Wills & Will Preparation

WILLS & WILL PREPARATION

Wills are documents used to direct how property should be distributed. They are fairly limited planning devices that are useful primarily in uncomplicated situations. At the Law Offices of Odelia Goldberg, we view wills as one of the many tools (along with trusts) available to constructing a well thought-out, customized estate plan.

Our practice will facilitate conversations to think through “what if” scenarios to properly name the executor, make specific bequests to beneficiaries, dispose of property, set up a trust (if needed), and name guardians for children.
In order to properly advise and draft a will, we will need to know about all of your assets and how they are owned. The following checklist will aid in understanding the asset list:

  • Real Estate Assets: description, location (state), value, ownership, mortgages or other liabilities
  • Business Interests: business entity, location (state), value of interest, ownership, liabilities
  • Bank Accounts: where held, type of account, value, ownership, designated beneficiary
  • Brokerage Accounts: where held, type of account, value, ownership, designated beneficiary
  • Stocks and Bonds: name of company, value, cost, ownership
  • Life Insurance: carrier, type, face value, owner, beneficiary
  • Retirement Plans (pension, 401(k), IRA, KEOGH, profit sharing): type of plan, owner, beneficiary

Wills in Fort Lauderdale

In addition, we recommend getting together every three to five years to review the plan. This should be done sooner if there is a life-changing event such as a birth, death, significant financial changes, major illness, marriage or divorce.
Please call our office at 954-832-0885 to discuss how The Law Offices of Odelia Goldberg can help you with your will preparation needs. Home, hospital appointments and telephone appointments are available.

If you need more information, our firm is here to help.

Call (954) 832-0885 today to schedule a free initial consultation with our South Florida lawyers.

ESTATE PLANNING CHECKLIST

With over 50 years of combined experience, our probate, estate planning, real estate, elder law and asset protection attorneys provide peace of mind for our clients throughout South Florida.

Schedule a Consultation


1270 SW 26th Ave
Fort Lauderdale, Florida   33312

Phone: 561-832-0885


Directions

The information on this website is for general information purposes only. Nothing on this site should be taken as legal advice for any individual case or situation.
This information is not intended to create, and receipt or viewing does not constitute, an attorney-client relationship.
© 2022 The Law Offices of Odelia Goldberg. All Rights Reserved. Privacy Policy. Web Development by IWD Marketing