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Estate & Trusts Planning

Coleman Law Firm in Clearwater, FL is here to help you ensure your wishes are met

Where there is a will, there is a way

Planning your future often involves saving money for a new car, a mortgage, a business, children or retirement. However, many people fail to plan for something that can affect all these other plans in a blink of the eye – losing their lives. If you die without having your assets accounted for, it can cause serious problems for your family’s finances and stability. Do not allow this to happen to your loved ones. Speak with a Clearwater estate planning lawyer today.

The Coleman Law Firm helps clients address this sensitive topic and develop plans for the distribution of their property after death. Attorney Jeffrey Coleman has more than 25 years of experience handling estate planning, administration and probate matters for his clients. Let him put his knowledge and skill to work for you and your family.

Do you have minor children?

You need to designate a guardian and a trustee to assist with the money and family issues if you are no longer available.

Do you own real estate outside of Florida?

You will have a probate action in multiple states. Putting your out-of-state property into a living trust can mean avoiding the additional expense of an out-of-state ancillary probate.

An experienced Clearwater estate planning attorney

The Coleman Law Firm handles a wide variety of estate planning matters and has extensive experience drafting, reviewing and executing the following:

  • Wills
  • Spousal and children’s trusts
  • Insurance trusts
  • Special needs trusts
  • Revocable living trusts
  • Irrevocable trusts
  • Advance medical directives
  • Powers of attorney (general, special and medical)
  • Do Not Resuscitate Orders

Attorney Coleman personally evaluates your financial situation and personal wishes to determine the best strategy to distribute your assets after death. No matter what level of income you earn, Attorney Coleman can help you develop a plan that works for you and your family.

Estate planning entails business planning too!

Tough questions that people were not prepared to think about often arise during these consultations. For example, if you are partners with someone in a business venture, how would you feel about your spouse carrying on the business with your partner? Would you want that? To remedy potential problems like these, Attorney Coleman takes into account wills, taxes, insurance, property and trusts so as to gain the maximum benefit of all laws while carrying out your desires. For more information, please visit our Estate Planning blog or feel free to contact the firm at 727.461.7474.

Probate and estate administration

The firm also offers assistance in estate administration and probate matters across Florida. When a person dies without a will, their assets and debts enter into probate. In probate, the deceased person’s debts are paid and any remaining assets are then distributed to their relatives and descendants. Estate administration includes the probate process as well as any non-probate transfers of the deceased’s assets, such as:

  • Annuities
  • Assets held in trusts
  • Estate taxes
  • Life insurance
  • Qualified retirement plans

Attorney Coleman helps families through these troubling times and often represents their interests in probate court. He works tirelessly to ensure that the deceased’s assets are distributed properly and assists in resolving outstanding debts, managing the money and setting up instruments to ensure future financial stability.

Do you want your children to receive their inheritance at the age of 18? Call now about a family trust!

Call the Coleman Law Firm at 727.461.7474 or Request a time to talk with the firm online to schedule a free initial consultation. From offices conveniently located throughout Pinellas and Hillsborough counties, the firm represents people living in Clearwater, Tampa, St. Petersburg, Dunedin, Largo, Palm Harbor and all surrounding areas. We welcome the opportunity to help you today.

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