Estate Planning

Asset Alignment In Jacksonville, Florida

Legacy Planning Law Group knows that the best way to help our clients is understand their planning needs and helping them build that plan. If you’re interested in learning more about how we incorporate asset alignment in our Florida estate planning services and our unique Family Estate and Legacy Program, please book your free 15-minute phone call with us today!


A Jacksonville estate planning attorney can align Florida assets in two ways. One way is to transfer assets into the trust, thereby changing ownership into the name of the trust. Another way assets can be aligned is to keep them outside of the trust but direct the assets to be paid to the trust at death through a beneficiary designation. In this situation, the trust is designated as the beneficiary.

Some assets should be retitled into the trust, while other assets are best suited for keeping out of the trust but designating payment to the trust at death. Some assets cannot be retitled into a trust. And while some assets can be retitled into a trust, it may not be a good idea because certain asset protection benefits would be lost. An experienced Florida estate planning attorney can provide advice and counsel on your specific asset alignment legal needs.


Aligning assets with a trust is perhaps one of the most important aspects of any estate plan in Florida. If you create a trust to avoid probate, manage your assets, or save money on estate taxes, ensuring that your assets are correctly aligned with your trust is the key to the trust’s success. When you modify and update your Florida estate plan in the future, asset alignment in your Florida plan remains just as vital as it was the day that you first established the trust.

Our estate planning law group is here to help you and your loved ones understand estate planning, elder law, post-death administration, and business planning in Duval County, Florida. If you’re interested in learning more about our legal services from our experienced Jacksonville, Florida estate planning attorneys, please don’t hesitate to contact us by Booking a Call today.

Some Additional Resources

The following resources are provided by Investopedia


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