Plan for Your Future Today and Call (239) 321-6690

Plan for Your Future

Contact Brian J. Downey, P.A.

Wills and Trusts San Carlos Park

When taking care of your estate planning it is important to know that every estate plan should have a will and a trust.  Wills and trusts are the foundation for all estate planning.  As mentioned under estate planning, effective estate planning is all about making a solid plan in advance to make sure that your wishes are carried out the way you and your family want them to be. Wills and Trusts are in place to help you do just that.  Brian J. Downey P.A. has been helping families and individuals with all of their estate planning needs and with their wills and trusts in San Carlos Park and all surrounding areas.  While no one likes to think of death, preparing a will and trust and having your documents in place can help to give you peace of mind knowing that when the inevitable happens, your family is taken care of the way you want and not the way a court decides.

wills and trusts Cape Coral
wills and trusts Cape Coral

The Difference Between a Will and a Trust

Many people have heard of a will and a trust, but do you really know what they are and what the difference is?  Below is a brief description of the two.

A Will, also referred to as a Last Will and Testament is the most important part of an estate plan.  With a Will you are able to choose who will inherit your assets, select who will have guardianship over your children and delegate a executor who will make sure that all of your wishes stated in your Will are carried out.

A Trust is a document which will allow you to set assets or money aside for family or charities and organizations.  These assets will not go through the long drawn out process of probate, and will be available to your loved ones faster and without much hassle.


What to Consider When Setting up Your Trust

  • What protection the trust affords
  • How you want to fund the trust
  • Who you’ll appoint as a trustee to manage the trust
  • Who the beneficiaries of the trust will be and the rules for use of the assets

Do you need a Probate Lawyer?


Do you know if you will be subject to federal estate tax payments upon your death?


Protect your assets & Implement your Estate Plan Today!

Don’t Wait – Act Now

The time to plan for your loved ones is now. As your assets and finances continue to grow, a will, living trust, power of attorney, an advance directive for health care and/or guardianship of children are all essential to planning your estate. Call (239) 321-6690 and let Brian Downey, PA provide expert guidance to get your estate plan started today.


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