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Dunedin Estate Planning
The future is a mystery, and that can make you feel as if you don’t have control. However, you are in charge of your destiny when you have an estate plan in place. A thorough estate plan does more than designate beneficiaries to receive your property when you pass away, although that’s important. It also allows you to plan for incapacitation with durable powers of attorney, pre-need guardian designations, advanced health care directives, and more. Once your estate plan is in place, you will enjoy the peace of mind that only comes with knowing you’re prepared, no matter what happens tomorrow.
Our Dunedin estate planning lawyer has more than 15 years of experience and numerous satisfied clients. Contact us today for a free consultation.
What Should You Include in Your Estate Plan?
Our Dunedin estate planning lawyer will review your situation to determine what you need to include. Common estate planning tools include:
In addition, Sherri M. Stinson, P.A. offers probate services. Thus, when you pass away, your lawyer can help your family navigate through probate if needed.
Wills and Trusts in Dunedin
Your Dunedin estate planning lawyer will help you create a will, trust, or both. A will is typically the foundation of an estate plan. This document allows you to designate beneficiaries for your property and choose a guardian for your minor children. Your last will and testament will go into effect when you pass away. Then, it will go through probate, and your beneficiaries will receive the property.
You can also include a revocable or irrevocable trust in your estate plan. As with a will, you can use a trust to leave property to beneficiaries. However, it goes into effect as soon as it’s created. Then, you will transfer property into the trust, removing it from your estate.
If you choose an irrevocable trust, someone else will manage it, but you can manage a revocable trust. Irrevocable trusts are often used to reduce the tax burden and protect assets.
Modifying and Revoking a Will or Trust
Your Dunedin estate planning lawyer can help you modify or revoke an existing will or trust. You can make changes or revoke a last will and testament or revocable trust at any time, as long as you are of sound mind. However, if you have an irrevocable trust, you cannot modify or revoke it. Thus, it’s important to ensure that the trust is set up properly before you fund it. Sherri M. Stinson, P.A. has years of experience creating trusts for clients. Contact Sherri Stinson today to discuss your needs.
Elective Shares for Spouses
If you are currently married, you cannot legally disinherit your spouse. Florida law states that spouses are entitled to an elective share of their husbands’ or wives’ estates. Unless you get divorced, your spouse will get something when you pass away. Your Dunedin estate planning lawyer can go over your spouse’s rights with you, including how much he or she can expect to get if you pass away.
WHY CHOOSE SHERRI M. STINSON, P.A.?
We Help You Protect
The Ones You Love.
Extraordinary And Awesome Work
Sherri Stinson was the attorney who helped my brother and me settle the estate of our late uncle. She made this difficult time for us much easier. She was extraordinary! Not only was she professional, she was patient, tactful, and kind. A very sharp lady! Worth every penny she was paid! Coming from a family of attorneys, we were very impressed. She’s Awesome!
Very Communicative And Very Understanding
I highly recommend Sherri Stinson if you’re looking for an outstanding attorney. She helped me settle the estate of my uncle who lives in Florida. She’s not only very bright and knowledgeable of FL law, but she’s kind and patient! Even though I live in Kentucky, she was able to help me through the process with little effort on my part. Her help was literally invaluable and her charge very reasonable.