Estate Planning

One of the most important tasks a person has is protecting their wealth and securing it for their beneficiaries. Whether these beneficiaries are children, a charitable organization, a fraternal organization, or someone else, you want to make sure your assets are passed down as you choose with minimal tax obligations, red tape, or other delays. At Sperry Law Firm, we handle all aspects of estate planning needs to ensure that your assets are dispersed as you desire.

A will is the cornerstone of any strong estate plan. This is the document that will dictate exactly how your assets are dispersed and whom will receive what. While this sounds like a straightforward document, there are actually many legal pitfalls that can arise if your will is not properly prepared and signed. This document needs to be written by an experienced Florida Estate Planning Attorney who will make sure it is free of errors or omissions, and complies with Florida law.

Once the goals of the will have been outlined, a lawyer can discuss trust provisions that can be established to protect the interests of minors who are beneficiaries. This way, a minor’s assets can be secure until they reach the age of majority, or any other designated age. While trust provisions can be drafted into a will, a separate trust document can be drafted when necessary and operate prior to your death, while also serving as the document expressing your testamentary intent. There are many different types of trusts available and an experienced Florida Estate Planning Attorney can help educate you on the benefits and drawbacks of each so that you may create the best possible estate plan for you, your family and loved ones.

The probate process can be complicated and confusing, and whether probate is required is a question always asked. By example, should a person die leaving property in their name alone, regardless of the existence of a will, probate is required to transfer their property to their beneficiaries or heirs at law.

At Sperry Law Firm, our clients are our top priority. For more than 30 years, Bruce J. Sperry has provided quality legal representation to those with estate planning needs. The attorneys at Sperry Law Firm understand the needs of residents and businesses of Plant City and the Greater Tampa Bay Area, as well as those throughout the State of Florida. The goal of Sperry Law Firm is to build an attorney-client relationship built on a solid foundation of trust. This trust is established through client communication. Here, each client is treated individually and their legal matter is given the attention it deserves. You will always receive prompt attention and will always be kept informed on how your matter is proceeding.