Estate & Incapacity Planning

Whether you recently lost a loved one, are dealing with their incapacity, or simply seeking to protect yourself and your family, we are here to help.

Estate & Incapacity Planning

Whether you are starting out or nearing the end of your career, we employ a comprehensive process in regards to providing the appropriate package to you for your estate plan.

A common misconception is that an estate plan is not necessary because “there are not enough assets.” This misconception can be particularly damaging in various situations. If there are no legal documents in place, Florida law will apply and a Judge will make a determination regarding: the appointment of a guardian for your children; the appointment of a guardian in the event you are incapacitated; the determination of heirs under Florida intestacy laws.

We work with individuals and families with varying assets and family dynamics.

There are various scenarios and family dynamics where I feel that creating a plan is necessary.

Your family should have an estate plan in place if you have:

minor children
children with drug or alcohol abuse issues
financially irresponsible children
adult children with special needs or children from a previous marriage

The term “Estate” encompasses money, personal assets, and business assets that you have own or control at the time of your death. Your “Estate Plan” is the legal set of documents containing important designations and instructions in regards to your personal, financial, familial, and health care affairs.

Your Estate Plan will include:

Last Will & Testament
Living Will
Designation of Health Care Surrogate
Declaration of Preneed Guardian
HIPAA Waiver
Trust (dependent on individual/family needs)

The Spenik Law Firm creates trusts that serve the individual needs of each client. There are a variety of trusts that may be created to benefit your situation, depending on your preferences and goals for your estate plan.

If you have an existing estate plan that has not been reviewed in the past five years, you should schedule an appointment to have your documents reviewed to verify their validity under current Florida law.

We understand the importance of your estate plan and sincerely appreciate the opportunity to show you the ways our firm is different.