Financial Literacy Extends to Your End of Life Plans

sitting with an estate lawyer for end of life plans

Financial literacy is much more than understanding not to spend more than you make and to pay your bills on time. True financial literacy includes an understanding of income, investments, retirement, tax implications of your income and investments, and even what will happen to your wealth upon your death. As an estate attorney we help…

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Why You Should Contact a Family Law Firm When You Marry

legal documents you need after you marry

No one ever thinks that their lives will end tragically. However, it seems that every time we turn on the news there is another tragic death in Clearwater, Largo, St. Petersburg, or the Tampa Bay area. There is always someone left behind who has to take care of the deceased person’s belongings and more. When…

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5 Things You Should Do Post Divorce

post divorce guidance

No matter how long and complicated or quick and simple your divorce, there are things you need to do once it is finalized. Some things you can do yourself, other things are best done with the help of a family law attorney. These things protect you and your family in the future. 1. Change Your Beneficiaries…

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3 Ways Probate Lawyers Help the Executor

couple meeting with a probate attorney

As the executor, or personal representative, of an estate, you have a lot of work ahead of you. Although there are some cases where you are not required to hire a probate attorney, there are many reasons why you should. Probate lawyers make the process less stressful and less time consuming for you. If you…

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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

Estate Lawyer 021822

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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