Jacksonville Estate Planning Lawyer

Jacksonville’s Premier Wealth Management Attorneys Safeguarding Your Assets

Avoid the all-too-common mistake of neglecting your estate planning. As a resident of the vibrant city of Jacksonville, FL, it is crucial to understand the paramount importance of securing your assets and protecting your financial interests, both in the present and the future.

Beller Law, PL
4.6
Based on 29 reviews
powered by Google
FRANK RIZZAFRANK RIZZA
14:20 01 Sep 23
very professional
Dixie Lee AnzengruberDixie Lee Anzengruber
14:10 01 Aug 23
Rebecca is the person you want! 5 stars all around. She was able to educate me on all of the things. Things that I didn’t even think about. She truly cares about people. She went above and beyond. So knowledgeable and worth having on your team! She will be the person I go to in the future if her services are needed again. Thanks Rebecca!
Dave TroppeDave Troppe
09:45 28 Mar 23
Very knowledgeable, professional, and responsive. A+ service- would highly recommend this law firms service!
Scott WagnerScott Wagner
14:01 27 Feb 23
Awesome Professional Experience. Worked infinitely faster than my last lawyer for half the fee and better results. 10/10
Rebeca GrasleyRebeca Grasley
20:09 10 Feb 23
Jordan CalderonJordan Calderon
16:54 09 Sep 21
I had the opportunity to work with both Mina and Rebeccah. Both of them were very responsive, productive, sharks when I needed them to be, but also very personable and easy to consult with. They also kept me grounded and reasonable. This firm isn't cheap, but I felt I got what I paid for. I essentially got everything I wanted in my case. They also went above and beyond communicating with the opposing counsel, ensuring that I was safe and being treated fairly which meant a lot to me.
Joyce CaseJoyce Case
23:24 01 Apr 21
I hired this firm back in December, 2020 for my divorce. The firm was recommend by an employee that works with me. I had my initial consult with Rebeccah and immediately liked what she had to offer. I hired her after the consult. Rebeccah has been fantastic to work with and she always looked after my best interest. She was always available and responded to my questions or concerns very timely. Towards the end of the process, things became quite difficult with my ex and Rebeccah was so very understanding and sympathized with me. I highly recommend this firm/Rebeccah if you have a divorce to work through. I will be using Rebeccah’s services in the near future for my will and additional documents.
Carol CeeCarol Cee
21:49 30 Apr 17
Five Star Plus! Mina came highly recommended to me by several professionals in the Jacksonville area. I was emotionally and financially exhausted by my previous attorney, who was representing me in a long, on going, high conflict divorce. I desparetly need new council. Hiring Mina was the best decision I made. I was impressed by many things about her. Her knowledge of law is is voluminous. Because of that, she was able to address the crucial issues in my case and only those issues. She does not take a circuitous route to rack up attorney fees as my previous attorney did. Mina's knowledge paired with her assertiveness makes her a quick thinker, and an amazing litigator. In the court room, I was so proud that Mina was MY attorney. In addition, Mina cares. She cared about me throughout my case, making me laugh when I wanted to cry. Mina's staff is equally as good. Valerie and Jennie always took time with me and went above and beyond. I am still proud to have had Mina and her staff represent me, and will forever be thankful for their kind and caring deft ability to successfully end my divorce case.
A. GeemailA. Geemail
18:58 08 Sep 14
Mina Bustamante is wonderful. When I first met her, she was wearing blue jeans and eating pretzels but had a fierceness about her. I felt comfortable talking to her but I could tell she would be a pit bull in court, exactly what I needed. Seeing her in action at the temp needs hearing was amazing. It made me so happy I had her on my side. She fought hard and in the end, we were finally able to come to an agreement with the petitioner. I interviewed several attorneys before her, including some very well-known ones in Jacksonville, but Mina seemed to know her facts way better than the others. In all, I adore her and the helpful ladies at her office.
js_loader

Estate planning encompasses a diverse array of legal considerations, addressing critical aspects such as asset protection, wealth preservation, and domestic affairs. Whether you require expert assistance in mitigating tax liabilities, establishing comprehensive trusts, drafting meticulous wills, or strategizing for smooth business succession, our seasoned attorneys will be with you every step of the way.

