Comprehensive Estate Planning for All Your Needs

Estate Planning

Estate plans provide a roadmap outlining how an individual’s personal and financial affairs should be handled after their death or in the event of incapacity. Estate plans can be modified and should be considered growing and adaptable documents. Your estate planning documents should be periodically reviewed and updated so that they reflect the changes in your life.

Estate plans can also name an appropriate person to raise your children in the event you are unable to do so. The versatility of estate plans can allow you to prepare for life’s changes like getting married, having children and grandchildren, divorce, incapacity and death. Proper estate planning can also help prevent the unfortunate conflicts which often arise in these situations.

How We Can Help

Attorney, Joseph F. Martinez, helps clients to establish customized estate plans based on their unique situation and legal needs. When you select our Martinez Law, we will get to know you and the goals you have for yourself and your family.

Do You Need a Trust?

A trust is designed to help avoid probate and the time delays and expenses associated with it. Most importantly, a trust as opposed to the probate of a will, is a private matter and does not involve the courts, retaining your privacy. A trust can accomplish your goals immediately transferring your assets to your beneficiaries, set out your conditions on distributions to your beneficiaries, especially in the case of trusts for minor children and disabled loved ones.

Estate plans can also help you preserve and grow your assets for the future, until the time that you have specified that they should be distributed to your beneficiaries. A trust can reduce estate taxes and other asset transfer fees. Estate planning attorney Joseph F. Martinez has extensive experience developing a variety of trusts, including:

  • Irrevocable trusts
  • Revocable (living) trusts
  • Special needs trusts
  • ERISA or Miller Trusts
  • Charitable trusts
  • Weapons Trusts
  • Testamentary trusts
  • Land Trusts
  • Enhanced Life Estate Deeds
  • Prenuptial agreements
  • LLC / S-Corp – Operating Agreements

Martinez Law will provide you with sound legal guidance to help you understand the type of trust that would be most effective based on your goals and how to fund your trust.

Advanced Health Care Directives in Florida

Estate planning attorney Joseph F. Martinez is available to help you define your advanced directives in the event you become incapacitated and name a trusted person to make those decisions. A Health Care Power of Attorney can make sure your health care wishes are met without involving an attorney or the court system.

A Limited or Durable Power of Attorney gives authority to a person or institution This to make financial and legal decisions for you in the event you become incapacitated or simply want to give another the power to act on your behalf. Joseph F. Martinez has the skills and legal knowledge to help guide you to designate the right person to make financial and legal decisions, while making sure your legal rights are fully protected.

In most cases, advanced directives avoid the need to establish a court-ordered guardianship to make your health care, financial and legal decisions on your behalf, if you are unable to do so yourself.


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