Estate Planning
Planning For Peace of Mind not Probate
TealAcre prepares estate plan by following a structured process called the Composite Legacy Process, which makes sure nothing you own ends up in probate or the Florida’s Division of Unclaimed Property depending on your chosen level of planning.
There are three levels of planning, which are bundles of services, with options for everyone from individuals who are just starting out to well-off professionals & their families concerned with asset protection, tax minimization, and the preservation of wealth.
Fees typically start range from $2,000 for individuals who are indifferent to sending their heirs to probate to $8,000 for a comprehensive plan that provides asset protection for your spouse & chosen beneficiaries.
When we meet for your Composite Legacy Strategy Session, we will review the three levels of planning with you, and you will choose your own fee based on your budget and what is most important to you.
There is no effective one-size-fits-all solution.
At TealAcre’s our goal is to give you the knowledge and guidance needed so you can make educated & empowered decisions regarding your legacy.
TealAcre’s estate planning services include:
Revocable Living Trust
Wills
Durable Powers of Attorney
Healthcare Advance Directives
Ladybird Deeds
Living Wills
Designations of Healthcare Surrogate
HIPAA Authorizations
Land Trusts
Asset Protection
BlogAcre Estates
Digestible Articles on All Things Estate Planning
Land Trusts vs. Living Trusts: What's the Difference?
You’ve probably heard the term “Land Trust” before. If you’re wondering if there’s any meaningful difference between a trust and a Land Trust or is it all just fluffy language. Good news! There is! Read this article to learn about the important differences between trusts and Land Trusts.
Asset Protection Trusts in Florida
Asset protection is all the rage right now. But exactly is asset protection & how can a trust help with your estate planning goals? Read this article to find out Florida's answers.
Do I Need a Will or Living Trust in Florida: Avoiding Conflicts Between Beneficiaries (Part 3 of 3)
Will or Living Trust: Communication is Key! Find out the rest of the logistics here in this article!
Do I Need a Will or Living Trust in Florida: Taxes (Part 2 of 3)
Taxes! They are likely going to be your biggest expense during your lifetime. That’s why you have every right to legally reduce your tax burden. Find out how a Will or Living Trust can help.
Do I Need a Will or Living Trust in Florida: Probate Avoidance (Part 1 of 3)
Estate Planning Myth: Wills and living trusts avoid probate. Want the facts? Read this article.
How to Keep Your Family IN COURT and IN CONFLICT
Find out how you can cost your loves ones unnecessary time, money, and stress by making sure they have to go through probate to settle your affairs.
Power of Attorney Defined
By using a Power of Attorney to appoint an Agent, you can successfully delegate aspects of your life, both personal and professional, to trusted individuals and free up your time to do what you do best!
How You Can Protect Your Real Estate in Florida
An overview of how to protect real property under Florida law. Methods covered include the homestead exemption, limited liability companies, and trusts.
Federal Tax Rates for Trusts & Estates and Exclusion Amounts in 2025
This article reviews the tax rates the IRS will apply to income earned by trusts & estates in 2025, as well as the updated basic exclusion amount for federal estate taxes and annual exclusion amount for federal gift tax.
How Much Life Insurance Do You Need?
The basics of life insurance, including the types of policies, how much coverage to get, and who to name as a beneficiary of your policy.
3 Reasons You Need an Estate Plan If You're a Business Owner
Business Owners have unique estate planning needs. Many of these needs are often related to the business they own. This article highlights three of those reasons.
How Trusts Are Taxed: The Basics
An introductory article about revocable trusts, irrevocable trusts, grantor trusts and non-grantor trusts are taxed. Including how the IRS determines the type of trust.
Essential Estate Planning Terms
A collection of estate planning terms defined and designed to help those who do not have a legal background or an understanding of legal jargon learn their meaning.
Please Keep Your Beneficiary Designations Current At All Times
An article about beneficiary designations, what they are, how they work, and three common mistakes made when filling them out & how to avoid them.