Create A Lasting Legacy Through A Well-Crafted Will
Creating a legally enforceable will not only benefits your prospective heirs but also gives you the peace of mind that comes with knowing your final wishes will be carried out.
At The Law Office of Nancy J. Oset in Palm Harbor, I have been helping individuals and families create wills and other estate documents since 1994. I work personally with each client to prepare a document that reflects their values and goals. Whether you’re concerned about tax consequences, making a significant charitable bequest or simply want to allocate your assets as efficiently as possible, I will provide the knowledgeable counsel you deserve.
Drafting An Effective Will To Suit Your Needs
As an experienced estate planning attorney, I can help you find ways to shift your assets upon death just as you wish. You will receive a thorough overview of relevant issues, such as:
- Legal requirements – Florida wills must be written by a person of sound mind who is at least 18 years old or an emancipated minor. Two competent witnesses must observe the testator’s signing of the will and attest to the signature’s authenticity.
- Tax issues – Before you develop your estate plan, it’s important to understand if your assets might be subject to federal estate tax. There is no similar state tax in Florida. People sometimes overlook real estate and financial holdings when evaluating their situation. That oversight could lead to significant liability later, so you want to get a professional assessment at the outset.
- Averting disputes – When you draft a will, a key objective is to help your intended heirs avoid probate complications. Disputes over testamentary terms can erode the value of the estate. By including clear language, eliminating ambiguities and helping you select an appropriate executor, I can minimize the possibility of a probate dispute.
I take great care to ensure that wills and other legal instruments such as trusts, guardianship documents and living wills (advance health care directives) provide the security and protection that you and your loved ones deserve. I also offer bundled estate planning packages that include a will and other core documents.
Revising And Updating Existing Wills
Life moves quickly. Changes in relationships and financial fortunes can drastically affect your goals and priorities. When these changes occur, my firm can help you make revisions to your will and other estate planning documents that reflect your current intentions. If you already have a will but haven’t reviewed it in a few years, I can go over it with you to ensure that it accurately reflects your wishes. You can review your will at any time, and I will make necessary revisions in a legal, cost-effective manner.
Reach Out To Discuss Your Will
I have extensive experience advising Florida clients on the drafting, review and enforcement of wills and their estate planning instruments. Please call 727-387-3671 or contact me online to take advantage of a free half-hour consultation.