There are a wide variety of ways to craft an effective estate plan. Every situation is unique and should be addressed in a way that meets each person’s specific needs and goals. With these library articles, our experienced lawyers share questions, thoughts, and information to help you get started thinking about planning your future. Learn more about wills, trusts, tax issues, medical planning, and more.
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How Living Trusts and Powers of Attorney InteractRevocable living trusts in Florida are great for probate avoidance but they can cause some problems when it comes to the durable power of attorney.
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Testamentary Capacity in FloridaWhat do you need to create a last will and testament? Our estate and probate attorneys discuss the level of testamentary capacity in creating a will
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Florida Snowbirds Face Specific Estate Planning ChallengesFlorida snowbirds and their families can face a number of problems without proper estate planning, including high taxes and probate costs.
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Third Party Special Needs Trusts in FloridaOur Pinellas County estate planning attorneys explain how third party special needs trusts can help your disabled beneficiary keep Medicaid and other benefits.
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Learn More About D(4)(a) Supplemental Needs TrustsFlorida estate planning attorney discusses D(4)(a) special supplemental needs trusts for when a disabled person under age 65 on SSI or Medicaid receives money.
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Your Last Will and Testament - Why, What, HowCreating a will may not be at the top of your bucket list, but it's important to properly assign your assets. Learn how to make a valid and legal document.
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Using Enhanced Life Estate Deeds to Avoid ProbateAn enhanced life estate deed, aka a lady bird deed, an excellent way to avoid probate. Learn more about estate planning from our St. Petersburg estate attorneys
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What type of power of attorney should you have in Florida?What type of power of attorney should you have in Florida? We have medical, durable and specific powers of attorney. Learn more about incapacity planning here.
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Do Florida Beneficiaries Have to Pay Taxes on Inheritances?In Florida, most beneficiaries are free of inheritance tax, but there are exceptions. Find out when inherited assets are taxable and what options you have.
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Questions to ask Before Choosing Your Estate Planning AttorneyChoosing a Pinellas estate planning attorney is not easy. Let our Seminole and Pinellas Park law firm help with your will, trust or other planning needs today.
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Estate Planning Do's and Dont'sWe have witnessed many common estate planning problems in our years of practice which is why we have provided this list of what you should and should not do.
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Estate Planning ChecklistDeLoach, Hofstra & Cavonis, P.A. explains what a good estate plan is and prepared this estate planning checklist to help you evaluate your current estate plan.
