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
Should I Put My Car in My Trust?
If you want to avoid probate, you’re probably looking at a trust. For your trust to be effective, you need to change the name on your assets’ to the name of the trust. But, in Florida, it’s not the preferred way for your personal vehicles.
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.
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.