Monthly Archives: August 2026
Overrated Estate Planning Strategies in St. Petersburg
Many estate planning strategies in St. Petersburg are overrated, such as ILITs, IAPTs, and POD accounts. As an individual approaching Wills, trusts, and other options for the first time, it might be difficult to discern whether certain strategies are effective or even necessary. How do you determine whether an estate planning lawyer is trying… Read More »
What if a Bank Refuses to Cooperate With a Personal Representative During Probate in St. Petersburg?
As a personal representative, you may come into conflict with various financial institutions as you attempt to gain access to the decedent’s assets. In an ideal world, this process should be relatively easy. Unfortunately, the managers of banks and other institutions may make your job needlessly difficult. What if a bank is preventing you… Read More »
Types of Revocable Trusts in St. Petersburg
Revocable trusts are among the most flexible estate planning strategies in St. Petersburg. Their flexibility stems not only from their revocable nature, but also from the various options they offer. There are many different types of revocable trusts to choose from, and you might want to discuss these options with an experienced estate planning… Read More »
Trust Administration vs. Trust Execution in St. Petersburg
If you’re researching trusts in St. Petersburg, you might have come across the terms “trust administration” and “trust execution.” What exactly is the difference between these two concepts? How does one “execute” a trust? These are questions you might want to ask during an initial consultation with an experienced estate planning attorney. Trust Execution… Read More »