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Carulli Law
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What Is Estate Planning?

Estate planning is a thoughtful and strategic approach to managing and distributing your assets. Its main goal is to ensure that your wealth and belongings are passed on to your chosen beneficiaries according to your wishes, while minimizing the risk of disputes or legal challenges. In addition to asset distribution, estate planning covers important decisions such as guardianship for minor children, healthcare directives, and power of attorney. By planning ahead, you can safeguard your assets from unnecessary taxes and legal costs, providing clarity and peace of mind to your loved ones. Ultimately, estate planning is an act preserving your legacy and securing your family’s future.

Estate Planning Legal Services

Last Will & Testament

Last Will & Testament

Last Will & Testament

Last Will and Testament

A Will is a legal document that sets forth your wishes regarding the distribution and handling of your assets and the care of your loved ones and pets, among other customizable options.  Meet with Three Palms Legal today to tailor your Will to your specific needs!


Living Will

Last Will & Testament

Last Will & Testament

Living Will

A Living Will is an important legal document because it communicates your intentions regarding your medical treatment in circumstances where you become incapacitated.  This provides your loved ones and doctors guidance in making very difficult decisions regarding your medical care.


Trusts

Last Will & Testament

Health Care Surrogate

A Trust is a legal document that takes effect during your lifetime and provides a structured way to manage and pass down assets.

Health Care Surrogate

Health Care Surrogate

Health Care Surrogate

Durable Power of Attorney for Health Care Decisions

A Health Care Surrogate (sometimes known as Healthcare Power of Attorney or Health Care Proxy) is a legal document in which you name another person to make health care decisions for you in circumstances where you are incapacitated and unable to make them for yourself.

Lady Bird Deed

Health Care Surrogate

Lady Bird Deed

 A Lady Bird Deed, sometimes referred to as an Enhanced Life Estate Deed, allows you to transfer your property to a beneficiary (or multiple beneficiaries) effective upon your death, bypassing the probate process. You retain full control over your property during your life, including the power to sell or mortgage it.  You can also keep your Homestead Exemption.

Quitclaim Deed

Health Care Surrogate

Lady Bird Deed

A Quitclaim Deed, allows for the transferring of your property to a Trust or changing how the property is currently owned.

Power of Attorney

Authorization for Release of Protected Health Information

Declaration of Pre-Need Guardian

Power of Attorney

A Power of Attorney is a legal document that grants someone authority to act on your behalf typically with regard to financial, property and/or legal matters. 

Declaration of Pre-Need Guardian

Authorization for Release of Protected Health Information

Declaration of Pre-Need Guardian

A Declaration of Pre-Need Guardian is a written declaration that names your preferred legal guardian in the event you become incapacitated and need a guardian appointed by a court.  

Authorization for Release of Protected Health Information

Authorization for Release of Protected Health Information

Authorization for Release of Protected Health Information

 This Authorization gives legal permission for your healthcare providers to disclose your protected health information and medical records to specific people you choose. 

Pre Nuptial Agreement

Pre Nuptial Agreement

Authorization for Release of Protected Health Information

A Pre-Nuptial Agreement is a contract created before marriage, detailing how assets, debts, and other financial matters will be handled in the event of a divorce or death.

Post Nuptial Agreement

Pre Nuptial Agreement

Post Nuptial Agreement

A Post Nuptial Agreement is a contract created after marriage, detailing how assets, debts, and other financial matters will be handled in the event of a divorce or death.

Mutual Will Agreement

Pre Nuptial Agreement

Post Nuptial Agreement

A Mutual Will Agreement is where two individuals, usually spouses, agree not to change or revoke their Wills after each other’s death.  Florida does not recognize Joint Wills, so this is a way to ensure the surviving spouse will uphold the terms of their Will.

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