Tampa Estate Planning Lawyer
Security. Peace of mind. A lasting legacy. Estate planning is about protecting your assets and managing your affairs to make sure you are properly taken care of during your lifetime, while also knowing your loved ones and future generations will be taken care of after you are gone. Older Lundy Alvarez & Koch can guide you and assist you in this most important undertaking. Our Tampa estate planning and probate attorneys are well-versed in Florida testacy laws and can advise you on the best options available to you. In addition, we’ll draft the full complement of estate planning documents to ensure your wishes will be understood and effectively carried out. We also provide probate support to see that those wishes are fulfilled accurately and expeditiously, giving maximum effect to your careful and well-thought out estate planning.
- Asset Preservation
- Estate & Gift Taxation
- Formal Administration v. Summary Administration
- Surviving Spouses Benefits
- Trust & Estate Litigation
Purpose of estate planning in Florida
Most people think of estate planning as the way to have their assets distributed to family, friends and charities after they are gone. This is indeed a major part of estate planning, and it essential to approach this process with care to make sure that every part of your estate is considered and handled in the way you want. There is much more to estate planning than this important aspect, however. Through comprehensive estate planning, you will be able to determine an appropriate guardian for any minor children, should the need arise. Estate planning also includes deciding how your healthcare, legal and financial affairs will be managed in the event you become temporarily or permanently disabled or incapacitated and cannot see to these matters for yourself.
Estate planning is for everyone, at any age and with any size of estate. Without proper estate planning, these vital decisions could end up being made by a judge who doesn’t know you or your needs or desires. Take the time now to make these decisions for yourself. We’ll take the time to help you through this process and make sure your estate plan reflects your wishes and will be effective and enforceable when needed. Our Tampa estate planning attorneys draft the full complement of Florida testamentary documents, including:
- Living wills
- Advance directives
- Health care surrogates
- Powers of attorney
Professional assistance in Florida probate matters
Probate is the court-supervised process of giving effect to a will and other testamentary documents. The job of administering an estate often falls upon a grieving family member who may not be knowledgeable or experienced in these matters. Our job is to help you through this time with advice and assistance to ensure an orderly, efficient probate process. Our Tampa probate lawyers handle formal administration and summary administration proceedings, as well as ancillary administration when property is owned in a state outside the deceased’s state of residence. If will contests or other challenges arise, our team of skilled and experienced courtroom litigators provide aggressive and effective representation to resolve probate disputes.
Efficient, Effective Advice and Assistance from Tampa Estate Planning & Probate Lawyers
Let the Tampa estate planning and probate attorneys at Older Lundy Alvarez & Koch guide you through the process of creating a comprehensive and legally sound estate plan while minimizing the time and expense of probate. Call 813-254-8998 to schedule an appointment and get started securing your future for you and your loved ones.