Estate Planning Law


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

For over 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.

 

Incorporating Art & Collectibles into Your Estate Plan

Incorporating Art & Collectibles into Your Estate Plan

by on July 23rd, 2019 in Estate Planning Law, Wills, Trusts and Probate
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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.

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How to Save Taxes with Qualified Charitable IRA Rollovers

How to Save Taxes with Qualified Charitable IRA Rollovers

by on April 22nd, 2019 in Estate Planning Law
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The Tax Cuts and Jobs Act of 2017 increased the standard deduction in 2019 to $12,200.00 for individuals and to $24,400.00 for those married filing jointly. This means that less

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Power of Attorney Pitfalls & Pointers FAQ's

Power of Attorney Pitfalls & Pointers FAQ’s

by on July 3rd, 2018 in Estate Planning Law
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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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Frequently Asked Questions – Revocable Living Trusts

Frequently Asked Questions – Revocable Living Trusts

by on March 10th, 2016 in Estate Planning Law
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The ultimate goal of funding a Revocable Living Trust is to ensure that the Settlor’s property is governed by the terms of the Trust Agreement.

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

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

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