Tampa Florida Real Estate Lawyer and Estate Planning Attorney
Tampa Florida Real Estate Lawyer and Estate Planning Attorney
As a Tampa Estate Planning Attorney with over 16 years of experience, Sarah E. Peart, Esq. and her support staff hand craft every estate plan from scratch. We prepare Wills, Revocable Trusts and Estate Plans for people from all walks of life. We are also one of very few Estate Planning Lawyers that prepares Special Needs Trusts. Our Wills and Testamentary Living Trusts are tailored to each client's needs by our attorney. Our Law firm practices almost exclusively in Real Estate Law, Small Business Law and Estate Planning Law because we like to focus on what we do best.
We pride ourselves on being meticulous and thorough, while remaining friendly and approachable to our clients. Let us prove to you that we care about you and your needs. Call us today at (813) 314-2475 or kindly fill out the form at the bottom of this page to schedule your free initial consultation and obtain a quote!
Pick from our Estate Planning Packages to suit your needs. Our estate planning attorney will be ready to answer your questions during your free initial consultation.
We are one of few Florida law firms that draft Special Needs Trusts. This is a must-have for people with special needs. Get informed and then schedule a free initial consultation with an estate planning attorney
Contact us to book a free initial consultation to speak with an experienced Tampa Estate Planning Attorney.
An estate plan is a legally enforceable plan of action, delineated through a series of legally binding documents, which were drafted during a person's lifetime, with the intent of assigning and distributing powers and assets on a deceased person's behalf to specifically assigned beneficiaries. Hiring an Estate Planning Attorney for this process eliminates any second guessing and gives you peace of mind. If you are ready to schedule your Free Initial Consultation with a Tampa Estate Planning Attorney please call Peart Law Office, PA at (813) 314-2475 today!
A Will and Last Testament is a legal document that lays out how a Testator's property will be distributed to beneficiaries by a named Executor after the death of the Testator, and how their minor children and pets will be cared for.
A Power of Attorney is a legal document that designates a person to make decisions about another person's property or finances.
A Revocable Testamentary Trust is a legal instrument or document created for purpose of handling a Beneficiary's property or assets by a named Trustee for the benefit of the Beneficiary. A Revocable Trust can be amended at any time during the beneficiary's lifetime.
An Irrevocable Testamentary Trust is a legal instrument or document created for purpose of handling a Beneficiary's property or assets by a named Trustee for the benefit of the Beneficiary. Unlike a Revocable Trust, an Irrevocable Trust cannot ever be changed or amended, unless by a court order.
A Codicil is a legal document that supplements or changes any term of a Will and Last Testament or Testamentary Trust. It is similar to an addendum to a contract. A codicil is usually created to change a named trustee, beneficiary or material term of the Will or Trust.
A Healthcare Surrogate is a person designated to make medical decisions on behalf of another person, while the latter is incapacitated or incapable of making those decisions by themselves.
A "Declaration Naming Preneed Guardian" is a legal document that lays out instructions for the care of your minor children in the case that you are incapacitated and a guardianship needs to be established for them. If your estate plan does not include one, and you are incapacitated, then the State may need to make this decision for you.
"Probating an estate" or "probate" is the process of distributing assets and paying off creditors on behalf of a decedent, through a court action, commenced by any heirs or beneficiaries to the decedent's estate.
A judge will decide whether an estate plan exists and whether or not it is legally sufficient or binding. Furthermore, the judge will assign an executor of the estate, who will distribute any assets and pay any liabilities and expenses.
Whether you need to go through Probate or not, largely depends on the your monetary value or your estate . Probate is required in Florida Law when the value of a decedent's estate is above $75,000.00 (excluding any protected homestead). Anything below that amount should qualify for summary administration.
