Wills & Trusts

One of the most important documents a person can have is a will. This is a document that will ensure that your assets are distributed according to your wishes after you pass away. Some people may think that they can put this task off and wait to have a will drafted. Unfortunately, if something tragic happens, it is too late to go back. Therefore, if you are someone with children or someone with assets and you would like to protect the interests of your beneficiaries, contact a Florida Wills & Trusts Attorney today.

Drafting a will requires a great attention to detail in order to prevent challenges or other issues that could potentially arise. A will needs to be abundantly clear about what you are doing and why you are doing it because once you die, there is no one that can clarify any ambiguities. Having an attorney prepare your will can help establish that you are of sound mind and were not coerced into something in the preparation of your will. Without such detail, an unhappy party could step in and challenge and the will could possibly be rejected entirely or modified by a Court.

A will is also important because if a person dies without one, their assets will be dispersed according to the Florida laws of intestacy. This is a problem for people who do not want certain family members to have a piece of their estate, i.e. there may be an estranged child that a person wants to exclude from their will. Also, step-children are not considered heirs under the Florida laws of intestacy. It is therefore important to have a will that accurately reflects your wishes instead of leaving it up to Florida statutes to dictate how your assets are disbursed.

An alternative to having your estate pass through a will is a living trust. With the preparation of a living trust, you will transfer all of your assets into the trust and manage these assets during your lifetime. The living trust will include your testamentary intentions, so that on your passing the trust will act as your testamentary document. Whether a will or trust is the best fit for you can be determined during a conference with a Florida Wills & Trusts Attorney.

At Sperry Law Firm, our clients are our top priority. For more than 30 years, Bruce J. Sperry has provided quality legal representation to those with estate planning. The attorneys at Sperry Law Firm understand the needs of residents of Plant City and the Greater Tampa Bay Area, as well as those throughout the State of Florida. The goal of Sperry Law Firm is to build an attorney-client relationship built on a solid foundation of trust. This trust is established through client communication. Here, each client is treated individually and their legal matter is given the attention it deserves. You will always receive prompt attention and will always be kept informed on how your matter is proceeding.