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Serving the Treasure Coast - Martin, Indian River, Okeechobee, and St. Lucie Counties
Law Office of Jason D. Berger, P.A.-Logo
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Estate Planning

Estate Planning Services for You And Your Loved Ones 

In-House Consultations

Estate planning helps you to solidify your wishes and avoid future family conflicts. We can help
you obtain peace of mind that your loved ones will have your instructions which expressly
provide for your health/well-being and your finances/estate matters. At the Law Office of Jason
D. Berger, P.A., we will guide you through every step of the estate planning process.

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Planning for your family’s future

No one likes to think about the end of life. Establishing a proper estate plan helps avoid unnecessary fighting, time-consuming and costly probate court proceedings, and additional burdens placed upon your family members. A comprehensive estate plan functions as a road map for your family, which helps them through a stressful time. A proper estate plan will help avoid family conflict. A proper estate plan will help save time and money in avoiding probate court proceedings, which are not required by the State of Florida. There are many elements to creating an estate plan, and our attorneys at the Law Office of Jason D. Berger, P.A. can help you develop a plan that accurately expresses your final wishes. 

Elder law

Elder law refers to legal matters that generally affect us as we get older. These can include estate planning, elder care, estate settlement, disability planning, and Medicaid planning. Elder law deals with topics such as conservatorship and guardianship if you cannot make decisions for yourself. Elder law attorneys also fight for your loved one in cases involving elder abuse. 

Wills

Wills are essential when planning your estate. A last will and testament is a document that states how you would like your assets divided and distributed after passing away. You can specify who will receive your large and small possessions—from vacation homes to jewelry and family heirlooms. If you are married, you and your spouse should complete separate wills. If you require a probate proceeding and do not have a valid will, the Florida Intestate Succession statutes shall be followed (which may not necessarily track your ultimate final wishes.) Our team will help you navigate this process and help you develop your will.

Advanced directives & power of attorney

Advanced directives are your legal instructions about your health and financial wishes if you become incapacitated and cannot make decisions for yourself. Advance directives are beneficial if you develop dementia, have a stroke, or are in a coma. There are many different types of advanced directives, including Powers of Attorney, Powers of Attorney for Minor Children, Pre Need Guardian, Pre-Need Guardian for Minor Children, Health Care Surrogates (with Pre-need HIPAA Releases), Living Wills, and Agents for Cremation/Burial. 

Advanced directives are beneficial because they communicate your desires and wishes for medical care. They also help ease your family’s burden of making difficult decisions about your healthcare, such as remaining on life support.

Trusts

Trusts may be a highly beneficial part of your estate plan. Trusts offer an alternative way to
transfer estate property and assets to avoid probate and provide for rules and regulations that may continue after you have passed. A trust goes into effect immediately upon execution and must be regularly funded and maintained.

Estate planning on the Treasure Coast

The Law Office of Jason D Berger, P.A. can help you develop a comprehensive estate plan. We
help families throughout the Treasure Coast, from Hobe Sound, Jensen Beach, Port Salerno, Rio,Stuart, Fort Pierce, Port St. Lucie, Vero Beach, and Okeechobee. Our compassionate and caring attorneys will help guide you through the estate planning process and estate administration. Call us at 772-403-5880 for a free consultation, or request an online appointment.
Call us to schedule consultation.
(772) 403-5880
"Very good, thorough, ethical, and honest! I would highly recommend!"

 - Ann Cusa
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