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Deeb+Deeb > Services > Estate Planning > Estate Planning

Estate Planning

While no one likes to think, much less talk about death or disability, one the most important steps you can take to protect yourself, your family and your legacy is to establish your Estate Plan.  Creating an estate plan that works for you puts you in charge of your finances and spares your loved ones the expense, delay and frustration often associated with managing your affairs after you become disabled or pass away.

The attorneys at Deeb+Deeb can help you carefully plan and draft all of your estate planning documents such as:

  • Last Will and Testament
  • Living Trust (Revocable or Irrevocable)
  • Durable Power of Attorney
  • Living Will
  • Health Care Surrogate

 

Last Will and Testament
A Last Will and Testament is a legal document directing how you wish to have your assets passed on to your family, friends or charitable organizations after you pass away. A Will also names your personal representative – or the person who is in charge – to administer your estate, and a guardian or trustee for any minor children you might have at the time. A Will may be either simple or complex depending on your estate or the complexity of your wishes.

It is important to understand that a Will, without other planning, does not avoid court probate (a lengthy and costly process) and does not in any way become valid until after your death, which leaves you at risk for issues that come up while you’re still alive like mental or physical incapacity with no guidance for making end-of-life decisions on your behalf.

The attorneys at Deeb+Deeb help clients such as yourself, with families such as yours, create a Last Will and Testament appropriate under their particular circumstances.  And through counseling and client sessions, we determine when a Will alone is inadequate and help determine what is required in order to make a comprehensive, custom-tailored plan suitable for each and every client.

Providing for Incapacity
You won’t be able to manage your own financial affairs or health care if you ever become incapacitated.  A common misperception is that one’s spouse or adult children are automatically able to take over when one is incapacitated.  However, in order for anyone to be able to manage your finances or health care after incapacity, a petition must first be made with the courts in order to declare someone legally incompetent and appoint a guardian.   And after the court appoints a guardian, a report must be provided to the court on a yearly basis accounting for all income and expenses incurred.  This lengthy, costly and very stressful process can easily be avoided with some advance planning.

If you want someone, in particular, to immediately take over your financial and health care needs when you are unable to do so for yourself, you may designate such person (or persons) in advance through the use of Advance Directives.  Properly drafted Advance Directives legally provide the authority necessary for your chosen loved one to manage your social security benefits, Medicaid, Medicare and other insurance matters, deposit and withdraw from your bank accounts, pay your bills, take distributions from your IRAs, sell or refinance a property, obtain medical information from your doctors and make medical decisions on your behalf.

It is important to differentiate Advance Directives, that are effective while you are still around, with your Last Will and Testament, that only becomes effective after you have passed away.  Examples of Advance Directives are Durable Powers of Attorney, Living Wills, and Health Care Surrogates.

Deeb+Deeb prides itself on carefully drafting Advance Directives after thoroughly counseling Clients about the options available and the best choices for them in particular.

Avoiding Probate
If you leave your estate to your loved ones using a Will, all assets will be transferred through a Judicial Probate Court.  This process is expensive, time-consuming, and open to the public.  The probate court is in control of the process until the estate has been settled and distributed.  If married or with minor children, you would like some certainty and peace of mind knowing that they have immediate access to your cash in order for them to pay for living expenses while your estate is being probated.  It is not unusual for judges to freeze assets for weeks or months while determining the proper disposition of the assets in your estate. With proper planning, your assets can pass on to your loved ones without undergoing probate, quickly, inexpensively, and in private.

Providing for Minor Children
If you have any minor children, it is important that your estate plan provides for their upbringing.  If your children are young, you may want to consider implementing a plan that allows your surviving spouse to devote more attention to your children, without the burden of work obligations.  You may also want to provide for special counseling and resources for your spouse if you believe they lack the experience or ability to handle financial and legal matters.  Further, your plan should also consider the possibility that both you and your spouse die simultaneously, or within a short duration of time.  By preparing a plan that considers this possibility, you can appoint a guardian of your choice (with alternates in the event your initial choice is unable or unwilling to perform) to handle either your minor children’s finances, well-being, or both.  The person you appoint as being in charge of the finances (also known as a trustee) does not need not be the same person you appoint as guardian – and it is often recommended that it not be in order to maintain a system of checks and balances.  Without designating a trustee and guardian in advance, will require the court to make that designation, which may not be what you would have ultimately wished for.  But even in the fortunate event that the court does make the right choices, the trustee and guardian will have the burden and restriction placed on them by the court,  making the situation more difficult and costly.

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What Makes us Fantastic Estate Planning Attorneys

Estate planning requires careful planning and consideration.  It is never a one-size-fits-all endeavor.  At Deeb+Deeb, we thoroughly discuss with each and every client their specific circumstances and concerns and what their ultimate goals are before ever setting pen to paper.  When a clear goal can be established, the documents created have a greater chance of success in getting the results most important to the Client, whether it is the care of a child or person with special needs, legacy preservation or tax savings.  And when an existing client needs immediate assistance or personal care, our attorneys are available on the phone without setting an appointment.

