Florida Estate Planning and Probate Attorney Helping You Plan
Preserving your family’s wealth for future generations Whether you’re planning the parameters of your future medical care or establishing support for loved ones upon your death, the attorneys at Stephen S. Mathison, P.A. can help with all aspects of trusts and estates issues, including:
Estate tax issues
Choosing the appropriate executor
Securing your legacy You work hard for your family, so knowing that you have planned for their long-term well being and financial security can bring you comfort. We thoroughly analyze your estate and strategize the best means of transferring your assets, minimizing taxes, establishing guardianship for your children, caring for your pets, supporting personal philanthropic causes and protecting your loved ones.
Draft your living will and last will and testament A will is essential at every stage of your life. Your living will sets the parameters for medical intervention should you become incapacitated. This assures that when you are most vulnerable, your wishes will be honored. Your last will provides the opportunity to distribute your property, establish care for your children and otherwise express your wishes upon your death. A will is necessary if you intend to leave property to a person or entity other than a blood relative, such as a domestic partner, a friend or a charity. If you die without a will, the court determines how your property is distributed, who cares for your children and even what happens to your pet – making decisions that might not reflect your desires.
We can draft valid wills that ensure your intentions are honored.
The process of probate Most executors have rarely if ever probated a will and know little about the process. We can guide you through the complex probate process, including:
Filing the will with the appropriate Florida county probate court
Developing the best strategy for fairly and expeditiously probating the estate
Finding and collecting assets
Closing and opening bank accounts
Transferring assets from the deceased to the estate
Paying estate taxes
Valuing, managing, preserving and liquidating the estate
Hiring experts, when appropriate
Probate disputes Even for seemingly straightforward estates, disputes between beneficiaries sometimes arise. Our professional courtroom presence can calm the emotionally charged process of probating a challenged will or disputed executor or judicial decision. When it is in the best interest of our clients to preserve cordial familial relationships, we are adept at mediating disputes. That said, we assertively defend our client’s beneficiary rights within the Florida probate court when doing so is necessary.
Contact an estate planning and probate law firm you can trust, Stephen S. Mathison, P.A. For estate planning services in Florida and throughout Palm Beach County, call Stephen S. Mathison, P.A. at 561-899-7413 or contact us online to schedule a free initial consultation.
Stephen S. Mathison serves clients throughout Palm Beach County, Florida as well as in other states.