Daytona Estate Planning Lawyer

Daytona Estate Planning Lawyer


Have you updated or created your estate planning instruments in the last few years?

Tax law and statute changes, marriage, children, or divorce may have affected your current instruments intentions.

Today’s estate plans are more than just wills. When people think about estate planning, most people automatically think “will.” In all actuality, a will is just one of many instruments you may need for your estate planning needs. Keep in mind that there are many ways to document how you want to distribute and protect your assets. There are also instruments which address health and medical treatment if you are incapacitated. At Upchurch Law, we offer an estate plan that provides you with various estate planning options based on the attributes that fit your situation:


  • Will or Trust 
  • Durable Power of Attorney – Finance 
  • Health Care Power of Attorney 
  • Living Will 

For larger estate planning needs, you may want to set up a Charitable Remainder Trust. For additional information you may want to review my blog on "Florida Estate Planning: Estate Charitable Contributions." Before deciding to create or update a Charitable Remainder Trust, you may want to meet with a Florida Estate Planning Attorney to ensure that your charitable contributions are laid out in a manner that fulfills your intentions.

Also, when discussing larger or more complex estates, a Florida Estate Planning Attorney may prepare any or all of the following instruments in conjunction with the above:


  • Business Planning 
  • Tax Planning 
  • Family Partnerships 
  • Charitable Remainder Trusts 
  • Insurance Trusts 
  • A-B Trusts 
  • Q-tip Trusts 
  • Spend-Thrift Trusts 
  • Florida Land Trusts 

An important aspect of estate planning is to ensure all bases are covered to protect you and your property. Asset protection is an integral part of estate planning. Also, you may want to ensure that your intentions are fulfilled in a specific manner. An experienced Florida Estate Planning Attorney can prepare the necessary instruments to address the following areas:


  • Determine who will manage your affairs if you are to become incapacitated 
  • Provide specific instructions on how you want your affairs managed 
  • Provide asset protection
  • Provide instructions on how you want your assets distributed 
  • When and if you want assets distributed during lifetime 
  • Who will make healthcare decisions on your behalf if you are to become incapacitated
There are a variety of decisions which must be made when developing an effective estate plan. To ensure your intentions are executed and administered, the following is a list of issues you may want to consider before meeting with an Estate Planning Attorney:


  • Approximate value of your assets 
  • Who will receive your assets 
  • When do you want assets distributed 
  • Who will oversee distribution of your assets 
  • Who will make health care decisions on your behalf if you become incapacitated
  • Who will care for your minor children if you are unable to care for them 


To determine which Florida Estate Planning instruments are best for you, contact Attorney Thomas Upchurch now at (386) 506-8640 or email him at tupchurch@upchurchlaw.com to set up a consultation.

Florida Estate Planning and Probate Litigation Attorney Thomas Upchurch serves the entire state of Florida. Serving primarily in vicinities of Central and North Florida Areas which include Daytona Beach, Port Orange, Deland, Ormond Beach, Jacksonville, Palm Coast, Orlando, Saint Augustine, and New Smyrna Beach.

If your city is not listed above, you may still contact Attorney Thomas Upchurch at (386) 506-8640 to set up your free initial consultation.


No comments:

Post a Comment