Experienced Legal Representation You Can Trust

Your Estate Plan should reflect your values—not just your valuables.

Your family’s future isn’t just about today—it’s about generations to come. Whether you’re preserving wealth, protecting loved ones, or preparing for long-term care, a strategic Estate Plan ensures your legacy reaches beyond a single lifetime.

Wills & Trusts: Florida-Specific Essentials

In Florida, planning your estate means understanding how Wills and Trusts operate under state law:

• Trusts manage assets placed within them and may allow families to bypass Probate entirely. This can protect privacy, reduce delays, and smooth transitions—but only if the Trust is fully funded (i.e., assets like real estate are retitled in the name of the Trust).

• Wills, when legally valid, determine how remaining assets are distributed. Even if a Trust is in place, a Pour-over Will ensures that any assets not properly titled to the Trust are included in your Estate Plan.

• Florida statutes do not require Trusts to be filed with the court, so successor trustees must have easy access to the Trust document. Without it, asset distribution may stall.

• In Florida, assets such as life insurance benefits, retirement accounts with designated beneficiaries, and jointly held bank accounts often pass outside of Probate—making title and beneficiary designations a critical part of planning.

Planning Across Generations

Estate Planning isn’t one-size-fits-all. A Trust can be especially effective for:

• Families supporting minor children or dependents

• Beneficiaries with special needs who require long-term financial protection

• Individuals with significant or complex assets who want to preserve dynastic wealth

• Anyone seeking to reduce family conflict and ensure smooth transfers of real estate or business interests

By design, a Trust helps protect against future legal challenges, avoid unnecessary taxes, and provide financial stability through life's transitions.

Strategic Legal Guidance You Can Rely On. Clifton Law can help you pass down more than wealth. Let’s secure continuity, clarity, and care—for every generation.

Working with Clifton Law ensures:

• Your plan complies with Florida law

• Your Trust is properly funded and structured for long-term stability

• Your Will is drafted to reflect evolving family dynamics,

• You receive proactive guidance to minimize Probate risk and maximize privacy, control, and impact.