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Estate Planning Law

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

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?
Top 5 Key Ingredients in Will Preparation

Top 5 Key Ingredients in Will Preparation

A Last Will & Testament is a fundamental part of any comprehensive estate plan; likewise, will preparation is one of the most basic skills of a seasoned estate planning attorney.

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