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If you would like to schedule an appointment for an estate planning check-up and do some preliminary estate planning work, please fill out the "Estate Plan Organizer" below and bring it to your initial consultation with Mr. Waller. Please call our office at 727-847-2288 to schedule an appointment.
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How Do I Make Sure All My Assets (Real Estate, Bank Accounts, Investments) Are Properly Transferred into the Trust?
How Can I Legally Require My Neighbor to Move a Fence, Structure, Or Landscaping That Crosses onto My Land?
How Are Taxes Handled with Trusts Will My Beneficiaries Owe Taxes When They Inherit?