Helping You Protect What Matters Most
At Tampa Bay Elder Law Center, we understand that planning for the future isn’t always easy, but it is essential. Our Estate Planning services in Tampa are designed with real families in mind, not billionaires or corporations, but everyday people who want peace of mind, protection, and guidance for the road ahead.
Tampa Bay Elder Law Attorney works with clients across Hillsborough, Pinellas, and Pasco Counties. We focus on comprehensive, long-term planning that addresses your needs today and prepares you for the future.
What is Estate Planning?
Estate planning is the process of putting legal documents in place to protect your assets, your health care wishes, and your family’s future. But at Tampa Bay Elder Law Center, estate planning includes more than just a will, it’s about designing a plan that helps individuals and families to avoid probate, and maintain control over their finances and health decisions.
Wills and Trusts
Will and trust administration involves carrying out the wishes of a deceased or incapacitated individual as outlined in their estate planning documents. Tampa Bay Elder Law Center can guide you through every step of the process with clarity and care.
Our team will assist you with:
- Last Will and Testament – A legal document that outlines how a person’s assets should be distributed and who should care for minor children after their death.
- Revocable Living Trusts – A flexible estate planning tool that allows individuals to manage their assets during life and avoid probate by transferring ownership to the trust.
- Qualified Income Trusts (for Medicaid planning) – A special type of trust used to help individuals with high income become eligible for Medicaid long-term care benefits.
Durable Power of Attorney
A Durable Power of Attorney gives someone you trust the authority to manage and handle financial matters. We help you understand your options and designate the right person for this important role.
Health Care Surrogate Designation & Living Will
Ensure that your health care choices are honored with:
- A Health Care Surrogate Designation – naming someone to make medical decisions for you if you are unable.
- A Living Will – documenting your preferences regarding end-of-life care and life support.
Lady Bird Deeds
Also known as an Enhanced Life Estate Deed, a Lady Bird Deed allows your home to pass directly to your heirs upon your death, without going through probate. It’s an effective and affordable tool for Florida homeowners planning for the future.
Tampa Bay Elder Law Center?
We aren’t just legal professionals, we’re your partners in planning. At Tampa Bay Elder Law Center:
- We care. We listen. We guide you with compassion.
- We explain things in plain English, not legal jargon.
- We customize your plan based on your family, your assets, and your long-term care concerns.
- We help clients from all walks of life, from those with a few assets to those with more complex estates.
Whether you’re planning ahead or facing a crisis, we’re here to help you navigate estate planning with confidence and clarity.
Who We Serve
Our typical clients are:
- Middle-aged or older adults
- Adult children caring for aging parents
- Couples planning for retirement
- Families dealing with dementia, Alzheimer’s, or chronic illness
You don’t need to be wealthy to protect your future, you just need the right plan.
Peace of Mind Starts with a Plan
We know how overwhelming it can feel to make legal decisions. That’s why we make the process as simple, friendly, and stress-free as possible. From wills and trusts to powers of attorney and Lady Bird deeds, we’ll walk you through every step and answer your questions.
About Estate Planning in Tampa
Create a will or trust
Ensure assets are structured to follow the terms of the Will or Trust
Establish durable powers of attorney
Choose health care surrogates and create a living will
Review and update beneficiary designations
Asset protection strategies may include a variety of legal strategies. These tools can help shield your home and savings from being spent down on long-term care.
This refers to Medicaid’s look-back period. If you try to transfer any assets within five years of applying for Medicaid, you may face a penalty period before benefits can begin. Proper planning helps avoid this issue.
Contact Tampa Bay Elder Law Center for Estate Planning Assistance in Tampa
If you’re ready to create or update your estate plan in Tampa, Tampa Bay Elder Law Center is here to help. We’ll make sure your documents are legally sound, your wishes are clear, and your future is secure.
Call today to schedule a consultation today.
Let’s create a plan that gives you and your family peace of mind.
