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.
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.
What Happens to My Social Media Accounts When I Die?
Have you ever wondered what happens to your social media accounts after you pass away?
This article lists out your options for five major social media platforms: Facebook, Instagram, X (formerly Twitter), LinkedIn, and TikTok.
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.
Healthcare Advance Directives: Free Will & Personal Autonomy
Find out how an Healthcare Advanced Directive can make sure that your wishes are honored and your choices are followed if you become incapacitated.
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!
Why the Holidays are a Great Time to Talk About Estate Planning
You'll see your family more between Thanksgiving and New Years than the rest of the year. Take advantage of this time to discuss estate planning with your loved ones.
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.
5 Life Events That Mean It’s Time to Review Your Estate Plan
Life is full of twists & turns. And, while not all life events mean you should review your estate plan, these five do.
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.
Three Estate Planning Mistakes YOU Want to Avoid
An article explaining three common estate planning mistakes, why they are mistakes, and why you would want to avoid making them in your own estate plan.
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.
What is Estate Planning?
An article explaining what estate planning is, its goals, and the legal instruments are used, like revocable living trusts, wills, powers of attorneys, advanced healthcare directives, among others.