Estate planning is a necessary step in planning for the future and ensuring your wishes are honored in the event of your absence. Yet, it’s a task many of us prefer to put off, often due to its complexity or the awkward feelings that spring up when contemplating our mortality. However, the reality is that without a well-considered plan in place, you leave the future of your assets and the welfare of your family uncertain and at risk.
Johnny Bardine is here to help you come up with a plan to avoid a messy probate battle should the worst unexpectedly happen. He understands the intricacies of estate planning and is committed to providing personalized advice tailored to your specific financial needs and goals. With Johnny’s guidance, you can create a comprehensive estate plan that clearly lays out your wishes and allows your family to march confidently toward the future, no matter what happens.
Don’t procrastinate until it’s too late. Contact The Johnny Bardine Law Firm today to get started.
A Florida Living Trust offers numerous benefits, providing flexibility and control over your assets both during your lifetime and after. It’s a powerful tool in estate planning that can simplify the transfer of assets and provide peace of mind.
There are three components to a living trust, including:
The Trustor, who creates the trust and transfers assets into it
The Trustee, who manages the assets in accordance with the Trustor's instructions
The Beneficiary, for which the trust was designed to benefit
Often, the trustor themselves act as the initial trustee, managing their assets during their lifetime. They can change the conditions of the trust as they see fit. However, in the event of the trustor’s death or incapacitation, another trustee, often a trusted family member, friend, or professional trust management company, is typically specified to take control of the trust.
Correctly setting up a trust is crucial to ensuring a smooth transition of assets and avoiding complications in the future. With proper planning and execution, a trust can provide stress-free benefits to your beneficiaries, eliminating potential disputes and confusion. Johnny’s expertise can help guide you through this process, securing your legacy and your family’s future.
Estate planning is not just for the wealthy or the elderly. In fact, it’s especially important for young families. If you have young children, estate planning allows you to make critical decisions that affect the future, such as appointing a guardian for your children should anything happen to you and your spouse. It also ensures that your children will be provided for financially, with assets set aside expressly for their care and education. Even if you’re just starting to build your assets, having a plan in place provides a roadmap for the future growth and distribution of your estate. It’s about providing security and peace of mind for your family, no matter what the future holds.
Don’t leave your family’s future to chance. Take the first step towards securing their well-being today. Our team is proud of the work we do every day, helping St. Petersburg and Tampa Bay residents effectively plan for the future. We are ready to guide you through every step of the estate planning process, providing the expertise and personalized service you need to create a plan that reflects your wishes and protects your legacy. You can contact us at (727) 605-7078 or 24/7 through our website.
