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Battaglia, Ross, Dicus & McQuaid, P.A. keeps you up to date with the latest Estate Planning in St. Petersburg, FL.

Trust vs. Will – Which is right for you

Trust vs. Will – Which Is Right for You?

One of the most fundamental questions I help clients answer is what should serve as the foundation of their estate plan: a Will or a Trust?
Top 5 Key Ingredients in Will Preparation

Top 5 Key Ingredients in Will Preparation

A Last Will & Testament is a fundamental part of any comprehensive estate plan; likewise, will preparation is one of the most basic skills of a seasoned estate planning attorney.
Power of Attorney Pitfalls & Pointers FAQ's

Power of Attorney Pitfalls & Pointers FAQ’s

Recently I’ve come across several “durable powers of attorney” prepared by lawyers who do not regularly practice in estate planning or elder law. In some instances, the power of attorney does not allow the agent to perform certain acts that the principal intended; in others, improper execution renders the document entirely invalid. Presumably, this is because the preparer of the power of attorney is not familiar with the major overhaul Chapter 709 of the Florida Statutes underwent in 2011.

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