Many people choose to establish a trust, in addition to their will, during their estate planning and some choose a trust, for various personal reasons, including as a means to try to avoid probate. A trust allows you to allocate your assets to different members of your family, while also adding in a timeline about when and how they should receive them. To ensure that your wishes are carried out correctly, you will also nominate a trustee to oversee your assets, and make sure that your beneficiaries receive what you want them to receive, when you want them to receive it. To establish a trust that is legally sound and accurate, it is vital to work with an estate planning or trust attorney from Rubino Findley, PLLC in Boca Raton.
Our team of attorneys has years of experience helping clients in Palm Beach County, Broward County, and throughout the State of Florida establish trusts and wills as part of their estate plans. We can evaluate your situation to help you determine the right person to act as the trustee of your property and accounts, and create the timeline in which your beneficiaries should receive their assets. We will also review the instructions that you leave in your trust, to ensure they are clear and carried out according to your terms.
A trust may be a valuable part of your estate plan and to ensure that it meets your needs, and that it is accurate and understandable, it is important to partner with an estate planning attorney. Reach out to us at Rubino Findley, PLLC to request your free consultation.