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A legal document that records how a person wants to distribute their assets upon their death.

One of the main benefits of a revocable living trust is that it can help you avoid probate, the legal process of distributing your assets after you die, which can be time-consuming and expensive. Instead, the assets in the trust can be distributed to your beneficiaries without the need for probate.

A power of attorney is a legal document that allows someone else to act on your behalf. It is commonly used to address both healthcare and financial matters.

A living will is a written, legal document that spells out medical treatments you would and would not want to be used to keep you alive, as well as your preferences for other medical decisions, such as pain management or organ donation.

In Florida, real estate can be transferred via a "Lady Bird Deed" or an "Enhanced Life Estate Deed". This deed allows a property owner to retain control over the property during their lifetime, and upon their death, the property is automatically transferred to the designated beneficiary, avoiding probate.

Corporate Documents means the documents formally adopted by a corporation establishing its processes for governance and operation, including its articles of incorporation or association, bylaws and similar documents.

A financial plan documents an individual's short and long-term financial goals and includes a strategy to achieve them. The plan should be comprehensive and highly customized. It should reflect an individual's personal and family financial needs, investment risk tolerance, and plan for saving and investing.