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
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.
What's a Ladybird Deed? & Why You Might Want One
Ladybird Deeds are what Enhanced Life Estate Deeds are commonly called in Florida. Learn what they are, how they work, and the pros and cons of using one.
TealAcre's Hurricane Preparedness Checklist
An article about what supplies you need to prepare for a hurricane. It also explains why longtime Florida residents have a nonchalant attitude towards hurricanes.
Estate Planning for Athletes
An article about Athletes and Estate Planning, exploring how their needs are different than the average person because of their career.
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.
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.