Most people end up having to hire an attorney to represent them throughout the probate process. However, if you want your loves ones and/or beneficiaries to avoid probate entirely, then you will most likely need to have a trust set in place by an estate planning lawyer. To schedule a Free Initial Consultation with an Estate Planning Attorney please call Peart Law Office, PA at (813) 314-2475 today!
Unfortunately, we do not work in the area of probate. We only work with clients in planning for the future or litigating Trust disputes.
In order to avoid probate altogether you must have a testamentary trust in place. The trust can be revocable or irrevocable. We always recommend revocable trusts, as they can always be amended. Irrevocable trusts cannot be amended.
Florida law states that Individuals over the age of 18 who are of sound mind and body may sign any estate planning documents. To schedule a free initial consultation to speak with a Tampa Estate Planning Attorney please call us at (813) 314-2475 or kindly fill out the contact form at the bottom of this page.
The answer to this question depends on several conditions, most of which are listed in our introduction above. Here are eight reasons why you may want to hire an attorney to draft your estate plan:
1. You want peace of mind. It's the reason why you find yourself on this website in the first place.
2. You want to make sure that your beneficiaries and/or loved ones avoid having to probate your estate.
3. Unfortunately, you do not possess the knowledge of all of the estate planning procedures in Florida, necessary to best plan your estate.
4. You want to decrease any tax burden or tax liability by your loved ones and/or beneficiaries.
5. You would like to currently grant free use of your assets to your beneficiaries without any personal liability or burden to them.
6. You would like to decrease your personal liability through a Trust, similarly to how an LLC operates.
7. You would like to eliminate any exposure of your assets to any creditors seeking them out.
8. You would like to maintain anonymity of real property ownership in public records.
8. You want to minimize or eliminate any in-fighting in your family over your assets.
9. You want to exclude somebody from receiving anything from your estate (aside from a spouse or minor children, who in Florida will have a legal claim to a portion of your estate and cannot be written out of your estate).
All of these reasons aside, any mistakes made while planning your estate could cost your loved ones, trustees and beneficiaries thousands of dollars and could take months or even years to resolve. Even worse, this all has to be carried out while your family members are grieving. In estate planning law somebody always comes out of the woodwork to make a claim for something. You know, that distant cousin of yours that you haven't seen in 30 years who thinks they are entitled to something.
If your wishes are properly recorded, they are harder to dispute. Hiring the proper estate attorney that has been drafting wills and trusts for years is key to having your wishes followed. Call us today to schedule your free initial consultation at (813) 314-2475 or kindly fill out our contact form at the bottom of this page.
Our Essential EP Package includes a Last Will and Testament, a Durable Power of Attorney, a Healthcare Surrogate form and a Living Will. This package will cover all of your estate planning needs, as long as your assets do not exceed $75,000.00 (excluding any protected homestead property).
Your estate will still need to be distributed through the Probate Court, but your intentions will be laid out for a court to follow. Please contact our office to obtain a quote and schedule a free initial consultation to speak with our Tampa Estate Planning Attorney to see if this package will fit your individual estate planning needs.
Our Enhanced EP Package includes a Ladybird Deed , a Last Will and Testament, a Durable Power of Attorney, a Healthcare Surrogate form and a Living Will. This package will cover all of your estate planning needs, as long as your assets and property do not go over $75,000.00 (excluding any protected homestead property). Your estate will still need to go through the Probate Court, but your intentions will be laid out for a court to follow.
However, the ladybird deed will immediately add any beneficiaries onto your home's title, but allow you to keep a life long interest in your home, and do whatever you would like with it. Your home will not need to be probated and your loved ones will have immediate control of your property once you pass.
Please contact our office at (813) 314-2475 to obtain a quote and schedule a free initial consultation to speak with our Tampa Wills & Trusts Lawyer to see if this package will fit your individual needs.
Our Complete EP Package includes a Last Will and Testament, a Durable Power of Attorney, a Healthcare Surrogate form, a Living Will and a Revocable Living Trust. This package will cover all of your Estate Planning needs, especially is you own real property in excess of $75,000.00. A living trust will help your loved ones avoid estate taxes and avoid the probate court. Your family will require no future title work in the future if the property in question needs to be sold.
