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Many families benefit from having both. A will covers guardianship and instructions, while a trust helps avoid
probate and protects assets more efficiently.
Florida law will decide how your assets are distributed, which may not reflect your wishes and can cause delays for your family.
Every 3–5 years, or after major life changes such as marriage, divorce, having a child, or purchasing property.
A properly structured trust can help avoid probate, but some assets may still require court involvement depending on how they’re titled.
Yes. Unresolved tax matters can complicate estate administration, which is why combining estate planning and tax strategy is essential.
