Phone: 561-338-0906 or E-mail:

Wills, Trusts, & Probate

We bet everyone has heard stories about costly and lengthy probate disasters, expensive trusts that were useless, and otherwise congenial families that became outrageously dysfunctional.

There’s no reason to give up control to a stranger or an estranged family member during life and even after disability or death.

Just a plain language explanation of the difference between a will and a trust, the various self directives and the applicable law, could avoid traumatic family splits. We all know “old” people who don’t have their affairs in order, but the sudden death or incapacity of a “not so old” person is even more tragic.

It is not uncommon to be uncomfortable thinking about and discussing Wills and Trusts, Living Wills, Health Care Surrogates, and Durable Powers of Attorney, but unless addressed, an opportunity to have intentions known and followed, is lost. No one wants someone else to spend their money and tell them what to do during disability and after death.

Often people ask about how much assets are necessary before they draw up a Trust. It is not how much someone has, it’s what they want done with their money that is the issue. How much do you know about the differences or similarities between Wills and Trusts? "Do I need a Trust or just a Will? In examining this question, consider both.

Selfie of Kara and Susan in Chicago

Selfie of Kara and Susan in Chicago


Commonly Asked Questions About Wills and Trusts

  1. Is my out of state will valid? 
  2. If I have a Will, do I still have to do probate? 
  3. What is probate? 
  4. Do I need a Trust? 
  5. What taxes have to be paid after my death and who pays? 

Trust or Will or Neither?

                              Will             Revocable 

                                                Living Trust


Guardianship        ____              ____   

Least Legal Fees   ____              ____

Tax Savings           ____              ____   

Privacy                   ____              ____   

Assets Transfers  ____              ____   

Trial Run               ____              ____   

Avoids Creditors  ____              ____   

Continuity            ____               ____  

Contact Us

Free 30 Minute Consultation

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Susan J. Brotman, P.A.

Main Office: 4400 N. Federal Highway, Suite 204, Boca Raton, FL 33431

(561) 338-0906 (Main) or (561) 374-9098 (Boynton Beach)

Satellite Office: 1375 Gateway Blvd., Boynton Beach, FL 33426

 E-mail: or 


Our normal business hours are Monday - Friday, 9a - 5p.  

However, we are often available outside these hours, or we can come to you.  Please call for availability.