Category Archives: Estate Planning
What Documents Should I Bring to an Initial Consultation With a St. Petersburg Estate Planning Attorney
Are you preparing to meet with a lawyer in St. Petersburg to talk about your estate plan? If so, you want to make sure that you are fully prepared for that appointment. When you bring the right documents, you will be in the best position to get the most out of the consultation. In… Read More »
How a Trust Can Protect Your Assets from Nursing Home Care Costs
The cost of a nursing home can be almost unfathomably high. A private room in a nursing home in Pinellas County can run in excess of $100,000 each year. Nursing home costs can quickly eat away at a person’s life savings. The good news: There are options available to protect your assets. A trust… Read More »
Four Mistakes to Avoid When Revising an Estate Plan in Florida
Are you preparing to revise your estate plan? It is imperative that you do it the right way. Too many people make mistakes that undermine their rights and their interests. At Fisher & Wilsey, P.A., we are proud to be leaders in estate planning in Florida. Within this article, our St. Petersburg estate planning… Read More »
Why Do People Put a Life Insurance Policy in a Trust?
Life insurance is a key part of the estate plan of many people. Indeed, more than half of Americans are the beneficiary of one or more life insurance policies (CNBC). You may want to put life insurance into a trust in order to carry out your estate planning strategy. Here, our St. Petersburg estate… Read More »
How Should an Estate Administrator Evaluate Creditor Claims in Florida?
Under Florida law (Florida Statutes § 733.2121), one of the most important requirements of estate administration is notice to creditors. After receiving notice, creditors may potentially file a claim against the estate. Estate administrators need to know how to navigate creditor claims. Here, our St. Petersburg estate administration attorney provides a guide to navigating… Read More »
Four Things Elder Lawyers Do In Florida Besides Estate Planning
The number of senior citizens in the U.S. is at a record high and it is expected to grow significantly in the coming decades. The Population Reference Bureau estimates that there will be more than 80 million seniors nationwide by the year 2050. Senior citizens have unique legal needs. It is about a lot… Read More »
Your Guide to Intestacy Laws in Florida
Every adult in Florida should have an estate plan in place. Estate planning is your opportunity to control what will happen to your property and your assets. What happens if there is no legally valid plan? Florida’s intestacy laws take over. Here, our St. Petersburg estate planning attorney provides a guide to the intestacy… Read More »
Florida Has One of the Most Comprehensive Homestead Exemptions in the Country (Why it Matters)
Florida’s homestead exemption is widely regarded as one of the strongest legal protections for property owners in the United States. It shields a person’s primary residence from certain creditors and offers substantial property tax benefits. Understanding how the exemption works is essential for homeowners, especially when planning for the future or addressing financial challenges…. Read More »
Do You Need a Health Care Surrogate if You Have a Living Will?
As part of your estate plan in Florida, you should have advance medical directives. A living will is a key document that will help to ensure that your wishes for health care are followed even if you are not able to give input. Even if you have a living will, it is strongly recommended… Read More »
Debunking Seven Estate Planning Myths in Florida
You need an estate plan. Without one, you, your family, and your finances could be left vulnerable to a wide range of different risks. There are many misconceptions about estate planning. At Fisher & Wilsey, P.A., we want to make sure that Florida families have the knowledge that they need. Here, our St. Petersburg… Read More »
