Comprehensive Estate Planning Advice

Confronting end-of-life issues is uncomfortable and even frightening for many people. This may be one of the reasons that nearly 60 percent of Americans do not have Wills or other Estate Planning documents in place. However, being unprepared for what lies ahead can leave you and your loved ones facing serious financial challenges.

At The Siegel Law Group, P.A., we have provided Estate Planning guidance to people in Boca Raton and throughout Florida for almost 20 years. Even if you do not know whether you need an Estate Plan, there is no risk in discussing your options with attorney Barry Siegel.

For a complimentary, no-risk consultation, call our office at 561-955-8515 or 855-FLA-ESTATE. Remember: The only Estate Plan that matters is the one you have in place when you need it.

Starting From Scratch Or Updating Existing Plans

The benefits of a good Estate Plan are endless. The right plan can keep your estate out of Probate, protect your children's inheritance from divorces, lawsuits, creditors and ensure that your wishes are made clear to your loved ones. Whether you have no Estate Plan in place or have a plan that needs updating, we can help.

Lawyer Barry D. Siegel has almost 20 years of experience helping South Florida residents with all matters of Estate Planning, including:

  • Wills: Wills are important Estate Planning tools that allow you to decide who receives your property upon your death. If you do not create a Will, state law will make this decision for you (this is called "Intestate Succession").
  • Revocable Living Trusts: Through a Revocable Living Trust, you can determine how your property should be distributed after your death while avoiding the expensive and time consuming process of Probate. You can name a Trustee to manage the
    Trust and distribute property to named Beneficiaries.
  • Special Needs Planning: Utilizing a Special Needs Trust, we have helped countless families ensure their loved ones with disabilities lead fulfilling lives. Special Needs Trusts allow you to take care of your loved one financially while ensuring he or she continues to receive government benefits.
  • Powers of Attorney: These documents allow you to name someone you trust to handle your financial, legal and business matters should you become incapacitated or unable to make your own decisions. If you do not sign a Power of Attorney, the court may appoint someone to make these decisions for you.
  • Healthcare Advance Directives: In Florida, an Advance Directive, which includes a Living Will and Health Care Surrogate Designation (see below), allows you to make important healthcare and end-of-life decisions now — such as deciding against life-prolonging procedures — in case you are unable to make them in the future due to incapacitation.
  • Health Care Surrogate Designations: For most of us who reach an old age or become very ill, there comes a time when we are unable to make our own healthcare decisions. The Designation of Health Care Surrogate allows you to name another person to make these decisions for you.
  • Living Wills: Allows you to guide your health care decision maker as to your wishes whether you would want your life artificially prolonged utilizing machines and feeding tubes.
  • HIPAA Authorization and Release: Under the Health Information Portability and Accountability Act, health care providers cannot disclose your health information to anyone including your spouse, children or other family members without a signed HIPAA authorization and release.

All of the above legal documents allow you to decide what happens to you, your property, your loved ones and your healthcare. Without these forms in place, you are at the mercy of state law. Not all of these documents are right for everyone. During your complimentary consultation, Barry D. Siegel will sit down with you to help you create the right Estate Plan for you and your family bloodline.

Keeping It In The Family: Bloodline Planning

For many people, keeping their assets in the family bloodline is extremely important. However, not everyone realizes that this does not automatically happen. In order to prevent assets from leaving the family by way of divorce, death, lawsuits, creditors, or other events, it is important to specifically address this matter in your Estate Plan. We have the experience to make sure your assets stay in your family.

Fostering A Culture Of Trust: Lifetime Guidance

For almost 20 years, we have served the residents of South Florida, we have established long-term relationships with many of our clients. Because each client's well-being is important to us, we continue to provide guidance for every client as long as they need it. We know that a good Estate Plan evolves as your life changes.

Every three years we will review your Estate Plan at no cost to you, and we will always inform you when new state or federal legislation affects your plan.

If a life change — such as the birth of a child or divorce — makes it necessary to change your Estate Plan, we will work with you to ensure it is modified in a way consistent with changes in your life. That is one of the many reasons that hiring Barry Siegel as your family's Estate Planning attorney can ensure you are protected today — and tomorrow.

Contact Us Today To Get Started

To arrange a complimentary consultation with Estate Planning attorney Barry D. Siegel, please call our office at 561-955-8515 or 855-FLA-ESTATE, or contact us online.