This package will provide peace of mind not only to you, but also your loved ones. Please contact our office at (813) 314-2475 to obtain a quote and schedule a free initial consultation to speak with our Wills and Trusts Lawyer to see if this package will fit your individual needs.
All of the documents that we create can be purchased individually as well. Please contact our office at (813) 314-2475 to obtain a quote and schedule a free initial consultation to speak with our Estate Planning Attorney to see if this package will fit your individual needs.
In Florida law, a Special Needs Trust is an investment vehicle specifically designed for the benefit of an individual with special needs, who does not want to risk losing their government benefits due to a future income stream, financial settlement or benefit. It is created specifically for any supplemental funds that will soon be received by the beneficiary.
By utilizing a special needs trust, any future income will not change the individual's personal income, either for the purposes of filing personal taxes or for any application for any government benefits, as the funds will flow directly into the trust. This instrument is vital to maintaining qualification for any current government benefits. You will most certainly need the guidance of an experienced estate planning attorney to create one of these trusts. Please contact our office to setup a free initial consultation to discuss the creation of a Special Needs Trust for your loved one.
A Florida Special Needs Trust is valid for both state and federal government agencies who provide any benefits or assistance. Please contact our office at (813) 314-2475 to obtain a quote and schedule a free initial consultation to speak with our Estate Planning Attorney to see if this type of trust will fit your individual needs.
The Trustee of a special needs trust is usually the parent, guardian or caregiver of the trust's beneficiary. The beneficiary is the person receiving the benefits of the trust. The most common question we receive about these trusts is: Can a beneficiary act as trustee? A beneficiary cannot be the trustee of a special needs trust.
A Special Needs Trust should be created before receiving any new income streams, financial settlements or benefits. Once the money has been received it is too late to create the trust. Please contact our office at (813) 314-2475 to obtain a quote and schedule a free initial consultation to speak with our Estate Planning Attorney.
Please call Peart Law Office during normal business hours at (813) 314/2475 and we can schedule your free initial consultation for you to speak with our Attorney. If you submit your information on this form we will contact you as soon as we can, which is usually within 1 to 48 hours.
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10150 Highland Manor Drive Suite 200, Tampa, FL 33610
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Apollo Beach, Avocet, Balm, Bayberry Glen, Beach Park, Bloomingdale, Bloomingdale Hills, Brandon, Bridgeview, Bridgewalk, Bridgewater, Carrollwood Village, Chapman Crossing, Cory Lake Isles, Culbreath, Davis Island, Dover, Dunlin Wood, Eagle Ridge, Egret Landing, Egypt Lake-Leto, Falcon Ridge, Fishhawk, Fishhawk Ranch, Fishhawk Ridge, Gannet Glade, Garden District, Gibsonton, Golf View, Greater Brandon, Heritage Harbor, Harbour Island, Harrier Ridge, Hawk Wood, Heron Glen, Heron Park Villas, Hillsborough Golf and Country Club, Hunters Green, Ibis Park, Jaeger Glen, Kestrel Ridge, Kinglet Ridge, Kite Glen, Lithia, Lutz, Mango, Martin Meadow, Meadow Park, Merlin Glen, New Tampa, Old Tampa, Oldsmar, Orient Park, Osprey Park, Paloma Glade, Parkland Estates, Phoebe Park, Plant City, Riverside, Riverview, Ruskin, Sandhill Place, Seffner, Shearwater, Skylark Crest, Sora Trace, Starling, Sun City, Sun City Center, Sunset Park, Tampa, Tampa Palms, Tanager Ridge, Teal Rise, Temple Terrace, Tern Wood, Thonotosassa, Town N' Country, Valrico, Valhalla, Vireo Ridge, Virginia Park, Westchase, West Chase, Whimbrel Wood, Wimauma, Winthrop Wrenwood & Ybor City.
