Estate Planning FAQs
Answers to common questions about wills, trusts, powers of attorney, health care documents, beneficiary planning, and protecting family decision-making in Florida.
These materials are prepared by Cohen Samuels, PLLC for general educational purposes. They are not legal advice and do not create an attorney-client relationship.
Questions Answered
What should a Florida estate plan include?
A complete Florida estate plan often includes a will, durable power of attorney, health care surrogate designation, living will, beneficiary review, and, when appropriate, a revocable living trust. Cohen Samuels drafts each plan around the client’s assets, family structure, and future decision-making needs.
How often should an estate plan be reviewed?
Estate plans should be reviewed after major life events such as marriage, divorce, birth of a child, death of a beneficiary or fiduciary, relocation, retirement, acquisition of real estate, or meaningful changes in tax and estate law.
Is a will enough in Florida?
A will is important, but it may not address incapacity, beneficiary designations, jointly held assets, trust planning, probate avoidance, or medical decision-making. Many clients need a broader plan.
What documents help if I become incapacitated?
Durable powers of attorney, health care surrogate designations, HIPAA authorizations, living wills, and trust-based planning can help trusted people manage legal, financial, and medical issues if incapacity occurs.
How does Cohen Samuels tailor estate plans?
The firm reviews the client’s assets, family goals, fiduciary choices, beneficiary needs, real estate, business interests, and planning concerns before recommending documents or structures.
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Contact Cohen Samuels, PLLC to discuss your Florida estate planning, probate, trust administration, or elder law concerns.
