The Law Firm of W. Kevin Russell has been helping people in Charlotte County, North Port, and the surrounding areas with their Estate Planning needs for over 30 years.

Having a Last Will and Testament means that your assets will be distributed according to your wishes when you pass away. If you do not have a Will, your assets are distributed according to Florida Law, and the complicated Rules of Intestate Succession.

A Living Trust is an instrument that you can benefit from during your lifetime. And, while more complex and expensive to initially create, having a Living Trust will save your beneficiaries both time and money by avoiding Probate.

Not to be confused with a Last Will and Testament, a Florida Living Will is a legal document that expresses your wishes to your loved ones, and your medical providers, in the event that you are incapacitated. The Power of Attorney allows a family member or trusted friend to act on your behalf for such things as paying bills, accessing your accounts, or even applying for benefits. The Designation of Healthcare Surrogate is a medical Power of Attorney, which grants the person you choose to make medical decisions on your behalf. A HIPAA waiver allows your doctor or other medical provider to share information about you that would otherwise be private and confidential. These 4 documents (Florida Living Will, Power of Attorney, Designation of Healthcare Surrogate, and HIPAA waiver) are collectively referred to as Health Planning Documents, and are an essential part of our Estate Planning packages.

Contact us today to schedule your free initial consultation!