Topics relating to Estate Planning

Myth #4: Trusts Avoid Taxes

“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.

Robert Kapusta 10:10 am November 3, 2021

Myth #3: Assets in Trust are Protected from Creditors

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

Robert Kapusta 10:14 pm November 3, 2021

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

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.

Robert Kapusta 8:01 pm November 3, 2021

The 4 Most Common Estate Planning Myths | Myth #1: Wills Avoid Probate (Part 2)

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

Robert Kapusta 9:05 am November 3, 2021

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

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

Hunter Rawls 6:58 pm November 3, 2021

Why Spouses Should Never Title Automobiles Jointly

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

Lama Alqasemi 12:24 pm November 3, 2021

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?

Lama Alqasemi 10:32 am September 7, 2022

How to Prepare for the Coronavirus: An Estate Planning Attorney’s Perspective

Without a doubt, these are uncertain times. How can you prepare for the possibility that COVID-19, the disease caused by

Lama Alqasemi 8:01 pm November 3, 2021

Your Guide to Irrevocable Life Insurance Trusts (ILITs)

If your estate’s value is worth more than the federal estate tax exemption, you may be a good candidate for an Irrevocable Life Insurance Trust, known as an “ILIT” for short.

Hunter Rawls 3:47 pm November 3, 2021

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.

Hunter Rawls 2:07 pm September 7, 2022

Safeguarding Your Assets from Creditors & Lawsuits

An integral part of estate planning should always include an assessment of the client’s liability exposure, regardless of their profession.

Lama Alqasemi 12:43 pm September 7, 2022

Incorporating Art & Collectibles into Your Estate Plan

Whether investing in art for love, money, or both, collectors of all types of art and collectibles should incorporate their collections into their overall estate plans.

Robert Kapusta 10:56 am November 3, 2021

Estate Planning

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