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Wills, Trusts and Probate

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Battaglia, Ross, Dicus & McQuaid, P.A. keeps you up to date with the latest Wills, Trusts and Probate in St. Petersburg, FL.

What are Trusts and How to Plan Them?

What are Trusts and How to Plan Them?

Estate planning is a process that covers a large range of organizing, arrangements and cataloging for handling your affairs when you pass away.
Understanding The Difference Between A Will Vs. Trust

Understanding The Difference Between A Will Vs. Trust

Knowing the difference between a will vs. trust is an important part of estate planning. Protect your family by visiting with our experienced estate planning attorneys at Battaglia, Ross, Dicus & McQuaid, P.A.
Dynasty Trusts

Dynasty Trusts

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

Trust Formation & Funding

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.
Revocable Trusts

Revocable Trusts

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.
How to Choose a Trustee

How to Choose a Trustee

Choosing a Trustee to oversee a beneficiary’s inheritance following your death is an important estate planning decision to be made.
Myth #4: Trusts Avoid Taxes

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.

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