People put off planning their estate for all sorts of reasons. There is a persistent myth out there that only “rich old people” need estate plans in place. Others believe that wills are only for families with young children and substantial estates. Some people are simply uncomfortable with the whole topic of death and would rather roll the dice. Here are four common myths about estate planning:

  • Myth #1: Only rich people need it. We all have assets. Even if your estate is modest in size, you have a vested interest in protecting the property that you do own. Sentiment matters too. As a matter of fact, many of the most contentious legal battles are over relatively inexpensive items that hold tremendous sentimental value — items that no one thought to protect in an estate plan.
  • Myth #2: Only parents need a will. Whether you have kids or not, you are going to face a whole series of important legal decisions in your life. Estate plans include important documents that dictate who will make those decisions if you can’t, and how they should decide, for example, what kind of life-saving medical treatment you might receive someday.
  • Myth #3: The default inheritance rules provide enough protection. Inheritance laws are complicated. Assets often pass in ways that the deceased person never anticipated, and family members are passed over and hurt in the process. Moreover, without a trust in place, your estate will be subject to a public probate proceeding, which can prove both costly and embarrassing for your survivors.
  • Myth #4: It is too expensive. Our lawyer offers a wide range of services, strategies, and solutions to fit your family’s budget.

Reach out to Beller Law, P.L., in beautiful Jacksonville, FL, and let our unmatched expertise guide you towards the protection of your valuable assets and the preservation of your enduring legacy.

Why You Need a Jacksonville Estate Planning Attorney

Jacksonville Estate Planning LawyerOf course, none of us can predict the future. We don’t know what tomorrow may bring. Should tragedy strike — an incapacitating injury, a devastating diagnosis, the unexpected loss of a spouse, or even sudden death — how much protection have you provided for your loved ones?

We’ll all pass away someday, and when we do, the state will pass an enormous burden on to the people we leave behind. They’ll have decisions to make, property to divide, and expenses to pay. The less planning you’ve done in advance, the bigger their burden will be. And without a comprehensive plan, there’s a good chance that your affairs won’t be handled in the way you’d have wanted. Don’t make these common estate planning mistakes:

  • Naming the beneficiaries of your insurance policies, IRAs, 401ks, annuities, etc. as “the estate of so-and-so.” These three simple words, “The estate of,” can spell a lot of trouble, because they put the assets contained in those accounts right back into probate where it can take weeks, months, or even years to distribute them to their intended beneficiaries.
  • Failing to have your last will and testament properly witnessed and executed. This can result in delays and, in some cases, outright invalidation of your will.
  • Failure to fund a living trust. A living trust can take your assets out of probate so that they can pass seamlessly to your intended beneficiaries when you die. They don’t help you, however, if you neglect to fund them by re-titling the assets you wish to place in the trust.
  • Jointly titling assets in your children’s names. This can get you into a lot of trouble if your children run into financial problems: divorce, debt defaults, etc.
  • Failing to seek legal advice when you are planning your estate. This is the biggest mistake of all because it is the mistake that leads to all the other ones.

That’s why estate planning in Jacksonville is so important. It’s the only effective way to provide protection in the face of an uncertain future. And it’s much easier to achieve than most people believe. Our Jacksonville estate planning lawyer is here to help you in 101 different ways (this is a conservative estimate). Some of these ways include:

  • Helping you navigate state-specific rules that apply to your estate. What works in New York might not work in Florida, and vice versa.
  • Helping you strategically plan your estate. Every piece of your estate planning puzzle affects every other piece.
  • Getting the details right. A misplaced word (or even a comma) in your last will and testament, for example, could result in unintended consequences that you could not have foreseen. It is our job to foresee such consequences.
  • Avoiding estate litigation by closing loopholes and clarifying ambiguities in advance.

