Frequently Asked Questions
Answers to common questions about estate planning and our services
Yes. Beneficiary designations are only one part of a comprehensive estate plan. A properly prepared estate plan can address incapacity planning, guardianship for minor children, healthcare decisions, and assets that may not transfer automatically.
It is recommended to review your estate plan after major life events such as marriage, divorce, birth of a child, relocation, significant financial changes, or the death of a loved one.
If a person dies without a valid will, Florida intestacy laws determine how assets are distributed, which may not reflect the person's wishes.
Estate planning ensures that your assets are distributed according to your wishes, reduces potential tax burdens, and protects your loved ones from unnecessary legal complications. It also allows you to establish guardianship for minor children, designate beneficiaries, and create living wills or trusts to safeguard your legacy.
We begin with an initial consultation to understand your goals, answer your questions, and outline a personalized plan. From there, we draft documents, review them with you, and finalize everything to your satisfaction. Our process is transparent, attentive, and tailored to your needs.
Contact us today to schedule a consultation with our estate planning attorney. Together, we’ll design a plan that provides peace of mind for you and your loved ones.
Contact Us Today At Lloyd Law Firm, P.L.L.C.
“Trust. Legacy. Peace of Mind.”
Phone: 904-419-3073
Email: info@tlloyd-law.com
Location: Proudly serving Jacksonville and surrounding areas.