Wills & Trusts

At Samuels Wood PLLC we believe everyone deserves the finest representation to prepare for the future. Get in touch with our attorneys today to explore your options.

Boca Raton Wills & Trusts Attorneys

Your Family Is Our Family

People often believe that only the wealthy need to include wills and trusts in their estate plans, but the truth is, every adult should take the time to seriously consider the various ways that these legal tools can be used in their estate plans to avoid probate, protect assets, and preserve one’s legacy. At Samuels Wood PLLC, we take great pride in creating lasting relationships with our clients so we can deliver the top-notch representation they deserve in all estate planning matters, including will drafting and trust administration.

Proudly Assisting Clients of All Backgrounds With Wills & Trusts

Wills and trusts are legal documents that specify what will happen to your estate once you pass away or if you become unable to care for yourself. This can include who will inherit your assets and properties, who will care for you once you are declared incapacitated, and more. Without a legal document such as a will or trust specifying your wishes, the court will usually designate a family member to execute your estate for you. To avoid this happening, consider creating a will and/or trust with the help of a Boca Raton elder law attorney. Our team can walk you through the process and help you create a thorough, legally binding will and/or trust.

What Should I Include in My Will?

If you die without a valid will, then you won’t be able to transfer your wealth to your family and the court might end up awarding your property to other parties. It’s important that the will you include in your estate plan covers all of your interests after you pass away.

A comprehensive will should include the following:

  • A personal representative or executor to administer your estate
  • The names of any beneficiaries you wish to inherit your property
  • The names of any alternate beneficiaries
  • An appointed guardian for minor children
  • Detailed directions for how your personal assets should be divided among beneficiaries
  • Detailed directions for how debts, expenses, and taxes should be paid
  • Any special instructions for maintaining real estate properties

Using Trusts To Protect Your Assets

When individuals utilize trusts to protect their assets, they are creating a separate legal entity to hold and invest funds into that another party will eventually benefit from. The person who inherits the contents of the trust is called the beneficiary, while the person in charge of administering the trust is called the trustee. Trusts usually explicitly state that the trustee must wisely invest the funds in bonds, certificates of deposit (CDs), or other low-risk investments. If the trustee makes smart financial decisions, then the beneficiary of the trust will receive the maximum return when the trust is administered.

We can help individuals plan for a wide variety of will and trust issues, including:

  • Last will and testament
  • Revocable living trust
  • Charitable trust
  • Trust litigation
  • Living will
  • Irrevocable trust
  • Trust administration

Our Boca Raton Lawyers Can Help Plan Your Future

Whether or not you have a large estate, having a will and/or trust can benefit everyone. Even if you already have a legal document like this, think about the last time you updated it. Wills and trust should be updated regularly after major life events such as a marriage, birth, or any changes in finances. Our firm can review your plan to see if it reflects your current needs and goals. We collaborate closely with you and your family to create customized and comprehensive plans that account for all the important details now and in the future.

We invite you to contact our office at (561) 623-3314 to learn more about creating a will and/or trust. Schedule a case consultation with Samuels Wood PLLC today.

What Sets Us Apart

  • We create relationships with our clients that last
  • We customize legal solutions to your individual needs
  • We provide sound legal counsel with compassion
  • We care about quality service, not quantity of cases
Let Us Help You Protect Your Future & Your Legacy

We Have the Answers, Insights, and Dedication You Need

Reach Out Today

Why Our Clients Love Working With Us

  • “Tara Wood is an amazing Attorney, from the very first phone call to the very end she was professional, Knowledgeable, and so caring. I was truly blessed to have found her. She helped me with my estate ...”

    - Sonia H

  • “If there were more stars I would rate them higher! I cannot say enough positive things. Tara Wood was a lifesaver. Her compassion, patience, attention to detail and responsiveness were outstanding. If ...”

    - Angie R.

  • “I was not asked to add this review, I asked since Tara Wood is an excellent attorney. When I see someone who not only knows her business, and has compassion for people, I have to make sure everybody ...”

    - Ralph C.

  • “Tara Wood was invaluable in helping me to navigate the legal landscape as I needed to gain Power of Attorney in order for me to become responsible for my mom who developed dementia. and could not take ...”

    - Eric Albert

  • “Reading through these reviews I completely agree with all the praise written about Tara Wood. I couldn't agree more. It was indeed a pleasure cooperating and working with Ms. Wood. She provided a 5 ...”

    - Daniel Palmer
/