Comprehensive Estate Planning in the Tampa Bay Area
An estate plan can be as simple as drafting a will to ensure your property goes to the people you wish to name as heirs. That is only a small part of what estate and asset protection planning can do for you.
- If you were to become incapacitated, who would make medical decisions for you? Would that person know what kind of care you want?
- If you were ill and unable to handle your financial affairs, who would pay your bills or run your business?
- If you died, who would care for your underage children?
- If you left your estate to your 19-year-old child, would he or she be able to spend that money wisely at this time?
- If you are unmarried and your partner dies, will you get to stay in the condo you share or will his or her kids take possession?
These and other issues can be handled in a comprehensive estate plan designed specifically for you and your unique family and financial situation.
At The Charles Law Offices, estate planning attorney Susan M. Charles works with clients and client families in Pinellas County, Hillsborough County and the Tampa Bay area. Whether you are just starting a family, are entering a second marriage, or are a senior citizen with questions about Medicaid funding of nursing home care or homestead rights, we can create a plan that meets your needs and goals.
Call 866.607.6531 for a free consultation at one of our four local offices, or contact us online.
AV Preeminent* rated, Master of Laws in Elder Law, member of the National Academy of Elder Law Attorneys (NAELA), member of the Academy of Florida Elder Law Attorneys (AFELA)
Estate Planning Documents to Meet Your Goals
When you meet with attorney Charles, she will discuss your goals in terms of inheritance, ongoing care of children or disabled adults, medical and financial decision making, tax savings and charitable interests. She will work with you to define your goals in each area and will then prepare the correct documents to meet those goals, such as:
- Wills and trusts
- Durable powers of attorney and advance directives and living wills for finances and health care
- A pre-need guardianship appointment specifying who will care for you in the event of incapacity
Attorney Charles can advise you on the Medicaid guidelines and can help you determine if you qualify for nursing home care without spending down your estate. She can establish a special needs trust for you or a disabled child or family member. She also counsels clients on the tax implications of transfers and inheritance.
Need more info? See our Frequently Asked Questions page, call 866.607.6531, or contact us online to arrange a free initial consultation with an estate planning lawyer.
Whether you are a younger couple with small children, a retiree looking for advice on elder law, or a caregiver who needs immediate solutions because of bad advice or a change in circumstances, we can help.
Offices in Clearwater - Largo - St. Petersburg
*AV Preeminent and BV Distinguished are certification marks of Reed Elsevier Properties Inc., used in accordance with the Martindale-Hubbell certification procedures, standards and policies. Martindale-Hubbell is the facilitator of a peer review rating process. Ratings reflect the confidential opinions of members of the bar and the judiciary. Martindale-Hubbell ratings fall into two categories: legal ability and general ethical standards.
