- (813) 486-7321
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Estate Planning
With estate planning, you are making important decisions about how to protect your family now and in the future. The administration of an estate runs smoother when a properly executed plan is in place.
If you die (or become incapacitated) without a proper plan in place, your wishes are left to chance and the things that are most important to you could be ignored completely. The best way to prevent this is to make sure your legal documents are up to date and accurate. We can assist you in the following areas:
Last Will and Testament
This is operative at death and directs the disposition of assets titled in your name.
Revocable Trust
This is often the residuary beneficiary of the will and directs the disposition of your assets at death. Unlike the will, this document will not be filed with the court upon death. By funding the revocable trust during life, the need for probate can be minimized and your assets managed in the event of incapacity.
Designation of Health Care Surrogate
This designates a surrogate to make health care decisions for you in the event that you are unable to do so.
Living Will
This sets forth your desires regarding life-prolonging procedures in the event that you are suffering from a terminal illness or are in a vegetative state or have an end stage condition caused by injury, disease, or illness.
Durable Power of Attorney
This appoints an agent to exercise financial powers for you. You may also authorize your agent to make decisions that can affect who benefits from the your assets – for example, the power to make gifts or to change beneficiary designations.
Planning with us can ease the burden on your survivors. If you have a will, your assets generally will be transmitted in accordance with the terms of the that will, and the person that you designate to carry out the terms of the will (personal representative) generally will be appointed by the court. If you do not have a will, your property will be distributed pursuant to rules set forth under Florida law, and your personal representative will be chosen in accordance with the preferences set forth under Florida law.
Thus, planning with our guidance can help ensure a smoother estate administration, the distribution of your assets in accordance with your wishes, and the appointment of the person that you prefer to serve as personal representative, rather than by rules set forth under Florida law.
Contact Us
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346 Bailey Court
Palm Harbor, FL 34684 - (813) 486-7321
- [email protected]
Hours of Opertation
- By Appointment
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