Estate Planning2017-02-28T12:54:29+00:00

Estate Planning

 To set up a consultation – call us at (727) 822-2200

Estate Planning Areas

A Power of Attorney authorizes a person of your choosing to handle your assets and financial affairs on your behalf. A Power of Attorney will list specific grants of authority to handle your affairs.  This document is designed to allow the person you nominate to pay bills, manage investments, manage day-to-day finances,

Read More…

A Living Will Declaration only becomes effective in limited circumstances – when a person has a terminal condition, an end-stage condition, or is in a persistent vegetate state, and cannot make decisions for him or her self. A Healthcare Surrogate Designation, on the other hand, may be used long before these limited

Read More…

Advances in medical care and technology now make it possible for a person to stay alive by artificial means for much longer he or she would have in the past. In some cases, a person may be kept alive by the use of a ventilator, artificial hydration and nutrition and other similar procedures. A person may be kept alive
Read More…

Probate is the court-supervised process of administering a person’s estate after he or she dies.  The court oversees the appointment of a Personal Representative to administer the estate, collection and inventory of assets, identification of and payment to creditors, and the distribution of assets to the

Read More…

There are many advantages to having a Trust rather than simply having a Will. One major advantage is that a Trust may make it possible to avoid probate. The Trust is created and your assets are placed in the Trust through funding. With a typical grantor Trust, you can continue to use these assets during your lifetime.

Read More…

A Last Will and Testament (“Will”) is a written legal document that specifies your wishes for how you want your estate to be handled when you die.  Among other things, a Will commonly indicates how your property and assets will be distributed, who you want to administer your estate, who you want to be

Read More…

 

To set up a consultation - call us at (727) 822-2200