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Estate Planning Law Firm in Florida

Port Richey lawyers preparing wills, trusts and advance directives

A well-prepared estate plan gives you confidence that your affairs will be handled according to your wishes. The knowledgeable attorneys at Delzer, Coulter & Bell, P.A. help you create a comprehensive estate plan that provides for your needs as well as those of your family and heirs.

The importance of a will

In the absence of a will, the probate court follows Florida’s intestacy laws and may not distribute your property as you would prefer. If you have minor children or dependent adults, it is important for your will to designate:

  • A trustee to manage their assets
  • A guardian to assume custody

The law firm of Delzer, Coulter & Bell, P.A ensures that your will addresses all critical issues of your estate.

The benefits of a living trust

Living trusts are beneficial for most people who have reached retirement age — and for many people who have not. The primary advantages of a living trust are:

  • Avoidance of probate costs and delays
  • Management of assets in the event of incapacity without court supervision

Delzer, Coulter & Bell, P.A. makes an assessment of your particular needs and objectives, preparing customized trust documents and helping you transfer assets into your living trust.

Alternatives to living trusts

A living trust may not be needed if your estate is small. You may be able to protect your assets from probate by using enhanced life estate deeds (a/k/a Lady Bird Deeds) and payable on death accounts.

The lawyers at Delzer, Coulter & Bell, P.A., evaluate your assets and recommend techniques that will protect your assets and family most efficiently.

The effect of inheritance on government disability benefits

When you or a loved one has a disability and receive need-based government assistance, such as Supplemental Security Income (SSI) or Medicaid, an inheritance can exceed the federal asset limits and result in the loss of benefits. You may need a:

  • Self-settled special needs trust
  • Third-party special needs trust

Delzer, Coulter & Bell, P.A recommends the special needs trust that is appropriate to your situation and helps you properly administer it.

If you become incapacitated

You can create advance directives to provide for your care in the event you become incapacitated. Learn more about how the firm helps you with living wills, durable powers of attorney and other aspects of elder law.

Organize your affairs carefully with help from knowledgeable lawyers

For over 50 years, Delzer, Coulter & Bell, P.A., has worked with people in Florida to create effective estate plans. When you are ready to prepare for the future, reach out to their experienced attorneys. Call 877.815.4218 or contact the firm online. Your consultation is free.