Estate Planning

One of the most important things you can do is protect what you’ve built and make sure it passes to the people and causes you care about — with as little tax, delay, and red tape as possible. At Sperry Law Firm, we handle the full range of estate planning needs so your assets are distributed the way you intend.

A will is the cornerstone of most estate plans: it directs how your assets are distributed and who receives what. Though it sounds straightforward, a will that is not properly drafted and executed can create real problems, so it should be prepared by an experienced attorney who will make sure it is complete, error-free, and compliant with Florida law.

Beyond the will, trusts can protect beneficiaries — for example, holding assets for minor children until they reach an age you choose. A trust can be written into a will or created as a separate document that operates during your lifetime as well as after. There are many types of trusts, and we’ll walk you through the benefits and trade-offs of each so you can build the plan that fits your family.

We also help families understand when probate is required. Generally, when someone passes away owning property in their name alone, probate is needed to transfer that property to the heirs or beneficiaries — whether or not there is a will. We can advise you on planning that may reduce or simplify probate, and we handle probate administration when it’s needed.

Sperry Law Firm has served estate planning clients in Plant City, the greater Tampa Bay area, and throughout Florida since 1980. Each client is treated individually, with prompt attention and clear communication at every step.

Ready to put a plan in place or update an old one? Call 813-754-3030 or request a consultation.