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Attorney Sean Smith walks attendees through five estate-planning documents and probate avoidance tools
Summary
At the Orange County Community Conference, attorney Sean Smith led a practical session on five key estate-planning documents—durable power of attorney, health-care surrogate, living will, last will and testament, and revocable living trust—and explained tools such as beneficiary designations and the Lady Bird deed to avoid probate.
Attorney Sean Smith told workshop participants that basic estate planning starts with five documents: a durable power of attorney for financial matters, a health-care surrogate for medical decisions, a living will to record end-of-life preferences, a last will and testament for posthumous asset distribution, and a revocable living trust to avoid probate.
Smith emphasized that Florida law does not…
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