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Phone: 850-502-2047

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Components Of A Strong Estate Plan

If you have already drafted a will or an advance health care directive, that is helpful — but if you have an entire set of documents that complement each other, that is even better. You can rest assured that your desires and preferences related to your own care and assets will be honored, even when you can no longer speak for yourself.

Some of the most essential elements of an estate plan include the following:

  1. A will or some form of legal trust, which will spell out what is done with your assets after you are gone.
  2. Advance directives, which can include a health care power of attorney, a durable power of attorney, a living will, and other documents that state how you wish to be cared for if you are unable to tell others what you want.
  3. Updated beneficiary designations on retirement accounts, joint savings or checking accounts, and other assets so there is no question who may access them.

Other Important Estate Planning Considerations

There are other legal documents and considerations that relate to the estate planning process. Their necessity will vary with your life situation. Some of the most common include:

  • Applying for veterans benefits
  • Proactively planning for long-term care solutions if you become disabled
  • Arranging for the guardianship of a minor child or a vulnerable adult of any age

My background as a military lawyer helps me look at the big picture. My previous experience in family law informs how I forecast the potential consequences of legal actions.

Start The Estate Planning Process Today

No matter where you are at in setting up an estate plan in Florida, I can help you. I am attorney Donald Witmyer and my firm, the Law Office of Donald Witmyer, P.A., can review your current situation and provide you with advice on how to link all of your estate documents together. If you are starting from scratch, or just want to prepare a few key documents, I can help you with that, as well.

Put plans in place for your estate long before they are needed. Contact my office in Destin by calling 850-502-2047 or by using my online intake form.