Who should be included in an estate plan?

When it comes to estate planning in Florida, there are a few key people who should be included in the plan. First, the primary person who should be included in the plan is the “testator,” or the person creating the plan. This person will decide who receives their property or assets after they pass away. Second, the testator’s spouse should also be included in the estate plan. In Florida, the surviving spouse is entitled to receive certain rights in the estate, including the right to receive a share of the estate, regardless of what it says in the will. Third, the children of the testator should also be included in the plan. This is especially important if the testator has minor children, as they will need someone who can take care of them and manage their assets if the testator passes away. Fourth, a trusted executor should be chosen to manage the estate when the testator passes away. This executor should be someone the testator trusts to carry out the testator’s wishes and distribute their assets and property according to their wishes. Finally, an estate planning attorney should be consulted to make sure the plan is legally valid and carried out according to the testator’s wishes. The attorney can also help with any legal issues that may arise. Overall, when creating an estate plan in Florida, it is important to include the testator, their spouse, their children, a trusted executor, and an experienced estate planning attorney. Doing so will help ensure the testator’s assets and property are distributed as planned when the testator passes away.

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Who should be included in an estate plan?

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