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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Should Someone Outside the Family Serve as Your Power of Attorney? Are there benefits to granting power of attorney to a neutral third party? Find out if it might be a good idea to appoint a Florida elder lawyer as your agent. -
What to Consider When Choosing a Successor Trustee Your choice of successor trustee takes careful consideration. A Florida estate planning attorney explains how to make this important decision. -
How to Give Gifts Effectively in Your Florida Estate Plan A Florida estate planning attorney explains how to give cash gifts and assets away to reduce your taxable estate and maintain Medicaid eligibility. -
How Living Trusts and Powers of Attorney Interact Revocable living trusts in Florida are great for probate avoidance but they can cause some problems when it comes to the durable power of attorney. -
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. -
Florida Snowbirds Face Specific Estate Planning Challenges 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. -
Learn More About D(4)(a) 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 to Protect You and your Family 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: The Best Way to Avoid Probate Should you have a revocable living trust to avoid probate in Florida? Learn about different estate planning trusts from our Pinellas County, Florida attorneys. -
Your Florida Last Will & Testament - The Base For Any 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. -
Your Last Will and Testament - Why, What, How 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. -
Using Enhanced Life Estate Deeds to Avoid Probate 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 -
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. -
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.