Estate Planning FAQs

The Purdy Firm Provides Personalized Estate Planning Services For Families and Individuals
in the Tampa Bay, Florida Area

 

Estate Planning FAQs

The Purdy Firm Provides Personalized Estate Planning Services For Families and Individuals
in the Tampa Bay, Florida Area

Are you searching for reliable estate planning services in the Tampa Bay Area? Look no further than The Purdy Firm! Our team of experienced attorneys specializes in crafting comprehensive estate plans tailored to your unique needs and goals.

Whether you’re just starting to think about estate planning or need to update an existing plan, we’re here to help. Contact The Purdy Firm today to schedule your consultation and take the first step towards securing your future and your family’s well-being.

Contact Us Now
Contact Us Now

Why Choose the Purdy Firm?

Our attorneys have years of experience in estate planning, making us knowledgeable and skilled in addressing complex legal matters accurately.
We offer a wide range of estate planning services, including wills, trusts, powers of attorney, and more. We leave no aspect of your estate unexamined to ensure your wishes are carried out.
We understand that every client’s situation is unique. That’s why we take the time to listen to your concerns and goals, crafting a customized estate plan that meets your specific needs.

Our team pays close attention to all intricate elements of your estate plan, evaluating potential tax implications, asset protection strategies, and other critical components to ensure optimal outcomes.

We believe in open dialogue with our clients, explaining complex legal concepts in plain language. We provide honest recommendations to help you make informed decisions about your estate.

Looking for Affordable Planning?

Our attorneys can help you create a will or trust that clearly outlines how you want your assets distributed after your passing. We’ll ensure your documents are legally sound and reflect your wishes.
Designate someone you trust to make financial and legal decisions on your behalf if you become incapacitated. Our team will guide you through the process of creating a durable power of attorney.
Also known as a living will, a healthcare directive allows you to specify your medical treatment preferences if you’re unable to communicate them yourself. We’ll help you create a comprehensive directive that aligns with your values.

Protect your hard-earned assets from potential creditors or lawsuits. Our estate planning attorneys can develop strategies to safeguard your wealth for future generations.

If you own a business, we can help you create a plan for its future. Whether you want to pass it down to family members or sell it, we’ll ensure a smooth transition.

For families with special needs children or dependents, we offer specialized estate planning services to ensure their long-term care and financial security.

In the event of a loved one’s passing, our team can guide you through the probate process and help administer the estate efficiently and effectively.

Why Do You Need Professional Estate Planning Services?

A well-crafted estate plan can help protect your assets from creditors, lawsuits, and excessive taxation.
Ensure your family is taken care of after you’re gone by clearly outlining how you want your assets distributed.
A comprehensive estate plan can help prevent disagreements among family members about your wishes and asset distribution.
Estate planning isn’t just about what happens after you pass away. It also includes planning for potential incapacity, ensuring your medical and financial decisions are handled according to your wishes.
With proper planning, you can reduce the tax burden on your estate, leaving more for your beneficiaries.
If you’re philanthropically inclined, an estate plan can help you leave a lasting legacy to causes you care about.

Estate laws can vary by state. Working with a local attorney ensures your plan complies with Florida’s specific regulations.

Common Questions

Absolutely! Estate planning is for everyone, regardless of wealth. It helps ensure your wishes are carried out and can prevent family conflicts.
We recommend reviewing your estate plan every 3-5 years or after major life events like marriage, divorce, birth of a child, or significant changes in assets.
While online templates are available, they often don’t account for the complexities of individual situations or state-specific laws. Working with an estate planning attorney ensures your plan is legally sound and truly reflects your wishes.

A will goes into effect after you pass away, while a trust can be used to distribute property before death, at death, or afterwards. Trusts may also offer tax benefits and allow you to avoid probate.

If you die without a will in Florida (known as dying “intestate”), state law determines how your assets are distributed. This may not align with your wishes and can cause conflicts among family members.

Contact Us Now
Contact Us Now