The Florida Planning Law Firm

A Law Firm Dedicated to Success for All of Our Clients

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IS A TRUST A SUBSTITUTE FOR A WILL?

No, in most situations. A trust may be used in addition to a will. This is because a trust can handle only the property that has been put into it. Any property of a person that is not placed in the trust either during life or at death in most instances escapes the control of the trust. It is the will that controls all property in a decedent’s name at the time of death if the will is drafted properly. Trusts can be helpful to speed administration and save taxes if they are drafted properly and funded during life with the property intended to be transferred by the trust. Often, however, improperly drafted or incorrectly funded or administered trusts can add to the cost of settling estates, not lower it. Furthermore, it is the probate of the will that can clear creditors’ claims, which is not possible with just a trust administration.

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Practice Areas

Estate Planning
Probate
Guardianship
Taxation

Business Formations
Asset Protection
Adoptions
Special Needs Planning

Welcome to Short, Setzer, Cowart, The Florida Planning Law Firm

We offer clients individually tailored estate planning advice that leverages their ability to transfer wealth to future generations while minimizing taxes, risk of loss and family acrimony. We have extensive experience representing individuals and businesses to preserve and pass on our clients’ lifetime of hard work, vision, and sacrifice. We welcome the opportunity to discuss your needs, our qualifications, and fee structures with respect to estate planning and trust and estate administration. We are a caring and compassionate law firm working hard to assist our clients pass on their Family Wealth and Legacy to their loved ones!
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Connect With Us

625 Atlantic Blvd. Atlantic Beach, FL 32233

Tel: (904) 853-6268
Fax: (904) 853-5671

info@floridaplanninglaw.com

Mission Statement

To provide our clients with the highest level of service, focused on exceeding their individual needs. To provide our employees with a supportive environment that facilitates personal and professional growth and success.

Why Do I Need A Will?

Having a will is arguably one of the most important things you can do for yourself and your family. Not only can a will legally protect your spouse, children, and assets, it can also spell out exactly how you would like things handled... more

Our Location

We are located in the heart of Atlantic Beach west of Monahan Jewelers and east of the Wine Warehouse and Soup’s On. Click here for an interactive map and contact information.

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