Helpful Information for the Estate’s Personal Representative

probate - executor of estate meeting

One of the hardest times any of us experience in our lives is after the loss of a loved one. When you are named as the personal representative (executor) of a loved one’s estate, you not only need to mourn, but handle the probate process. The easiest way to do this is to find the…

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April is Financial Literacy Month

Financial Literacy Month - April 2022 - Estate Attorney

Since 2004, April has been designated as financial literacy month to help people understand the importance of financial literacy. Depending where you are in life, financial literacy means different things and involves different people in our lives. For example, one of our team member’s first grader’s class is learning about the value of different coins.…

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Understanding Estate Planning

estate planning with Wagstaff & Pitelis

To many, estate planning seems too complicated so they continue to put it off. However, it is too important a task not to give it your attention. By working with a family law firm who specialize in estate planning in Largo, Florida or in your state, the process can be made easier. We understand that…

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How to Protect Your Assets When You Marry

getting married & legal documents

As someone getting married later in life, or perhaps getting married again, you likely have already accumulated certain assets. Although we all like to believe that our marriage will last “until death do us part,” the reality is that it does not happen all the time. You want your property and investments to go where…

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Three Things to Do After Your Divorce is Finalized

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After your divorce is finalized, it can feel overwhelming to know all that needs to be done moving forward as a newly single person. As estate lawyers and divorce attorneys, we understand and are able to help. For example, after divorce there are still legal processes you may need to pursue. Because divorce sometimes includes…

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Contesting a Will

Estate and Probate Attorney 121721

There are several circumstances which may warrant contesting a will. You may have become aware of a fraudulent situation such as a scam to which an elderly relative may have fallen victim. Or it is possible that you were not named as a beneficiary, though you have reason to believe you have rights to an…

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How to Handle the Probate Process Successfully

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For many people, the probate process is something they only go through a few times throughout their life whenever a family member passes away. At times, it can feel stressful and complicated. If you are entirely unfamiliar with probate in Pinellas County, there are many steps and different people involved. A probate lawyer can assist…

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Establishing a Trust

Establishing a Trust 042021

Trusts can often be misunderstood. Many may assume a trust is only an option for the very wealthy. However, establishing a trust can benefit your loved ones after your passing regardless of your financial status. As part of Financial Literacy Month, we are sharing a bit of information about trusts and why they may be…

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Estate Planning Is Not Just for the Elderly & Wealthy

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April is National Financial Literacy Month. We thought it would be the perfect time to talk about estate planning for those in their 20s and 30s. Many in this age range may assume, if they are not currently wealthy or have many assets, that they do not need to work with an estate planning attorney.…

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Tips for Your Personal Representative From Your Probate Attorney

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The personal representative you appoint to handle your affairs after your passing will have a lot of responsibility. Although it is never easy or enjoyable to talk about your final wishes, doing so can make the process easier for your loved ones in the future. Here are some tips to help you prepare your executor…

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