Lutz Estate Planning Attorney
As a Lutz resident, you have worked hard to build your life and accumulate assets, such as your home, investments, and family heirlooms. But have you taken the right steps to protect those assets and provide for your loved ones after you’re gone? That is why you need an experienced Lutz estate planning attorney.
David Toback is an estate planning lawyer right here in Lutz who can guide you through the process of getting your affairs in order. He has helped many clients just like you create comprehensive estate plans that accomplish their goals for passing on their legacy.
- Asset Protection
- Business Succession Planning
- Business Transaction & Formation
- Charitable Remainder Trust
- Defective Grantor Trust
- Dynasty Trust
- Elder Law & Medicaid
- Family Limited Partnership
- Grantor Retained Annuity Trust
- Grantor Retained Income Trust
- Gun Trusts & Estate Planning
- International Estate Planning
- Irrevocable Life Insurance/Crummey Trust
- Living Wills
- Medicaid Planning
- Power of Attorney
- Probate
- Qualified Terminable Interest Property Trust
- Revocable Living Trust
- Trusts
- Wills
Why Do Lutz Residents Need an Estate Plan?
Without a proper estate plan in place, there is no guarantee that your wishes will be carried out regarding your assets and family’s financial future after your death. The state of Florida’s intestate laws would determine how your estate is distributed and it may not be how you would want.
In addition to avoiding intestacy, here are some other key reasons to work with David Toback on an estate plan:
- Name legal guardians for your minor children
- Minimize estate taxes and legal fees
- Provide for children or loved ones with special needs
- Prevent family conflicts by detailing your exact wishes
- Ensure your assets are transferred privately outside of probate
- Set up long-term care and life-prolonging medical preferences
Comprehensive Estate Planning Services in Lutz
David Toback provides truly comprehensive and customized estate planning services tailored to each client’s unique situation and goals. He takes the time to thoroughly understand your stage of life, family dynamics, assets, and legacy wishes.
Some of the estate planning instruments David can prepare include:
- Last Will and Testament
- Revocable Living Trust
- Durable Power of Attorney
- Living Will / Advance Healthcare Directive
- Designations of Healthcare Surrogate
- Special Needs Trusts
- Life Insurance Trusts
- Charitable Trusts
- Family Limited Partnerships
He can also assist with probating a will for those who have lost a loved one as well as ongoing trust administration after establishing a trust-based estate plan.
It is crucial to work with an estate planning lawyer in Lutz you feel comfortable with and who understands the local landscape. As a solo practitioner, David Toback provides truly personalized service and can devote his complete attention to your family’s estate planning needs.
David is highly knowledgeable in Florida estate laws and regulations. But as a longtime Lutz resident himself, he also has an inside understanding of the local community, common situations families find themselves in, and the unique needs of his neighbors.
This makes David Toback an ideal choice as your trusted estate planning advisor for protecting your Lutz legacy.
Contact Our Lutz Estate Planning Attorneys
At David Toback Attorney at Law, we encourage all Lutz residents – regardless of wealth level – to take control of their family’s future through proper estate planning. We offer a free initial consultation where you can discuss your specific goals and situation and learn how he can help. Contact David Toback’s office today to schedule your estate planning consultation for your peace of mind as a Lutz resident.
