Estate Planning Services – Protect What Matters Most

At Fred E. Glickman P.A., we tailor every estate plan to fit your personal needs, goals, and values. A well-crafted estate plan helps protect your family, preserve your assets, and ensure your wishes are honored—during your lifetime and after.

Depending on your unique situation, your estate plan may include:

• Revocable Living Trust (also known as a Declaration of Trust or Inter Vivos Trust)

• Last Will and Testament

• Durable Power of Attorney

• Living Will and Health Care Surrogate Designation

• Declaration of Pre-Need Guardian

• Additional planning documents, such as Buy-Sell Agreements, and Pre- or Postnuptial Agreements

Customized Wills and Trusts

A Last Will and Testament is the foundation of many estate plans. Whether you need a simple Will or a more complex arrangement, we’ll explain your options and help create a plan that reflects your specific wishes for how your assets should be distributed.

In some cases, it may be appropriate to create Trusts for beneficiaries—such as children or grandchildren—who may not be ready to manage their inheritance. You may also want to include provisions for the lifetime care of a pet or specific funeral or burial instructions.

A Revocable Living Trust can serve many purposes:

• Avoiding probate

• Managing your assets during disability

• Ensuring smooth transfer of assets upon your passing

As long as you’re alive and capable, you retain full control of all assets placed in the trust. For a trust to be fully effective, assets must be properly transferred to it. We’ll guide you through this process and advise on asset titling and beneficiary designations.

Tangible Property & Guardianship Planning

Tangible personal property—such as jewelry, artwork, vehicles, and household furnishings—is typically addressed in your Will. Other financial assets can be directed through your Trust. In addition, your Will may name a Guardian for minor children, ensuring their care is handled according to your wishes.

Planning for Incapacity and Medical Decisions

A comprehensive estate plan also prepares for the possibility of incapacity.

• A Living Will outlines your preferences regarding life-prolonging medical care if you face a terminal condition with no reasonable chance of recovery.

• A Health Care Surrogate Designation appoints someone to make medical decisions if you cannot.

• A Durable Power of Attorney allows a trusted individual to manage financial and legal matters on your behalf.

• A Declaration of Pre-Need Guardian specifies who should be appointed as your legal guardian if a guardianship proceeding becomes necessary.

Why Proper Estate Planning Matters

An effective estate plan provides clarity, avoids family disputes, and reduces unnecessary costs and delays. Our firm drafts every document with the goal of making it extremely difficult for anyone to successfully challenge your plan.

With decades of experience in estate planning, wills, and trusts, we ensure every detail is thoughtfully addressed—giving you and your loved ones peace of mind.