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Estate Planning

If you own a home, a car, or have some money in the bank, then you have an estate. Estate planning is about more than distributing assets. It is about protecting your family, preserving your wishes, and creating clarity during difficult times. ​At Linde Legal, we help individuals and families across Coral Gables and South Florida create comprehensive estate plans tailored to Florida law.

Estate Planning

What Is Included in an Estate Plan?

Each document serves a specific purpose in protecting you and your loved ones. A comprehensive estate plan typically includes:

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  • Last Will and Testament

  • Revocable Living Trust

  • Durable Power of Attorney

  • Health Care Surrogate Designation

  • Living Will

  • Beneficiary designations review

Wills vs. Trusts

Wills

A will directs how assets are distributed but must go through probate.

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Revocable Living Trusts

A trust can:

  • Avoid probate

  • Provide privacy

  • Manage assets during incapacity

  • Offer greater control over distribution

Planning for Incapacity

Incapacity planning is often overlooked. Proactive planning avoids these complications.

 

Without proper documents:

  • Family members may need guardianship

  • Financial accounts may become inaccessible

  • Health decisions may be delayed

Estate Planning for Blended Families

Second marriages and blended families require careful planning. Customized trust structures can help balance these priorities:

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  • Protect a surviving spouse

  • Preserve assets for children

  • Avoid unintended disinheritance

Updating Your Estate Plan

Florida law differs from other states. You should review your plan after:

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  • Marriage or divorce

  • Birth of a child

  • Major asset changes

  • Relocation to Florida

Frequently Asked Questions about Estate Planning

Do I need a trust in Florida?

How often should I update my estate plan?

What happens if I die without a will?

Can estate planning reduce taxes?

Not everyone does, but trusts can help avoid probate and provide flexibility.

Every 3–5 years or after major life events.

Florida intestacy laws determine who inherits your assets.

Depending on the size of your estate, certain strategies may reduce exposure.

Create Peace of Mind for Your Family

Contact Linde Legal to schedule a consultation and build a comprehensive estate plan tailored to your needs.

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