Areas of Specialty
What is Estate Planning?
Estate planning prepares legal documents and arrangements, manages assets, and considers beneficiaries, taxes, guardianship, healthcare directives, and charitable contributions. It’s essential to ensure asset management according to personal wishes, minimize legal disputes and financial conflicts for heirs. Proper estate planning achieves long-term financial goals, maintains financial security for your family, protects your assets to pass on to your loved ones, and provides peace of mind for the future.
For more Click here!
What is Trust Administration?
Trust Administration manages a legal arrangement called a trust where property or assets are held on behalf of beneficiaries. A trustee, appointed by the grantor, manages the assets and distributes them as instructed in the trust document. This involves paying bills, managing investments, preparing tax returns, and communicating with beneficiaries. Trust Administration is complex and time-consuming, so it’s recommended to seek guidance from an attorney or financial professional to ensure proper management and disbursement.
For more Click here!
Probate is a legal process conducted through the courts to distribute an estate of a person who passes without a complete estate plan. The process includes settling final expenses and debts, transferring real property, and distributing financial assets to loved ones. While the process can be complicated, time consuming and confusing, we are here to help guide you through the process during this difficult time.
For more click here!
Roefaro Law
Living life to the fullest and prioritizing the well-being of yourself and your family are important values. Although it may be uncomfortable to consider accidents, emergencies, and mortality, it is crucial to plan ahead to ensure the interests of your loved ones are safeguarded. Estate planning is a viable solution to prepare for unexpected circumstances such as incapacitation or disability, and guarantee that your wishes are respected.
Roefaro Law provides empathetic and efficient legal services to tackle significant challenges faced by individuals and families. We cater to various types of families, including those with special needs children, elderly members requiring long-term care, same-gender families, and blended families like the “Brady Bunch.” Additionally, we understand that pets are an integral part of many families, and offer pet trusts to ensure their well-being too.
If you reside in Trinity, Clearwater, Safety Harbor, or any of the surrounding areas of Tampa Bay, do not hesitate to contact us. Allow our firm to assist you in navigating the complexities of estate planning and elder care, and help you protect what matters most.