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Frequently Asked Questions
Do I need both a will and a trust?
Many families benefit from having both. A will covers guardianship and instructions, while a trust helps avoid
probate and protects assets more efficiently.
What happens if I pass away without a will?
Florida law will decide how your assets are distributed, which may not reflect your wishes and can cause delays for your family.
How often should I update my estate plan?
Every 3–5 years, or after major life changes such as marriage, divorce, having a child, or purchasing property.
Does probate apply if I have a trust?
A properly structured trust can help avoid probate, but some assets may still require court involvement depending on how they’re titled.
Can IRS issues affect my estate?
Yes. Unresolved tax matters can complicate estate administration, which is why combining estate planning and tax strategy is essential.