Wills and Trusts

Get answers to your most common questions.

Is a will necessary?

Did you know that you may not need to worry about the expense of a will? Keeping it simple, a will is a document that lets you communicate who should receive which of your assets that are titled in your sole name after death. At Bass Law Group, we can help you evaluate your estate planning and determine whether a will is the best document to meet your individual needs.

In other cases, where you have put most of your estate in a trust, the estate no longer effectively belongs to you, there may be very little reason for you to carry out the creation of a will. If you can save some money and a will really isn’t necessary for you, we will work with you to understand your needs and will advise you of the best course of action. These situations are best suited for a discussion in which we invite you to have with us.

When a will is necessary.

If a will is necessary to carry out your wishes for disposing of your assets, we will help you to draft a will that will comply with Florida law requirements.

If, for example, you plan to leave part of your estate to a distant relative, would like to leave it in unequal portions or would like to leave your estate to someone who is not legally related to you, a will is going to be a necessary part of your estate planning. All situations are unique in life and we can help you navigate the best course of action.

When a will is needed, Bass Law Group can help you to get the essential components that you need for your estate planning and will do so in a way that is useful and most cost effective for you. When discussing your will, we typically discuss:

  • A Power of Attorney – this is a document that allows you to appoint a person or organization to manage your affairs if you become unable to do so.
  • A Living Will – this is a document that allows you to make known your wishes regarding life prolonging medical treatments; also referred to as an advanced directive.
  • A Health Care Surrogate Designation –this is a document that designates who can make decisions for your health care in the event you are unable to make them for yourself. We don’t take these matters lightly and prefer to discuss what makes the most sense for you.

Let us help you navigate and plan for life’s transitions. Call us today for a free consultation.*

*Free 30 minute consultation for new clients.

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