Serving Floridians For Generations

Experienced Miami Estate Planning Attorney

Getting your affairs in order may seem like a daunting and complicated exercise. However, it doesn’t have to be that way. At Nelson C. Keshen, P.A., I offer professional estate planning services in Miami, Florida. My legal practice focuses on estate planning and related concerns, from establishing a power of attorney to setting up revocable and irrevocable trusts. I can help you create a tailored plan that protects your assets and your family’s future.

Personalized Estate Planning Services

I have decades of experience practicing as an estate planning attorney. I have the experience and knowledge to assist you with preserving your assets for your loved ones after you die, providing advice to help you through every step of the process.

I can assist you with a range of estate planning concerns, including:

Effective estate planning does more than just distribute your assets. It can significantly reduce the emotional and financial strain on your family, prevent unnecessary legal battles, and ensure your wishes are fulfilled. Trusts, in particular, can be tailored to offer specific benefits such as tax reductions and asset protection, both during your lifetime and for your heirs.

Establishing A Power Of Attorney

In order to avoid problems in case you are incapacitated, you should consider using a power of attorney so you can give another person the authority to act on your behalf. This can be a highly sensitive personal and legal matter. At Nelson C. Keshen, P.A., I will handle your requests with care and complete confidentiality.

Helping You Understand The Intricacies Of The Law

Estate planning is a complex area of the law. Many people think that simply executing a will is all they need to do to have everything in order upon their passing. There is more to be considered, for example, just having a will does not mean there will not be any probate issues nor creditor issues. You can rely on me to advise you on the important details of the estate planning process and represent you to the fullest.

Frequently Asked Questions About Estate Planning

Estate planning is a complicated process. Here are the answers to some of the questions my clients often ask:

What documents are essential in an estate plan in Florida?

When making an estate plan, the most basic legal document is a last will and testament. A will allows you to control how your estate is managed after you pass away, including distributing assets to family and loved ones. It can also allow you to name a preferred guardian for your minor children.

Additional building blocks of an estate plan that you may also want to explore include a revocable living trust, a durable power of attorney for financial and legal issues, a health care power of attorney and a living will.

If you are not sure where to start with your estate plan and want to learn more, I can help you take the first steps.

How can I ensure my digital assets are included in my estate plan?

If you have digital assets that you want to pass on to a beneficiary, you have several estate plan options. For starters, you can include an inventory of your digital assets, including passwords, banking information, digital investments and subscriptions services, in your estate plan.

You can also appoint a digital executor who will then be responsible for managing your digital assets according to your last wishes. I can help you explore your digital asset estate planning options and show you how to update an older with these kinds of changes.

What are the tax implications of estate planning in Florida?

Florida does not impose an estate tax or inheritance tax. However, if the value of your estate exceeds a certain limit, federal estate taxes can reduce the amount of assets you can pass down to your loved ones.

Effective estate planning involves minimizing the tax burden on your estate and your loved ones after your death. If you have a large estate, I can help you explore various legal strategies that will accomplish that goal.

How often should I review my estate plan?

It is typically recommended that an estate plan be revised every three to five years. However, you should consider reviewing your estate plan after all major life events, including:

  • Marriage or divorce
  • Childbirth or adoption of a child
  • Serious medical diagnosis
  • Loss of a beneficiary 
  • Changes in tax laws
  • Relocation to a new state

An estate plan is an evolving legal document that changes regularly. Speak to me to discuss the changes you wish to make to your estate plan.

Take The Next Step In Your Estate Planning Journey

Don’t let the complexities of estate laws deter you from taking control of your future. Whether you are just starting to think about a will or looking to set up sophisticated trusts, I am here to guide you through every step of the estate planning process. Contact Nelson C. Keshen, P.A., today to schedule a consultation with an experienced Miami estate planning attorney by calling 305-517-3577 or by filling out an online contact form. Together, we can ensure that your legacy is protected and your family is cared for according to your wishes.