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Estate Planning

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Battaglia, Ross, Dicus & McQuaid, P.A. keeps you up to date with the latest Estate Planning in St. Petersburg, FL.

Trust Formation & Funding

Trust Formation & Funding

Trust Planning involves two key steps, forming the trust and funding the trust. Funding the trust is just as important as the formation of the trust.
Revocable Trusts

Revocable Trusts

The primary advantage of having a Revocable Trust vs. a Will is that assets titled in the name of the Revocable Trust avoid probate upon your death.
How to Choose a Trustee

How to Choose a Trustee

Choosing a Trustee to oversee a beneficiary’s inheritance following your death is an important estate planning decision to be made.
Myth #4: Trusts Avoid Taxes

Myth #4: Trusts Avoid Taxes

“Trusts avoid taxes,” it is important to realize that both “trusts” and “taxes” are loaded terms that can have different meanings, depending on the context.
Trust vs. Will – Which is right for you

Trust vs. Will – Which Is Right for You?

One of the most fundamental questions I help clients answer is what should serve as the foundation of their estate plan: a Will or a Trust?

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