A new year is a perfect time to tackle tasks that have been sitting on your to do list, and estate planning is often one of them. Many of our clients come to us after months or even years of intending to get their documents in order but never finding the time. Once we sit [...]
Many people assume that having a will is all it takes to ensure their assets go to the right people. Unfortunately, that’s a common misconception. A will only takes effect through the probate process—a court-supervised procedure that distributes assets without designated beneficiaries or survivorship rights. If you don’t have a will, Florida law determines how [...]
Directed Trusts are becoming a more widespread option for many individuals creating an estate plan. Unlike traditional trusts, which place all responsibilities on a single trustee, a Directed Trust divides duties for greater flexibility and oversight. In a Directed Trust, the trustee focuses on administrative tasks such as record-keeping, tax filings, and distributions. Meanwhile, a [...]
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If you need an attorney at law in Florida for a matter involving business, real estate, bankruptcy, estate planning, probate or personal injury, our firm offers experienced, high-quality legal services. As an established Tampa, Florida firm, we are proud of our reputation for skilled, cost-effective counsel. Our attorneys are accessible, trustworthy, and highly effective in creating strategies to pursue your legal goals, within your budget.
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