering the personalized service of a boutique firm and the resources of a larger one. SJF Law Group serves clients statewide by offering convenient virtual appointments throughout Florida.

Have questions or comments on estate planning? Leave a comment or reach out to us at [email protected].

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