Florida Trusts and Estates Lawyer Provides Comprehensive Support

Palm Harbor firm establishes sound plans to protect clients’ assets

A comprehensive estate plan contains several different elements, and an experienced trusts and estates lawyer can help you develop an overall strategy that accomplishes your objectives. My Palm Harbor firm, the Law Office of Nancy J. Oset, assists a diverse group of clients who seek to protect their assets and transfer them easily when the time comes. After developing a clear understanding of your needs, I outline your options and explain how trusts, wills, advance healthcare directives and guardianship documents can put you and your loved ones in the best position possible for the future.

Knowledgeable attorney advises on trusts, guardianships and tax matters

By working closely with individuals and families on wills and other estate planning documents, my firm is committed to helping Floridians understand relevant matters including:

• Trusts — Though some people are unfamiliar with trusts, they serve many functions for clients in all income brackets. Whether you’re looking to limit tax liability, fund a charitable cause or direct how your assets will be spent, I can show you how a trust might fulfill your needs. One popular option is a living trust, under which people place their assets in a trust but are able to use them for the rest of their lives. At the time of their death, the remaining property is passed automatically to designated beneficiaries rather than going through a probate process that can last for months, or even years.
• Tax issues — Florida no longer has an individual estate tax, though large estates within the state could be subject to federal estate tax liability. If this is a concern, my firm can advise you on the steps you can take now to reduce the potential estate tax burden. Sometimes, people underestimate the value of the property they own, so even if you think you’re close to the exemption amount ($5.6 million for an individual in 2018), it’s important to seek counsel from a qualified adviser.
• Guardianships — Parents of minor children should always take time to express their guardianship preferences if their children become orphaned. My firm will outline the legal obligations associated with this role and prepare the relevant documents for you.

For these concerns and others, you can count on me to find solutions that are tailored to your specific circumstances.

Contact a dedicated Palm Harbor trusts and estates lawyer for a consultation

The Law Office of Nancy J. Oset assists Florida clients with all types of trusts and estates issues, including guardianships and gift tax concerns. Please call 727-325-1618 or contact me online to schedule an appointment at my office in Palm Harbor.