Miami Estate Planning Lawyer

Denise Jomarron Legal Group helps families and individuals create robust estate plans.

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Estate Planning in Miami

There are few things in life you can control. For instance, you can’t control getting older, and you might not be able to avoid health issues. However, you can maintain control of the decision-making process with a thoughtfully prepared estate plan. With the right planning, you can ensure your wishes are carried out each step of the way, even if you become incapacitated.

As one of Super Lawyers’ Rising Stars, Denise Jomarron understands the complexities of estate planning and simplifies the process for clients. Contact our Miami estate planning lawyer today for a free 20-minute consultation where you can go over your goals. Then, our firm can develop an estate plan that will protect you no matter what the future might bring.

Estate Planning Documents

Our Miami estate planning lawyer can help you with a single document or an entire plan. Some of your options include:

  • Durable Power of Attorney
  • Designation of Health Care Surrogate
  • Authorization for Release of Protected Health Information
  • Living Will
  • Designation of Pre-Need Guardian
  • Last Will and Testament
  • Revocable living trust
  • Third party special needs trusts

These are some of the services our firm can provide. Reach out today to discuss your needs.

Wills And Trusts Create The Foundation Of An Estate Plan

When you visit a Miami estate planning lawyer, you’ll likely begin by designating beneficiaries to receive your property and assets when you pass away. First, you will need to address your ultimate goals and wishes so that your attorney can design a customized plan. A Last Will and Testament will allow you to choose a guardian for your minor children, if applicable, along with designating beneficiaries to your estate.

While a Will lays the foundation, you can also include a revocable or irrevocable trust in your estate plan. If you select a revocable trust, you can serve as the trustee while you are alive and have capacity, but you will also name a successor trustee to step in should you become incapacitated or pass away. However, you will need to choose a third-party trustee to manage the trust if it is irrevocable.

Both revocable and irrevocable trusts have the advantage in that they may allow you to bypass the probate process so long as the trust is properly funded, allowing you to keep your affairs private. Additionally, irrevocable trusts have other benefits, such as protecting assets from creditors. Consult with our Miami estate planning lawyer to learn more about wills, trusts, and other estate planning options.

Plan Ahead For Incapacity With An Estate Plan

Our Firm’s estate planning lawyer will go over documents you can use to protect you in the event you become incapacitated. First, your attorney can help by drafting a durable power of attorney allowing you to name an agent or agents to handle your financial and legal affairs in the event of incapacity.

Additionally, you can designate a healthcare surrogate to handle your health-related and medical decisions. You can pair it with a living will to provide instructions as to your end of life decisions.
Finally, you might want to designate a pre-need guardian. If you cannot care for yourself, the guardian named in such document will have preference in being appointed as your guardian through the court system.

These are some of the options you can discuss with your lawyer. Reach out to learn more about creating a robust estate plan.

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Why Choose Denise Jomarron Legal Group

  • Proactive Approach – We help clients prevent legal problems and mistakes before they happen.
  • Confidential Case Assessment – During your phone assessment, we will listen to you and help you determine your next steps.
  • Focused Legal Practice – Our firm has always concentrated on wills, trusts and estates, estate planning, elder law, guardianship issues, and closely related areas.
  • Experienced – We have helped hundreds of families over the years to protect their legacy and plan for their future.
  • Alignment with Family Values – We help you consider family dynamics that better ensure your values are carried on.
  • Accommodating – We understand that not everyone can come into the office for an in-person meeting. We are flexible and offer phone or zoom consultations and sometimes even come to you.
  • Highly Reviewed & Rated – Rising Star in Super Lawyers for Elder Law for 3 consecutive years, 5.0 review rating on Google. See some of our client reviews below.
  • Custom Plans and Solutions – You and your family are unique. That’s why we don’t use fill-in-the-blank form documents. Your trust is YOUR trust. Together we create trusts to protect what you’ve built, fulfill your goals, and guide your family.
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Changing A Will And Trust

Your Last Will and Testament will not go into effect until you pass away. That means you can amend or revoke it as long as you are of sound mind and not under duress. However, it’s wise to consult with a Miami estate planning lawyer first to ensure the probate court recognizes your changes.

You can also make changes to a revocable trust. That includes revoking the trust if you desire. However, you cannot change an irrevocable trust. Thus, it’s essential that you set it up to your specifications when creating it. Again, your attorney can help you with this, so you won’t have to worry about mistakes preventing you from reaching your estate planning goals.

Disinheriting Family Members

If you are estranged from your family members, you might wish to disinherit them when creating your estate plan. You are legally allowed to disinherit adult children. However, the same is not true for your spouse. Florida law states that surviving spouses can receive an elective share of the estate, even if not listed in the will or trust. The only way to avoid this is with an iron-clad prenuptial or postnuptial agreement. If you leave your spouse out without such an agreement, he or she can contest the will and receive the elective share. Reach out to our Miami estate planning lawyer to learn more about what you can and cannot do when creating a will and trust.

Questions? Call (305) 402-4494 Or Click To Schedule A Consultation

Professional Associations

Rated By Super Lawyers - Rising Stars | Denise Jomarron Legal Group
National Academy of Elder Law Attorneys
Expertise.com Best Real Estate Arrorneys in Westminster 2022
Rated By Super Lawyers - Denise Jomarron Legal Group
Elder Law Counsel Member

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4300 Biscayne Blvd., Suite 305 Miami, Florida 33137
Questions? Call (305) 402-4494 Or Click To Schedule A Consultation

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Monday–Friday: 9:00 AM until 5:00 PM
At Denise Jomarron Legal Group, we specialize in bringing the law to your corner. We are dedicated to understanding your needs, the needs of your family, and explaining what actions we can take on your behalf. We will work with you every step of the way to make certain you are satisfied and confident about your future.

The information you obtain at this site is not, nor is it intended to be, legal advice. You should consult an attorney for advice regarding your individual situation. Contacting us does not create an attorney-client relationship.