Benefit From The Protections Trusts Can Provide
There is no common solution for managing family assets and planning estates. Each case is unique. Our experienced attorneys will research your needs, consider viable solutions and present you with an action plan most suitable to your family’s specific needs. That action plan may or may not include one or more trusts.
Trusts are powerful estate-planning instruments. While many law firms draft wills, few understand when and how trusts can help you meet specific estate planning goals. At Fisher & Wilsey, P.A., our firm has been advising residents in the Tampa-St. Petersburg area on trusts and other estate-planning matters for over five decades. Our firm’s longevity has given our team firsthand experience into the estate planning concerns and probate needs of a variety of circumstances, including blended families, small-business owners, veterans and same-sex couples. Call 888-312-1474 or 727-369-8572 to schedule a free initial consultation.
Our partner Steven Wilsey is a certified public accountant and has been a member of the state bar’s tax section for years. Mr. Wilsey draws on his professional and legal background when he advises our clients on the trusts that best serve their needs.
Trusts Can Offer Many Advantages For Florida Residents
Your do not need a multimillion-dollar estate to benefit from the protections a trust provides. Trusts can help families who prefer to keep their financial affairs private, can protect assets from creditors and accomplish other goals, including:
- Providing assets to an adult disabled child without making them ineligible for Medicaid
- Protecting assets provided beneficiaries from issues such as divorce, bankruptcy
- Supporting charities in a tax-efficient way
- Determining when and how beneficiaries receive assets
- Sheltering assets against taxes
Whether you want to establish a special needs trust, a spendthrift trust, a life insurance trust or another type of trust, our attorneys can identify which legal options will help meet your objectives.