- Power of Attorney and Health Care Surrogate
- Medicaid Planning and Asset Protection
- Nursing Home Medicaid
- Veterans Benefits/Veterans and Surviving Spouses
- Probate and Trust Administration
- Wills and Trusts
- Special Needs Trusts
- Contested Wills and Trusts
- Protect Your Rights
- Get Organized
- Medicaid Eligibility
- Life Care Planning
- Speaking Engagements
Wills and Trusts
Tailoring Your Legal Documents To Your Specific Needs and Requests
It is important to create your estate plan early and to periodically review all of your documents as well as your assets. While it may be unpleasant at times to confront issues of sickness and death when you are still very much enjoying life, this is your chance to make choices about your future and the disposition of your property.
A Will is a valuable and flexible legal document that can carry out your wishes regarding the distribution of your assets after your death. It also dictates who you want to handle your affairs, after you die, and can designate a guardian for minor children as well.
A Living Trust is another valuable estate planning tool and provides a way for you to hold and manage your assets while you are living and competent. It also provides a mechanism for someone to step in and take over the management of your assets on your incapacity. In addition, a Living Trust states how you want your assets distributed at your death. If assets are titled properly, having a Living Trust can avoid the probate process entirely.
Southwest Florida Wills and Trusts Attorneys
With nearly 30 years of combined experience as Fort Myers estate planning attorneys, our team of lawyers at Osterhout & McKinney, P.A. has represented hundreds of individuals and their families in a wide range of estate planning matters including wills and trusts.