Estate Planning


Battaglia, Ross, Dicus & McQuaid, P.A. talks about issues relating to "Estate Planning" in St. Petersburg, FL.

For 60 years, Battaglia, Ross, Dicus & McQuaid, P.A. has been providing exceptional legal assistance to the Tampa Bay area. Battaglia Ross Dicus & McQuaid, P.A is nationally ranked by US News and World Reports as a Tier 1 Law Firm.

 

Dynasty Trusts

Dynasty Trusts

by on June 12th, 2020 in Estate Planning Law, Wills, Trusts and Probate
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In Pinellas County Florida, a properly structured Dynasty Trust can last for up to 360 years, that’s more than fifteen generations.

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Trust Formation & Funding

Trust Formation & Funding

by on June 5th, 2020 in Estate Planning Law, Wills, Trusts and Probate
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Trust Planning involves two key steps, forming the trust and funding the trust. Funding the trust is just as important as the formation of the trust.

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Revocable Trusts

Revocable Trusts

by on May 20th, 2020 in Estate Planning Law, Wills, Trusts and Probate
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The primary advantage of having a Revocable Trust vs. a Will is that assets titled in the name of the Revocable Trust avoid probate upon your death.

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How to Choose a Trustee

How to Choose a Trustee

by on May 11th, 2020 in Estate Planning Law, Wills, Trusts and Probate
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Choosing a Trustee to oversee a beneficiary’s inheritance following your death is an important estate planning decision to be made.

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Myth #4: Trusts Avoid Taxes

Myth #4: Trusts Avoid Taxes

by on May 1st, 2020 in Estate Planning Law, Wills, Trusts and Probate
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“Trusts avoid taxes,” it is important to realize that both “trusts” and “taxes” are loaded terms that can have different meanings, depending on the context.

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Myth #3: Assets in Trust are Protected from Creditors

Myth #3: Assets in Trust are Protected from Creditors

by on April 30th, 2020 in Estate Planning Law, Wills, Trusts and Probate
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Assets you place in trust for your own benefit during your lifetime are not protected from your creditors.

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If You Die Without a Will, Your Property Goes to the Government

MYTH #2: If You Die Without a Will, Your Property Goes to the Government

by on April 28th, 2020 in Estate Planning Law, Wills, Trusts and Probate
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A common misconception about probate in Florida is that if you die without a Will, your property will go to the government or to the State of Florida.

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The 4 Most Common Estate Planning Myths Myth #1: Wills Avoid Probate

THE 4 MOST COMMON ESTATE PLANNING MYTHS | MYTH #1: WILLS AVOID PROBATE (PART 2)

by on April 28th, 2020 in Estate Planning Law, Wills, Trusts and Probate
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One of the biggest misconceptions about estate planning is the belief that having a Last Will & Testament avoids probate.

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The 4 Most Common Estate Planning Myths Myth #1: Wills Avoid Probate

The 4 Most Common Estate Planning Myths | Myth #1: Wills Avoid Probate (Part 1)

by on April 27th, 2020 in Estate Planning Law, Wills, Trusts and Probate
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One of the biggest misconceptions about estate planning is the belief that having a Last Will & Testament avoids probate.

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Why Spouses Should Never Title Automobiles Jointly

Why Spouses Should Never Title Automobiles Jointly

by on April 26th, 2020 in Estate Planning Law
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When Laura and Louis moved to Florida, they needed to update their Revocable Trust, Durable Power of Attorney, and related estate planning documents.

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Battaglia, Ross, Dicus & McQuaid, P.A.

Battaglia, Ross, Dicus & McQuaid, P.A.

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