Trust Lawyer Bloomingdale, FL

Securing Your Legacy With Our Bloomingdale, FL Trust Lawyer

If you believe that a trust can only benefit a very wealthy person, you’d be mistaken. Trusts can benefit you in your retirement and at the end of life, help you provide for a child with special needs, and preserve certain assets and property from going through probate or being seized by creditors. A trust can be a great tool if you have children whose education you want to pay for, or you’re worried about your retirement accounts not providing enough financial support later in life. Our Bloomingdale, FL trust lawyer gets to know you and your family to understand your financial goals. We consider your responsibilities as you stand today and explain how a trust may be a viable option for your current financial picture.

Don’t face the future without a solid plan and legal protections for your assets. Let our attorneys protect everything you’ve worked so hard for and keep it from being unfairly seized by estate creditors or through estate taxes. Call Morton Law Firm today foor a consultation.

Experienced Estate Planning Attorneys Help You Grow Your Wealth

A trust can protect certain assets, such as a house, for someone to benefit from while they’re alive, but not actually own. Or, a trust can consist of money and investments that can fund a child’s education, but not pay for “wants.” As the trust’s grantor, you determine how it’s funded, who it benefits, and limits on the trust’s spending. You can also leave instructions for the trustee (the trust administrator) to make investments and other financial decisions on behalf of the trust, to grow its value and better serve its purpose.

Your trust can help you fulfill certain obligations to your family and reduce the chances of being a victim of elder financial abuse or fraud when you’re a senior.

Helping You Safeguard Everything You’ve Earned

Our attorneys keep abreast of any changes in Florida estate and probate laws that could affect the structure of your trust, and make recommendations if the changes will impact the trust’s purpose. We carefully prepare the trust to stand up to a dispute or challenge and consider all potential legal implications that could arise with the trust. We can also help you with specialized trusts, like a Medicaid Trust, that can ensure you qualify for Medicaid while protecting as much of your assets as possible. Or, perhaps, you have a child with special needs. A Special Needs Trust can enhance your child’s quality of life, preserve their eligibility for government benefits, and pay for things that these benefits can’t, like education, recreational activities, and specialized medical equipment.

At Morton Law Firm, we don’t just draft and revise trusts. Our Bloomingdale trust lawyer can also serve as your trustee or trust administrator. If you cannot serve as the trustee and don’t have anyone you trust with the fiduciary responsibility, talk to us about this in your consultation. We offer personalized attention and advice, thoughtfully answering your questions and providing the right information so you can make wise choices about your assets. Contact us today for a personalized consultation.