Estate Planning

In Pinellas County Florida, a properly structured Dynasty Trust can last for up to 360 years, that’s more than fifteen generations.

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.

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.

Choosing a Trustee to oversee a beneficiary’s inheritance following your death is an important estate planning decision to be made.

“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.

Assets you place in trust for your own benefit during your lifetime are not protected from your creditors.

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.

One of the biggest misconceptions about estate planning is the belief that having a Last Will & Testament avoids probate.

One of the biggest misconceptions about estate planning is the belief that having a Last Will & Testament avoids probate.

When Laura and Louis moved to Florida, they needed to update their Revocable Trust, Durable Power of Attorney, and related estate planning documents.