Whether you just had a child, are recently married, or are preparing for medical or end-of-life eventualities, you and your family would benefit from having an estate plan in place. Through the use of wills and trusts, our Orange City lawyers can enshrine your wishes in legal documents that protect your beneficiaries during probate. We also represent clients through the entire probate process.
If you are considering an estate plan, there is no better time to discuss your options. Our Orange City estate planning lawyers could take you step by step through the process. Call Bogin, Munns & Munns today so our open, honest legal team can advise you on how to make sure your wishes are fulfilled or settle a loved one’s estate.
How Our Orange City Wills, Trusts, and Probate Lawyers Could Help
When you work with our attorneys during the estate planning process, knowing that all of the complex aspects of the process are taken care of could provide you with peace of mind.
Our Orange City commercial law lawyer could help you in numerous ways, from drafting documents to advising you on your tax liability. Here are some of the specific services we offer:
Drafting Estate Planning Documents
From wills to trusts, the estate planning process requires a lot of legal documentation. Bogin, Munns & Munns can listen to your needs and draft the documents necessary to meet them. This could include documentation to make sure your final wishes or medical needs and protocols are followed.
Advising on Tax Issues Related to Wills and Probate
There are a variety of tax issues that can arise during the estate planning process. Without careful planning, your beneficiaries could find themselves facing unexpected tax obligations. Careful planning could not only limit that tax liability but also prevent you from overpaying during the course of your life.
If you are already involved in the probating process, you might be wondering what kinds of estate taxes your inheritance will be subject to. Our probate attorneys can address all of your concerns as you work to close your loved one’s estate.
Naming Your Power of Attorney in Orange City
Selecting a power of attorney involves more than just picking a name and placing it on a legal document. Our estate planning law firm could advise you on your options and ensure you delegate the exact amount of decision-making power that you intended.
Assisting With Property Appraisal During Estate Planning
In order to divide property, it is important to know what it is worth. In some cases, having assets appraised or evaluated can be difficult on your own. Bogin, Munns & Munns can rely on our experience and contacts to get your property appraised with very little hassle to you.
Diligent Representation at Probate Court
If your loved one passed away, the deceased’s personal representative is responsible for ensuring their final wishes are carried out. This process may be more or less difficult based on:
- Whether the deceased left a will
- If there is any dispute about the will or any provisions in it
- If the deceased owed a lot of money
Call Bogin, Munns & Munns today to find out how we can represent you throughout probate administration, to include filing paperwork with the Probate and Guardianship Division of the Volusia County Clerk of the Circuit Court and making court appearances for you.
To consult with an experienced wills, trusts and probate lawyer serving Orange City
(855) 780-9986
Documents Our Orange City Estate Planning Lawyers Could Draft for You
Many different legal documents are required in the estate planning and probating process. Our Orange City wills, trusts, and probate attorneys could assist you with filing any documentation that might be important for your circumstances, including:
Last Will and Testament
The last will and testament is usually a starting point. This document is one of the most important aspects of estate planning as it can determine what assets your loved ones will receive upon your passing.
In some limited cases, a simple will could be enough to meet a person’s needs. However, things can get complicated for your beneficiaries if your will is not pre-verified. Let Bogin, Munns & Munns work with you to draft your will.
Living Wills and Designations of Healthcare Surrogates
A living will is different from a last will and testament. This legal document is designed to protect you while you are still alive by providing medical professionals with guidance in cases where you are unable to make healthcare decisions due to a terminal condition.
You have other options in cases where you are incapacitated but your condition is not terminal. Our estate planning lawyers could help you designate a healthcare surrogate for just such a situation. Also known as medical power of attorney in some cases, this document appoints a third party to make medical decisions on your behalf.
It is not uncommon for our firm to combine a living will and a healthcare surrogacy designation into a single document.
Trust Documents
Trusts are another common estate planning tool. They provide you with the opportunity to avoid probate in many cases, instead allowing your loved ones to inherit immediately after your passing.
Trusts can be used for tax benefits during the course of your life, and they can also help your loved one avoid the cost and delays of the probate process. Our Volusia County law firm is prepared to draft the documents necessary to set up a revocable trust or an irrevocable trust for you.
Probate Administration Documents
Before and during the probate process, you might have to file a variety of documents, including:
- A caveat, which helps protect your interest in the deceased’s estate
- The deceased’s will
- Official notifications to the deceased’s beneficiaries and creditors
- A petition to begin probate proceedings
- Requests to release and/or distribute the deceased’s assets
The wills, trusts, and probate attorneys at Bogin, Munns & Munns can examine your situation, determine which documents you need to prepare and file, and take care of all the hard legal work for you.
Estate Planning Is for Anyone at Any Time in Their Lives
Estate planning has long had a reputation for being a tool for wealthy, older people. In reality, everyone could benefit from having an estate plan in place. Wills, trusts, and other documents could ensure your wishes are adhered to regardless of the size of your estate.
It is important to remember that the purpose of these plans goes beyond dividing your assets after your passing. Many aspects of your estate plan could impact your life right now. The sooner you contact our Orange City estate planning attorneys, the sooner we can put you affairs in order—and put your mind at ease.
Orange City Wills, Trusts and Probate Lawyer Near Me
(855) 780-9986
Contact Our Orange City Wills, Trusts, and Probate Attorneys Today
If you have estate planning questions, now is the time to seek those answers during a consultation. Our firm is ready to answer your questions and help you plan for the future.
The attorneys of Bogin, Munns & Munns are proud to help with planning for wills, trusts, and probate. If you are ready to get started with this process, our team is here to help. Reach out today for a consultation.
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