Our Estate Planning Article Library
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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Testamentary Capacity in Florida How competent do you need to be to create a last will and testament? Our estate and probate attorneys discuss testamentary capacity in creating a will and what is needed. -
Estate Planning Considerations for Florida Snowbirds Florida snowbirds and their families can face a number of problems without proper estate planning, including high taxes and probate costs. -
Third Party Special Needs Trusts in Florida Our Pinellas County estate planning attorneys explain how third party special needs trusts can help your disabled beneficiary keep Medicaid and other benefits. -
D(4)(a) First Party Supplemental Needs Trusts Florida 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. -
Incapacity Planning in Florida Incapacity planning includes three main documents - power of attorney, health care surrogate, and living wills and our Pinellas County law firm can create them. -
Living Trust Planning in Florida Should you have a revocable living trust to avoid probate in Florida? Learn about different estate planning trusts from our Pinellas County, Florida attorneys. -
Creating A Will In Your Florida Estate Plan What does a last will and testament do? Learn more about wills, trusts and other estate planning documents from our Pinellas County, estate planning attorneys. -
What to Include When Writing a Will in Florida Creating 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. -
Avoiding Probate with Enhanced Life Estate Deeds An 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 -
Why Have a Financial and Medical Power of Attorney 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. -
When Are Beneficiaries in Florida Liable for Inheritance Tax 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. -
Questions to Ask Before Choosing An Estate Planning Attorney Choosing 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. -
Estate Planning Do's and Dont's We 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. -
Florida Estate Planning Checklist DeLoach, 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. -
Revocable Living Trusts in Florida Learn more about avoiding probate with a Florida revocable living trust planning. Our estate planning attorneys in Largo, Seminole and St. Petersburg can help.