Trusts, Estates, and Medicaid Planning

ESTATE PLANNING ATTORNEYS

Florida Estate Planning Attorneys

Estate planning is the legal process of arranging how your assets will be managed during your lifetime and distributed after death. A properly structured plan — including a will, powers of attorney, healthcare directives, and often a trust — helps ensure your wishes are carried out, can reduce the burden on your family, and may help your estate avoid or minimize probate. McFarland Gould Law Firm has guided Tampa Bay individuals and families through estate planning for decades, serving clients across Pinellas, Hillsborough, and Pasco counties from six office locations. Free initial consultations are available. Call 727-461-1111.

Senior Partner Gary W. Lyons handles estate planning matters across Tampa Bay, drawing on more than 40 years of Florida legal experience.

What Documents Do I Need?

At a minimum, every adult should have a valid will, a durable power of attorney designating someone to handle financial matters if you become incapacitated, a healthcare surrogate designation authorizing a trusted person to make medical decisions on your behalf, and a living will expressing your end-of-life care preferences. For those with significant assets, blended families, or a desire to avoid probate, a revocable living trust is often a central part of the plan.

Our Approach to Estate Planning

We take the time to understand your family’s specific situation and goals before recommending a plan. Our attorneys draft wills and trusts, establish powers of attorney and healthcare directives, and coordinate beneficiary designations so your full estate plan works together as intended — not as a collection of disconnected documents.

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    Frequently Asked Questions

    What estate planning documents does every adult need?

    At a minimum, every adult should have a valid will, a durable power of attorney, a healthcare surrogate designation, and a living will. Those with significant assets or complex family situations may also benefit from a trust. An attorney can help you determine which documents fit your specific situation.

    What is the difference between a will and a revocable living trust?

    A will takes effect at death and must go through probate before assets are distributed. A revocable living trust can hold assets during your lifetime and transfer them to beneficiaries without probate, often more quickly and with greater privacy. Both let you specify how assets are distributed, but a trust generally requires more upfront planning to fund properly.

    What happens if I die without a will in Florida?

    If you die without a valid will, Florida’s intestate succession laws determine how your assets are distributed, which may not match your actual wishes. For example, if you are married with children from a prior relationship, the law may divide your estate in a way that creates conflict. A will ensures your intentions are legally recognized.

    How often should I update my estate plan?

    It is a good idea to review your estate plan every three to five years, or after a major life event such as marriage, divorce, the birth of a child or grandchild, a significant change in assets, or the death of a named executor or beneficiary. An outdated plan can create confusion or fail to reflect your current wishes.

    Can proper planning help my family avoid probate?

    Yes. Assets held in a revocable living trust, jointly titled with rights of survivorship, or with named beneficiaries generally pass outside of probate. Strategic planning with an attorney can minimize or eliminate the need for probate for most of your estate, saving your family time and expense.

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    STEP 3

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    We go to battle for you. Our team of powerhouse attorneys will get to work and update you regularly on your case.

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