Estate Planning

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wills

If you do not have an estate plan prepared at the time of your death, your estate plan will be chosen by the State of Florida.

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trusts

Trusts are not only for the wealthy and not everyone needs a trust, but for some the creation of a trust is a crucial part of a complete and effective estate plan.

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trust administration

When a decedent dies leaving assets in trust, a successor trustee steps in to take over management of the trust. Sometimes, as in the case of certain irrevocable trusts, a separate trustee may already be in place.

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probate

The death of a loved one is an emotional and stressful time. Probate is a legal process by which a Florida court re-titles property of a deceased individual to his or her beneficiaries or heirs.

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ASSET PROTECTION PLANNING

Asset protection planning is all about taking chips off the table in good times, so that you still can walk away from the table a winner no matter what happens in bad times.

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ADVANCED DIRECTIVES

A “power of attorney” can be a significant instrument in protecting the assets of a vulnerable adult from perpetrators. A power of attorney is a written instrument by which a principal gives authority to an attorney-in-fact to act on behalf of the principal.

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gun trusts

Gun Trusts, also known as firearms trusts, NFA trusts, Class 3 trusts, or firearms revocable trusts, are an excellent way to legally purchase and own a Title II firearm sold by Class 3 dealers, as well as regular firearms.

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Online Questionnaire

Attached are several online questionnaires designed to help you get the information together that you need prier to going to meet with the Medina Team.

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