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,

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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

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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
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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

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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.

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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

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