Estate Planning

While Estate Planning may not be as thrilling as Legacy Planning, it’s an essential aspect of securing your wishes for the future. Estate Planning involves navigating the legal landscape to ensure that your legacy is respected and preserved after your passing. At My Legacy Group, we understand that the process can be overwhelming, but with years of experience, we guide each client through the necessary documents to legally care for and protect their estate.

Your estate represents the culmination of the wealth and property you’ve amassed over a lifetime – the financial foundation of your legacy. Every choice you’ve made, day by day, brick by brick, has contributed to building and growing your estate alongside your family legacy. With our assistance, shouldn’t you have an important role in deciding the who, what, when, and why of your financial legacy, ensuring it is used to protect and enhance your family’s lives?

Estate Planning is Important if:

  • You want to protect your family’s financial legacy
  • You have minor children, or a special needs child you want to protect
  • You own real estate property
  • You own investments
  • Your spouse is unable or uncomfortable handling financial decisions
  • You have children from a previous marriage
  • You want to avoid friction between your children
  • Your beneficiaries are unprepared to handle their inheritance
  • Your beneficiaries need asset protection from creditors, divorce, or addictions: drug, gambling, alcohol
  • (Most important) you want to avoid the probate courts taking control of your estate

So, now that you know why you should have an estate plan, it’s time to look at the mechanics of getting one in place. Here are some things we will assist you with.

Important Documents Included in a Comprehensive Estate Plan

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Revocable Living Trust

The main document of an estate plan.  It addresses your intentions and instructions of who, what, and when regarding the distribution of your estate. Included here are any bequests. ​

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Certificate of Trust

Short form version of your trust. It is the evidence that you have a trust, and it is used as proof to your bank, investment accounts, life insurance, annuities, house deeds or other parties for their records.​

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Pour Over Will and Testament

  • Used when titled assets are unintentionally left out of the trust or not funded into the living trust.​
  • Contains instructions to the probate court to “pour” those titled assets into your trust after they go through probate for the settlement of your estate. ​
  • Also serves as the supporting document for the guardianship of minor children.

Financial POA

  • Allows you to appoint a person other than your spouse to make financial and investment decisions for you when you are not able. ​
  • To make business and trade decisions pertaining to your estate. ​
  • File taxes, communicate with SSA, file forms, etc. on your behalf. ​ ​

Healthcare POA

Allows you to appoint whom you authorize to make health care decisions other than your spouse if you nor your spouse are able.​ ​ ​ ​ ​

Advance Health Care Directives

Instructs attending physicians, hospitals, and clinics regarding the ending of your life if you are irreversibly terminal or brain dead.

How Can We Help You Today?

Weston Office

1555 Bonaventure Blvd.

Weston, FL 33326

Phone: (954) 303-4647

Mon – Fri: 8:00AM – 5:00PM

Sat-Sun: By Appointment