As a trusted Jacksonville estate planning lawyer, our goal is to ensure that your estate is carefully planned to avoid potential disputes that could arise in the future. By executing our job effectively, we strive to prevent any conflicts from the surfacing, which could have otherwise resulted in legal battles and considerable stress for your loved ones.

Components of an Estate Plan: A Comprehensive Overview

Jacksonville, Florida estate planning attorney

What Does an Estate Plan Include? The contents of your estate plan will be dictated by the specific circumstances of your family and estate, as well as your unique needs. In general, though, a comprehensive 21st-century estate plan should include the following at a minimum:

  • Last Will and Testament
  • A revocable trust (i.e. living trust)
  • Power of Attorney
  • Medical directives
  • Appointment of healthcare surrogates

In today’s ever-evolving digital landscape, it’s crucial to extend the scope of your estate planning to encompass the protection of your online accounts and other valuable virtual assets. At Beller Law, P.L., our esteemed team of Jacksonville estate planning lawyers understands the significance of digital estate planning in securing your online presence and ensuring the seamless transfer of your digital assets according to your wishes.

As technology continues to advance, more individuals are accumulating a multitude of digital assets, including social media accounts, online banking information, cryptocurrencies, digital files, and intellectual property rights. Without proper planning, these valuable digital assets can be at risk of loss, unauthorized access, or even becoming inaccessible after your passing.

Our experienced Jacksonville estate planning attorney will work closely with you to create a comprehensive estate plan that includes provisions for your digital assets. Our dedicated estate planning legal team stay up to date with the latest laws and regulations surrounding digital estate planning, allowing us to develop tailored strategies to protect your online presence and enable the smooth transition of your digital assets to your chosen beneficiaries.

Expanded Services to Serve You Better

Our wealth management lawyer is also available to assist with any legal concerns relating to old age or the loss of a loved one. Available services include:

  • Asset protection
  • Tax strategies
  • Probate litigation
  • Caveats (challenges to wills)
  • Updates and modifications to an estate plan
  • Guardianship and custody issues
  • Changes to estate plans after divorce and other changes in the family
  • Family counseling relating to estate planning
  • Much more

Jacksonville Estate Planning FAQs: Secure Your Financial Future

Q: Why is estate planning essential for residents of Jacksonville, FL?

Estate planning is vital in Jacksonville to protect your assets and ensure your financial interests are secure, both now and in the future. It addresses crucial aspects like asset protection, wealth preservation, and domestic affairs, helping you make informed decisions about your estate.

Q: Who should consider estate planning in Jacksonville?

Everyone, regardless of wealth or family status, should consider estate planning. Whether you have substantial assets or modest holdings, estate planning ensures your wishes for your estate are documented and your assets are protected.

Q: What are the consequences of not having an estate plan in Jacksonville, FL?

Without an estate plan, your loved ones may face a significant burden, including property division, decision-making, and expenses, after your passing. Proper planning reduces their burden and ensures your affairs are handled as intended.

Q: Why is digital estate planning important in Jacksonville, FL?

Digital estate planning safeguards your online presence and digital assets. It protects valuable accounts, online banking information, cryptocurrencies, and more from loss or unauthorized access.

Schedule a Consultation with Our Experienced Jacksonville Estate Planning Lawyer

Secure your family’s future with peace of mind by planning ahead. With the help of a trusted Jacksonville estate planning attorney like Attorney Rebeccah Beller, you can ensure that your hard-earned assets are safeguarded and your loved ones are protected. Don’t wait until it’s too late, take control of your legacy today.

Let us handle the heavy lifting, providing you with the accurate and effective advice you need to make informed decisions about your estate. With years of experience and a commitment to excellence, Attorney Rebeccah Beller is here to help you every step of the way.

Don’t leave the future of your family to chance. Contact us online or call our Jacksonville law firm today to schedule your consultation with an experienced estate planning law firm in Jacksonville.