Tampa Estate Planning Attorney

Estate Planning: Wills & Trusts

What is estate planning?
Why do I need a will?
Do I need a trust?

These and many other questions are asked as people begin to think about estate planning. Estate planning is the arranging for the disposition and management of one’s estate at death using wills, trusts, insurance policies, and other devices. So, what is your estate? A person’s estate is composed of assets and liabilities belonging to them upon their death. If you have no will at the time of death, you are considered to have died intestate, meaning without a will. For those that are intestate, the state of Florida has a plan to distribute your estate. If you would rather have your estate distributed as you wish, then you must have a will or trust in place before dying.

At Busciglio Sheridan & Schoeb, we work with clients to develop an estate plan that provides for their family’s needs. We work with clients to confirm their estate plan provides not only for their family, but any other person or organization they choose to benefit from their estate. We work with our client’s accountants and financial planners to coordinate coverage and safeguard preservation of their estate after death. Our attorneys understand the uniqueness and complexities of each individual client’s estate and put together a plan to protect and pass along their estate in compliance with their wishes.

We know this is not an easy task. We take great strides to make certain our clients understand and recognize each of the pieces within their estate plan to certify their wishes are being honored. Most of us don’t want to contemplate death but it is going to happen to us all. At Busciglio Sheridan & Schoeb, we help clients know that their family and things they care about will continue to thrive after they have passed. Please contact us with any questions about your estate planning needs today.

  • Creating a Will

  • Powers of Attorneys

  • Designation of Health Care Surrogates

  • Trusts

  • Establishing a guardian

  • Naming an executor

  • Estate Tax Planning

  • Creating/updating beneficiaries on plans such as life insurance, IRAs and 401(k)s

  • Setting up funeral arrangements

  • Gifting Tax Plans

  • Disability Planning

  • Health Care Decisions

  • Medicaid Planning

  • Retirement Planning

  • Social Security Planning

estate vs. Probate

 

The biggest difference is estate planning (Will and Trust creation/revision) happens while you are alive and probate happens after you die. That’s the biggest difference in them, but if you do the planning right, you can avoid probate — which is often the goal!

Schedule a Legal Consultation

Phone: (813) 225-2695
Fax: (813) 868-3695

3302 N Tampa St
Tampa, FL 33603

3902 Henderson Blvd. Suite 204
Tampa, FL 33629

137 South Parsons Avenue
Brandon, Florida 33511

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