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Estate Planning

Florida Estate-Planning Attorney Providing Services for the Orderly Transition of Your Assets

Effectively formulating and implementing your estate-planning objectives

Whether you are interested in establishing support for your family after your death or planning for your future medical care, a comprehensive estate plan can save your family a lot of money and frustration. In the event of incapacitation or death, estate planning is essential for ensuring that you and your family’s hard-earned assets are passed on in the manner that you feel is appropriate. Depending on your needs, Fox and Fox, P.A. can create a very traditional estate plan that features a simple will, or we can use advanced estate-planning techniques to address family-owned businesses, tax implications and other unique issues.

At Fox and Fox, P.A., attorney Gregory A. Fox takes the time to learn about you, your family and your assets. He also works with your financial advisors to get a complete picture of your financial situation and long-term goals. With a Master of Laws in Taxation, he brings his knowledge of tax law to your entire estate plan, ensuring that the tax burden on your heirs is minimized. Let Fox and Fox, P.A. help you create an estate plan that is designed to ensure the orderly administration of your estate, to minimize estate taxes, and to provide for the comfort and financial security of your family.

Your estate-planning tools

No two estate-planning issues are exactly the same. Fox and Fox, P.A. has broad knowledge in estate and trust planning, and we can help you in a wide variety of matters — from simple wills to the administration of complex, multi-million-dollar estates. By working closely with you, Gregory can draft an appropriate plan that will make maximum use of your resources and will meet your personal goals. Your drafted plan may include:

  • Will — Transfers your property to selected beneficiaries upon your death
  • Living will — Enables you to tell medical providers and family members whether you would like artificial life support if you have a terminal condition
  • Trusts — Provides for the care of minors or disabled persons, minimizes estate taxes, avoids probate and preserves assets
  • Durable power of attorney — Appoints someone to manage your property and sign legal papers on your behalf if you become severely incapacitated
  • Advanced healthcare directives — Gives instructions on how you want your healthcare managed if you become incapacitated

The process of probate

Most executors have rarely, if ever, probated a will and know little about the process. Fox and Fox, P.A. can guide you through all aspects of probate, including:

  • Filing the will with the Florida probate court
  • Developing the best strategy for fairly and expeditiously probating the estate
  • Finding and collecting assets
  • Closing and opening bank accounts
  • Transferring assets from the deceased to the estate
  • Paying estate taxes
  • Valuing, managing, preserving and liquidating the estate
  • Locating beneficiaries
  • Hiring experts, when appropriate

What happens if I don’t have an estate plan?

When you do not have an estate plan, your loved ones must go to probate court, which will determine how your property and assets will be divided among your loved ones and in what proportion. The allocation may not reflect your desires. In Florida, if you pass away without a will, your assets go to your closest relatives under Florida “intestate succession” laws. Under intestate succession, who gets what depends on whether you have living children, a spouse, parents or other close relatives when you pass away.

Contact a Florida estate planning attorney today

For your initial consultation, call Fox and Fox, P.A. at 888-342-7314 or contact us online.

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Office Location
  • Clearwater Office
    2515 Countryside Boulevard
    Suite G
    Clearwater, Florida 33763
    Phone: 888-342-7314
    Fax: 727-791-1517