Estate Planning in Florida: More Than Just a Will

Many people believe estate planning is something only the wealthy or elderly need to worry about, but that couldn’t be further from the truth. If you live in Florida and have any assets, minor children, or loved ones who rely on you, a comprehensive estate plan is one of the most important legal steps you can take. It’s not just about deciding who gets what when you die—it’s about protecting your wishes, your loved ones, and your legacy both now and in the future.

What Does a Florida Estate Plan Include?

A proper estate plan includes several legal documents, each with a specific purpose:

• Last Will and Testament
• Revocable Living Trust
• Durable Power of Attorney
• Healthcare Surrogate Designation and Living Will
• Preneed Guardian Designation

Why Estate Planning Matters in Florida

Florida law imposes strict requirements on estate planning documents. Without a valid plan, your estate could face delays, disputes, and unnecessary court involvement. An estate plan also gives peace of mind, prevents confusion, and protects your loved ones from additional stress during a difficult time.

Schedule a Consultation Today

If you don’t have a comprehensive estate plan—or if it’s been years since you reviewed it—our attorneys at Yelen Yelen & Simon, P.A. can help. Call (305) 445-3721 or visit https://www.yelen-yelen.com/contact/ to schedule a consultation.

Trust vs. Will: What’s the Right Choice for Your Estate?

Understanding the Core Differences Between Wills and Trusts

When planning for the future of your estate, one of the most common questions is whether to create a will, a trust, or both. Each legal tool serves a purpose in estate planning, and knowing which one suits your situation best can make a significant difference for your family.

What Is a Will?

A Last Will and Testament is a legal document that outlines how your property and assets should be distributed after your death. It names guardians for minor children and appoints a personal representative to carry out your wishes. It takes effect after death and goes through probate.

What Is a Trust?

A trust is a fiduciary arrangement that allows a trustee to manage assets on behalf of beneficiaries. A revocable living trust avoids probate, remains private, and provides detailed control over how assets are distributed. It can be modified during your lifetime and becomes irrevocable after death.

Should You Have Both?

Most Florida estate plans use both. A pour-over will ensures any assets not transferred into the trust are covered. A will is also required to name guardians for minor children.

Start the Conversation Today

At Yelen Yelen & Simon, P.A., we help Florida families understand their options and build solid estate plans. Call (305) 445-3721 or visit https://www.yelen-yelen.com/contact/ to schedule a consultation.