Estate Planning

Everyone has an estate. An estate is a collection of property owned by someone at the time of their death. Best practices in estate planning in Oldsmar can be simple and consist of only personal effects; or it can be complex and contain real estate properties, individual retirement accounts (IRAs), annuities, and life insurance policies. The size and complexity of your estate determines what documents you need to have in your estate plan to ensure your property will be distributed to the right people.

 

Estate Planning Areas We Practice

  • Wills
  • Trusts
  • Revocable Trusts
  • Irrevocable Trusts
  • Powers of Attorney
  • Living Will
  • Healthcare Surrogate
  • Probate
  • Trust Funding
  • Beneficiary Designation Assistance
  • Asset Protection
  • Estate & trust planning and administration
  • Estate, gift & income tax planning

Building an Effective Estate Plan

As estate planning attorneys in the Tampa Bay area, Burke Faulkner Law helps clients assess and build an estate plan with a solid foundation. Our knowledgeable attorneys review existing assets, debts, retirement accounts, investments and goals to provide expert legal analysis and develop a customized estate plan. The process of reviewing your existing financial, familial, and professional obligations will help you to develop personal goals and identify potential concerns. A qualified estate planning attorney in the Tampa Bay area can help you build a tax sensitive, goal-orientated, and personalized estate and legacy plan.

Multi-generational wealth

As estate planning and tax attorneys in Tampa Bay, we know that passing along wealth to the next generation has become an intricate and multilayered process. The success of each estate plan rests on our ability to write comprehensive wealth preservation plans that coordinate with our clients’ business succession plans. While small, at Burke Faulkner Law we are equipped with tax attorneys experienced in advising high net individuals and businesses. Our highly diverse clientele includes families having upwards of $250,000,000, individuals affiliated with Major League Baseball (MLB) and National Football League (NFL), and families with multi-generational businesses in a wide range of industries. Collectively, our attorneys have more than six decades of practical experience advising individuals and families on tax-efficient methods of transitioning family businesses and wealth.

Schedule a Free Consultation with us

Contact us today using any of the options found here, so we can get started!

Directions
3937 Tampa Road #2
Oldsmar, FL 34677

Phone
(727) 939-4900

Email
admin@burkefaulknerlaw.com

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