We Provide Value

At Deeb+Deeb, the attorneys consider it a great privilege and even greater responsibility to give our Clients the attention and service they deserve.  More importantly, because of this special relationship, we understand the desired results and are in a better position to get them for the Client.  This allows for the efficiency and skill required to keep all costs down, including attorney’s fees.  Our attorneys have the passion, dedication and specialized experience to meet all of our Client’s expectations.

Once you decide to create your Estate Plan, your choice of an attorney may be the single most valuable decision you’ll make. And attorney value comes from getting a positive result with the least amount of aggravation, yet at a reasonable cost.  The attorneys at Deeb+Deeb take pride in providing this value to our Clients.

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Deeb+Deeb: Our Pledge to You

Sure, Our Oath of Attorney and the Florida Rules of Professional Responsibility require it.  But we promise to be candid and give you the hard truth, even when it doesn’t favor either of us.  With honesty comes trust.  And the attorneys at Deeb+Deeb want to be hired because of the trust being placed on us and maintain it throughout the relationship. If a Client no longer trusts us, we believe we have failed.  And for us, failure is not an option.

We are dedicated to being honesty, acting with integrity and civility with our Clients and the general public at large.  Our goal is to advance our public image in this light.  We believe that we exist to serve society.

It is our duty to be a zealous advocate for you while upholding the law. We believe that these are not mutually exclusive. While unethical acts may provide short-term gains, they often cost us all more in the long run.  Success without decency gives us nothing but a hollow victory.

Abraham Lincoln once said “Give me six hours to chop down a tree and I will spend the first four sharpening the axe.” At Deeb+Deeb, our attorneys believe that those who are best prepared allow themselves the best chances to prevail.  We favor preparation and knowledge over fast-thinking, because cases are won or lost long before we ever step foot in front of a judge.   Abraham Lincoln also said “The leading rule for the lawyer, as for the man of every other calling, is diligence. Leave nothing for to-morrow which can be done to-day.”  This is our pledge to you.

Focus is the catalyst for extraordinary results.  It is through the habit and skill of focus that we place ourselves in the right frame of mind to get our Clients the best results.  The outcome is directly related to the energy and focus we place on our work.  And while the outcome may not always be within our control, our results-driven attitude assures the Client that it is the best possible outcome.   Results have to start somewhere, and we are true believers in the pillars of power: preparation, focus and candor.  Using these pillars again and again until a flawed case finds its way through to success in the eyes of the Client.

Contact us for a FREE consultation by calling or emailing us now

We Can’t Help You Unless You Contact Us Now at 305-670-1188 | Info@deepa.com

Which Fee Structure Does Deeb+Deeb Offer?

Deeb+Deeb offers flat fee arrangements in Estate Planning matters, amounts depending on the particular plan required by the Client and the attorney’s skill and experience necessary to accomplish it.

Before you sign a fee agreement with us, we urge you to ask questions and fully understand what is to be expected. We do not charge for an initial consultation. Use this consultation as an opportunity to understand our billing process and how we handle the costs of litigation.

We handle Estate Plans for Clients anywhere in Florida, including but not limited to, Miami, Fort Lauderdale, West Palm Beach, Tampa, Orlando, Naples, Fort Myers, Key Largo, Key West, Coral Gables, South Miami, Pinecrest, Miami Beach, Miami Lakes, Opa-locka, Winwood, Midtown, Hialeah, North Miami, North Miami Beach, Homestead, Florida City, Naranja, Redlands, Hollywood, Fort Lauderdale, Davie, Miramar, Pembroke Pines, Pampano Beach, Boca Raton, Boynton Beach, West Palm Beach, Key Largo and many more. Don’t forget to visit our Blog resources and forms.

Focusing On You, the Client.

Our practice areas focus on real property, estate planning and civil and commercial litigation issues, whether it is time for the client to purchase a home, business or other asset or to protect assets from debt collectors and creditors or to resolve legal disputes.

Setting Ourselves Apart By Educating and Empowering the Consumer.

We set ourselves apart, however, by continuously educating you so that problems are avoided in the first place. We empower you to live the life you choose for you and your family.

Our Areas of Practice.

Our areas of practice consist of the following:

  • Civil and Commercial Litigation
  • Insurance Litigation
  • Contract Litigation
  • Probate and Probate Litigation
  • Guardianship Law
  • Debt Collection and Creditor Disputes
  • Labor and Employment, including Overtime and Worker’s Compensation
  • Landlord and Tenant, including Leasing and Evictions
  • Real Estate and Title Insurance, both Commercial and Residential
  • Code Compliance and Unsafe Structures
  • Health Care Law
  • Corporate Transactions and Governance
  • Last Will and Testament and Estate Planning

We Can’t Help You Unless You Contact Us Now at 305-670-1188 or by email at info@deebpa.com

Take the first step and contact us at 305-670-1188 for a FREE evaluation and consultation.