Belleair, Belleair Beach, Belleair Bluffs, Belleair Shore, Clearwater, Dunedin, Gulfport, Indian Rocks Beach, Indian Shores, Kenneth City, Largo, Madeira Beach, North Redington Beach, Oldsmar, Palm Harbor, Pinellas Park, Redington Beach, Safety Harbor, Seminole, South Pasadena, St. Pete Beach, St. Petersburg, Tarpon Springs, Treasure Island & Ozona.
Bayonet Point, Beacon Point, Dade City, Elfers, Gulf Harbors, Holiday, Hudson, Lacoochee, Land O' Lakes, New Port Richey, Odessa, Palm Harbor, Port Richey, San Antonio, Shady Hills, St. Leo, Temple Terrace, Trinity, Wesley Chapel & Zephyrhills.
Aripeka, Bayport, Brookridge, Brooksville, Garden Grove, Hernando Beach, High Point, Hill 'n Dale, Istachatta, Lake Lindsey, Masaryktown, Nobleton, North Brooksville, North Weeki Wachee, Pine Island, Ridge Manor, South Brooksville, Spring Hill, Spring Lake, Timber Pines, Weeki Wachee, Weeki Wachee Gardens & Wiscon.
Auburndale, Babson Park, Bartow, Combee Settlement, Crooked Lakes, Cypress Lake, Cypress Gardens, Davenport, Dundee, Eagle Lake, Fort Meade, Four Corners, Frostproof, Fussels Corner, Gibsonia, Haines City, Highland City, Highland Park, Hillcrest Heights, Inwood, Jan Phyl Village, Kathleen, Lakeland Highlands, Lakeland, Lakeshore, Lake Wales, Lithia, Medulla, Mountain Lake, Mulberry, Nalcrest, Pittsburg, Poinciana, Polk City, Wahneta, Waverly, Willow Oak, Winston & Winter Haven.
Anna Maria, Bayshore Gardens, Bradenton, Bradenton Beach, Cedar Hammock, Cortez, Duette, Ellenton, Elwood Park, Fort Hamer, Gillette,Holmes Beach, Lake Manatee, Lakewood Ranch, Longboat Key, Manhattan, Marsh Island, Memphis, Myakka City, Oneco, Oak Knoll, Palm View,Palma Sola, Palmetto, Parrish, Rutland, Rye, Samoset, South Bradenton, Tara, Terra Ceia, Verna, Village of the Arts, Ward Lake, Waterbury, West Bradenton, West Samoset & Whitfield.
Casey Key, Engelwood, Longboat Key, Manasota Beach, Miakka, Nokomis Beach, North Port, North Sarasota, Osprey, Pinecraft, Sarasota, Sarasota Heights, Siesta Key, Venice, Venice Beach & Venice Gardens.
AND SURROUNDING COUNTIES
Charlotte County, Citrus County, DeSoto County, Highlands County, Lake County, Lee County, Madison County, Manatee County, Orange County, Osceola County & Sumter County.
ZIP CODE COVERAGE
32626, 32819, 32828, 32829, 32831, 32832, 32836, 32837, 33511, 33547, 33556, 33558, 33566, 33569, 33578, 33579, 33594, 33598, 33602, 33606, 33606, 33609, 33609, 33611, 33615, 33616, 33618, 33621, 33624, 33625, 33626, 33629, 33629, 33629, 33634, 33635, 33647, 33701, 33702, 33703, 33704, 33706, 33711, 33715, 33715, 33759, 33761, 33763, 33786, 34201, 34228, 34242, 34683, 34684, 34695, 34698 and many more.
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Peart Law Office, P.A.
10150 Highland Manor Drive
Tampa, FL 33610
Telephone: (813) 314-2475
Facsimile: (888) 707-3744
All Rights Reserved.
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