Tarpon Springs Estate Planning Attorneys
Protect Your Loved Ones & Secure Your AssetsAt Battaglia, Ross, Dicus & McQuaid, P.A., we believe that your assets should be protected against creditors, predators, divorce, and even the poor decisions of your heirs themselves. We believe that you, not the government, should determine how your assets are distributed when you pass away. Your estate should not be gutted by onerous death taxes, and your life savings should not be depleted in order to obtain long-term medical care. Our Tarpon Springs estate planning attorneys can help you protect your legacy and your loved ones.
How Can an Estate Planning Attorney in Tarpon Springs, FL Help?Contrary to popular belief, estate planning is not only for the phenomenally wealthy. Every family should have an estate plan of its own.
Foundational Estate Planning Documents Include:
- Last Will & Testament
- Durable Power of Attorney
- Advance Health Care Directives
- Living Will
- Revocable Living Trust (optional)
What Type of Estate Plan Is Best for My Family in Tarpon Springs, FL?The primary vehicles for estate planning in Tarpon Springs, Florida are a Will-based estate plan and a Revocable Living Trust-based estate plan. Our estate planning attorneys can help you decide which type of plan is better suited for your family and your personal estate planning goals. We will explain the different estate planning options available to you so that you can make the most informed decision regarding who should inherit your assets (your beneficiaries) and how your beneficiaries should inherit your assets, as well as whom you trust to be Personal Representative of your Will and/or Trustee of your Revocable Living Trust. Our estate planning attorneys also advise on the pros and cons of using beneficiary designations and Lady Bird Deeds (also known as Enhanced Life Estate Deeds) as part of your overall estate plan. Read more about Revocable Living Trusts. While most clients express their primary estate planning goal as “probate avoidance,” this is but one of many aspects of the estate planning process our estate planning attorneys will cover with you.
Other Important Factors to Consider During the Estate Planning Process Include:
- selection of fiduciaries
- selection of beneficiaries
- the particulars of your individual asset and liability profile
- business succession planning
- special beneficiary concerns.