Estate Planning as Florida Residents

Estate planning is necessary for people of all ages and goes beyond just a last will and testament. Your estate plan can take many different forms and each person’s plan is unique. Some estate plans are relatively simple, while other estate planning is more complex. Deciding what estate planning tool is best for you and your loved ones is a complex process but it does not have to be complicated.

Attorney Dena Rogers works closely with her clients to understand their personal situation, needs and goals and together they determine which estate plan is the right choice to effectively dispose of their assets upon their death. A last will and testament may be sufficient or adding a trust, such as a revocable living trust or special needs trust, may better suit a client's long-term goals.


READY TO GET STARTED?

Click on the appropriate button below and complete the estate planning intake form. Attorney Dena Rogers will be in touch to discuss the estate plan that is right for you.


Advanced Directives
The "insurance" you may not know you need

There are three additional documents that Attorney Dena Rogers includes in every comprehensive estate plan - Durable Power of Attorney, Designation of Healthcare Surrogate, and Living Will.

These documents may not be the most fun to discuss, but in the event of unanticipated incapacity or the potential effects of aging, these documents can save you and your loved ones a lot of time, stress, and money. Not having these documents could prove to be a costly mistake!

  • Durable Power of Attorney - With a durable power of attorney (POA), you can name someone as an attorney-in-fact and this person will have the authority to make financial decisions on your behalf in the event of incapacity. Without such document, your loved ones could likely spend thousands of dollars in court to appoint a guardian of the property. Proper planning today can save you and your loved ones considerable time and money if something happens and you become mentally incapacitated.

  • Designation of Health Care Surrogate - A health care surrogate is someone who makes key medical decisions on your behalf in the event you become incapacitated. If you do not have one, the hospital or doctors will determine the identity of your closest family member(s) and obtain their consent instead. In the alternative, without a surrogate named by you, a doctor could refuse treatment until a guardian of the person is appointed by the court. Instead of adding this burden to your family’s list of worries, prepare ahead of time with a health care directive.

  • Living Will - A living will is an end of life directive that states your wishes regarding feeding tubes and other critical health care services if death is imminent or you are in a permanent vegetative state. A properly executed living will helps to ease the burden on family members who may be uncertain of your wishes. By clearly communicating your medical care preferences, you can help reduce the chances of unnecessary family conflicts if you suffer a sudden accident or illness.


Your initial consultation is always free

If you have a question regarding your estate planning needs, complete the form below or call (727) 900-5611 to speak with Attorney Dena Rogers. 

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