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Estate Planning

Have estate planning needs? Our team is here to help!

Estate planning is important to secure your financial future and protect the well-being of yourself and loved ones. Each client has a uniquely tailored experience, based on your personal preference and last wishes. Stay ahead of the curve and plan your future now!

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Our Twig Division recognizes the importance of estate planning in securing your financial future and protecting the well-being of your loved ones. Our experienced estate planning attorneys in Florida are dedicated to providing personalized and comprehensive estate planning services to help you navigate the complexities of estate law and create a plan that reflects your unique wishes and goals.

Our estate planning services include:

  1. Will Drafting: Our attorneys will work closely with you to draft a clear and legally sound last will and testament that outlines your wishes for the distribution of your assets, appointment of guardians for minor children, and other important matters. We will ensure that your will complies with Florida state laws and addresses your specific needs and concerns.
  2. Trust Creation and Administration: We can assist you in establishing various types of trusts, such as revocable living trusts, irrevocable trusts, and charitable trusts. Our attorneys will guide you through the process of selecting the most suitable trust structure for your goals and help you transfer assets into the trust. We also provide ongoing trust administration services to ensure the proper management and distribution of trust assets.
  3. Powers of Attorney and Advance Directives: We will help you prepare durable powers of attorney, granting trusted individuals the authority to make financial and healthcare decisions on your behalf in the event of incapacity. Additionally, we can assist in drafting advance directives, including healthcare surrogate designations and living wills, to ensure your medical wishes are known and respected.
  4. Business Succession Planning: If you own a business, we can assist you in developing a comprehensive plan for the orderly transfer of your business interests to future generations or chosen successors. Our attorneys will help you navigate complex business succession issues and ensure a smooth transition of ownership.
  5. Guardianship Designations: If you have minor children, we will assist you in designating guardians who will care for them in the event of your incapacity or passing. We will work with you to understand your preferences and select suitable individuals who can provide a loving and supportive environment for your children.
  6. Probate Avoidance: We will evaluate your estate planning goals and, where appropriate, employ strategies to minimize the need for probate. By utilizing tools like trusts, beneficiary designations, and joint ownership arrangements, we can help streamline the transfer of assets and reduce the costs and delays associated with probate.
  7. Estate Plan Reviews and Updates: We understand that life circumstances and goals can change over time. Our firm offers regular estate plan reviews to ensure that your plan remains up to date and aligned with your current wishes. We will work with you to make any necessary revisions or updates to your estate plan.
  8. Family Legacy Planning: We can assist you in developing a comprehensive family legacy plan that goes beyond financial matters. Our attorneys will help you identify and document your values, traditions, and philanthropic goals, ensuring that your legacy extends beyond monetary assets to positively impact future generations.

Our Twig division is committed to providing you with the highest level of estate planning services in Florida. Our experienced attorneys will listen to your unique circumstances, educate you on your options, and create a customized estate plan that protects your

Estate Planning

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Individually Tailored Services

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Estate & Future Planning

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The process was seamless

I worked with Twig, Trade, & Tribunal on the sale of my family home in July, 2023. The process was seamless and Terra Sickler was wonderful to work with. I highly recommend using her firm!

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Kudos!

Terra always gives the most comprehensive and thoughtful advice! Kudos!

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*****

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"Her guidance trustworthiness and experience helped me"

I’m a realestate broker and Terra helped me on my personal rental as a tenant. She helped me through a bad situation with the landlord. Her guidance trustworthiness and experience helped me get my deposit back. I highly suggest Terra and her team to help you on the tenant side. So grateful for them. Great Job!!!

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"10/10 Great Experience"

10/10 Great Experience. Would work with again !!

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*****

*****

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"Thorough and professional"

Thorough and professional

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"Terra is extremely knowledgable and dedicated."

Terra is extremely knowledgable and dedicated. She has helped me with various real estate needs and I would highly recommend her. She has been able to navigate some complex real estate transactions for me and I would not use anyone else. Looking forward to continuing to work with Terra at Twig, Trade & Tribunal.

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