Handling Your Will Or Trust With Compassion And Dignity

So many of us come from different walks of life and lead very different lives. For all our differences, however, we share a similarity — everyone has loved ones, possessions and principles they highly value. You would want to know your loved ones are cared for and your possessions go to the right people as you intended in the event you are unable to make decisions for yourself, or pass away unexpectedly.

Trust Us To Help You Create A Unique, Customized Estate Plan

At Fuller & Associates, Attorneys at Law, we can help you to accomplish just that. For over 30 years, we have created custom-tailored wills, trusts and other estate planning documents for individuals and families throughout northeast Florida.

We understand the sensitive nature of estate planning; your wishes, desires and plans are a very personal matter. We understand entrusting such information to a stranger may not be easy. We offer a comforting environment at our office in Orange Park, which overlooks a forested wetland area adjacent to the St. Johns River. In this quiet, personable atmosphere, you will receive confidential guidance regarding your estate plans.

The Benefits Of A Will

A will is a written legal expression of a person's wishes. An individual can designate an executor or personal representative to appear before the court, collect your assets, pay your debts and taxes, distribute your assets, and carry out any other wishes you have stipulated. A will can also name a guardian for your minor children in the event you pass away unexpectedly.

The Importance Of Creating A Will For Your Circumstances

Many people today believe they simply do not need a will. However, if you die intestate, or without a will, all assets under your name will be divided among your spouse, children and other relatives according to state law — and probably in a way that does not necessarily reflect your own wishes. Creating a will and perhaps other estate planning documents can ensure your exact requests are carried out.

Many people also believe a simple will is sufficient, but a simple will fails to address important situations that can arise. A more detailed estate plan may be necessary to:

  • Reduce estate taxes if your assets are more than $5.3 million at your death
  • Address valuable interests in pensions, profit-sharing plans or business-related assets
  • Create a trust for yourself, your children or others
  • Leave specifications for stepchildren or foster children who may or may not have been adopted by you
  • Preserve assets in another state

How A Trust May Benefit You

A trust is another estate planning document. There are many kinds of trusts such as testamentary trusts, revocable or irrevocable trusts, and living trusts. A trust typically allows you to manage your own assets or manage the assets of a beneficiary, such as a minor whom you believe could not or would not prudently invest and use the assets.

Trusts are used for many other reasons as well, such as to:

  • Avoid probate costs and associated expenses
  • Avoid taxes
  • Protect the privacy of your affairs from the public

Meet With Our Staff To Discuss Your Wishes Regarding Your Legacy

We invite you to talk with us about your life, your family and how we can preserve your wishes for the future. Please call our office at 904-637-1129 or send us an email to schedule an appointment with our lawyer. We are happy to meet with you during regular business hours or at an evening or weekend appointment.