Treasure Coast Office: (772) 933-5289

Palm Beach Office: (561) 705-7246

Katz and Associates Florida Law Firm

Wills Trusts Lawyer

Probate, Wills & Trusts Lawyers in Stuart, Vero Beach & Palm Beach, Florida

Let our legal team review your financial picture and estate plan to provide you with Wealth Preservation Services to protect your assets and retain your wealth.

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Why A Trust Is Crucial For Florida Property Owners?

First of all, it is important to ask yourself these following questions. What will happen to your family upon your death or if you were to become incapacitated? Also, who will handle matters for you in those events? Certainly, if you can answer these questions in great detail you are ahead of the game however, many can not. Moreover, some of your existing Estate Plan documents may answer these questions but maybe you want to change those details.


Consequently, you never know when these unforeseen circumstances can occur. Therefore, putting off preparing your Estate Planning is dangerous business and generally can lead to problems for your family and loved ones. No one likes to think about death or being hospitalized but it is important to prepare for the inevitable.


Finding a good Florida trust lawyer is crucial for any property owner in Florida. A Trust is a fiduciary relationship where one person (trustee) manages another person's property for their benefit. Trusts are set up to avoid probate and make it easier to manage assets, especially those with multiple owners or beneficiaries. In Florida, the rules pertaining to trusts can be complex and you should consult an attorney before establishing a trust. The goal of this page is to provide you with general information about why trust is crucial for property ownership in Florida and how to locate a Florida Trust Lawyer who can make sure every area is covered.

Why do you need Probate, Wills & Trusts Attorney?

A will and trust are two legal documents that people may not know about. They are often overlooked when it comes to estate planning, but this is a mistake.


These documents provide guidance for your loved ones after you have passed away, while also providing protection against creditors.


A will dictates who gets what in the event of your death and a trust allows you to set aside funds for certain beneficiaries without paying taxes on them during life. We will talk more about the importance of these documents and how they can help protect your assets during life as well as after death.

What Exactly Is A Trust And How Does It Help Me?

A trust is a fiduciary relationship where one person (trustee) manages another person's property for their benefit. Trusts are set up to avoid probate and make it easier to manage assets, especially those with multiple owners or beneficiaries. In Florida, the rules pertaining to trusts can be complex and you should consult an attorney before establishing a Trust because without legal guidance from an experienced Trust Attorney things could easily be missed resulting in lengthy probate. Probate is a court-supervised process of the distribution of your estate which involves appraisal of the property(s), the payment of taxes and any incurred debts, and finally the distribution of the remainder of the property.


A trust can be established in Florida for many reasons. For example, if a person has minor children and the assets will eventually pass to them when they reach adulthood, then establishing a Trust may make sense. Another reason might be that after having acquired property through inheritance, it is not advisable or desired to add any of the inherited property into your estate's probate proceedings because this could result in undue tax consequences and an expensive process overall. Establishing a Trust during one's lifetime can help avoid these drawbacks while allowing you time to distribute your assets as you wish without court oversight; long before it is too late!

What the current status of your overall Estate Plan?

First of all, lets again ask ourselves some more questions. Do you have a Will? Do you have a Trust? Do you need your Will or Trust updated or revised? Consequently, these are important questions when thinking about preparing an Estate Plan. We have law offices on the Treasure Coast in both Stuart and Palm Beach with experienced Wills & Trusts lawyers ready to assist you. More importantly, our professional legal team is ready to help you with your Estate Planning needs. Rest assured, we are ready to provide you with Legal Insight for Peace of Mind.


Wills Trusts Lawyers in the Palm Beach and the Treasure Coast you can certainly rely on.


Katz & Associates Law Firm and its wills and trusts lawyers advises and represents clients in all areas of Wills, Trusts and Estates such as simple wills, living wills, drafting wills, trusts, land trusts, estate and financial planning, administering trusts and handling probate matters. Katz & Associates Law Firm has offices in Stuart and Palm Beach, Florida. If you need help drafting a will and/or trust or just need help in a probate matter the attorneys at Katz & Associates Law Firm will assist you.

Get The Best Probate, Wills & Trusts Attorneys Today!

(772) 933-5289

How To Hire A Florida Probate, Wills & Trusts Attorney

Our attorneys are available Monday through Friday 9am to 5pm for emergency situations send us an email and we will have someone reach out to you.


You can also reach us via email or through our site’s messaging system. One of our customer service representatives will get in touch with you to get the details of your concern and exact location.


During the consultation, our expert team of attorneys will perform the assessment and determine the best way to move forward in your case.


From there, you can discuss your timeline and the cost of services so you can make the necessary adjustments based on your schedule and resources.

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