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Wills, Trusts & Estate Planning

St. Petersburg Estate Planning Lawyers

Solid estate planning ensures your assets and wishes are protected. Facing the loss of a family member can be a stressful time; but, by planning ahead, you can make a difficult time a little easier for your loved ones. At Carnal & Mansfield, P.A., we understand you want an attorney who will sit down and explain the process to you.

One of the best ways to prevent the court from getting involved is by laying out your intentions in a trust and designating a health care surrogate or Medical Power of Attorney.

Ensuring your wishes are protected

To determine the most effective way to protect your assets we will ask you to bring in your financial information. We will discuss your goals and how you want your money and property distributed. Your end of life care decisions will also be examined.

Once you are satisfied that we understand your wishes clearly, we will draft and create an appropriate plan including:

  • Wills
  • Trusts (Revocable & Irrevocable)
  • Special Needs Trusts
  • Income Trusts
  • Living Wills
  • Advanced Health Care Directives
  • Durable/ Financial Power of Attorney
  • Designation of a Health Care Surrogate

Once your trust has been created, we will advise you as to how to fund your trust properly. The terms of the trust and beneficiaries will be established according to your wishes. We also are available to serve as trust administrators to oversee the trust.

A well-drafted estate plan can help avoid probate. By clearly spelling out your wishes, you can make things easier for your family members.

Standing up for your interests during probate

Probate is expensive and emotionally demanding. We try to create an estate plan that abbreviates the probate process.

Even with the best estate plan probate may be necessary. Fraud, duress, or undue influence all can be challenged in probate.

Contact a probate attorney to set up an appointment today.

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