- Do you charge for the first consultation meeting with an attorney?
Yes, there is a charge for initial consultation which pays for the attorney's time in reviewing your existing legal documents, if any, and providing legal advice.
- Does the first consultation fee include the preparation of documents or other services?
No. Prior to proceeding with the preparation of legal documents, asset protection planning, or the performance of any other services, we will tell you what our fees will be and ask that you sign a Retainer Agreement authorizing us to provide legal services for you.
- Do you charge for your services by the hour?
Yes. In most situations we will bill you by the hour. However, in some situations, we can offer a flat fee arrangement if requested.
- How can I schedule an appointment?
Call us at (941) 906-1231. At that time, we will ask for basic information concerning your matter and schedule a convenient appointment with one of our attorneys.
- Where are you located?
240 Pineapple Ave. South, Suite 700
Sarasota, Florida 34236
Sarasota, Florida 34236
- What are your office hours?
Our office hours are Monday through Friday from 8:30 am to 5:00 pm.
Estate Planning Frequently Asked Questions
- Do I need a will? What happens if I do not have a will?
When you die without a will – you die intestate. Because you did not express your wishes in your will, the state law determines who will inherit your property. A will also allows you to select who your Personal Representative will be, that is, the person who will settle your estate and make sure your property is distributed to your named beneficiaries. A will also enables you to establish trust funds for disabled relatives, charities or other beneficiaries dear to you.
- What if I have a will which was executed in another state?
Generally, a will properly signed and witnessed in accordance with the laws where it was executed will be valid in Florida. If you want to change or modify your existing will, we will be happy to assist you in this regard.
- What is a Living Trust?
A living trust is a trust established by a person during his or her lifetime which can be amended, revoked or changed at any time. Typically, the person who establishes the trust serves as his or her own trustee and together with his or her spouse are the beneficiaries of the trust during their lifetime.
- Does a Living Trust avoid probate?
Yes. When a person dies, the assets placed in the trust pass according to the terms of the trust document and not under the terms of the will. The living trust can stipulate who will receive the assets within the trust after the death of the creator of the trust with the same detail as would be contained in a will. If virtually all of a person’s assets are titled in his or her living trust, there will be few if any assets subject to the probate process.