Address: 570 2nd Ave S, St. Petersburg, FL 33701, USA
Phone: +17278965191
Sunday: Closed
Monday: 9AM–5PM
Tuesday: 9AM–5PM
Wednesday: 9AM–5PM
Thursday: 9AM–5PM
Friday: 9AM–5PM
Saturday: Closed
Leslie Dempsey
I really enjoyed working with Mike for my estate planning needs. As an attorney myself, I really appreciated his thorough explanations and his clear guidance which helped me determine what was best for me. Overall it was a positive experience and I would not think twice before recommending him to others.
Alan Aipel
My financial planner steered me to Mike. As a long time St. Pete resident, I've been familiar with the Mastry family. Mike made the whole Will package experience truly easy for my wife and I to understand and execute. He is very well organized which made things go smoothly from start to finish. He's also a nice guy. Highly recommended. I will refer him to friends whenever I can.
Kelly Hustedde
My husband and I were procrastinating setting up our estate plan, but we knew it was absolutely necessary. We contacted Mike at Mastry Law and started the process. Not only was it a smooth and easy, Mike walked us through all the steps and answers all the questions we had. Once we signed the final documents, we know have peace of mind knowing that our wishes will be carried out. We would highly recommend Mastry Law for your estate planning needs.
G P
What a blessing to have found Mike Mastry. From the time I watched the video on his website, until the time my documents were in place, everything aligned and I knew I’d made the right decision. He is who he says he is. The idea of estate planning was overwhelming to me, but Mike is incredibly organized, and his process is efficient and seamless - but not to the detriment of him being approachable and personable. Mike truly listens. Every “i” was dotted, every “t” was crossed, and every question I had was answered. I got the sense that Mike genuinely wants to help his clients make the best and most informed decisions they can make. Getting my estate planning in place was a goal of mine for the new year, and with his help I was able to accomplish that quickly, efficiently, and impeccably. Highly recommend.
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There are two ways you can name a guardian for your children in Florida. Both are estate planning documents. The first, and most common way, is in your Will. The second way to name a guardian for your kids is through a document called a Declaration of Preneed Guardianship for a Minor, which must be filed with the clerk of courts in the county where you live.
Revocable living trusts are not required to have a Tax Identification Number. Only after the grantor/settlor has passed away and the trust becomes irrevocable will your trust be required to obtain a TIN. Until that time you should use your social security number to identify your trust if necessary.
One of the best things you can do to protect your adult disabled child from losing her disability benefits is to have a trust included in your estate plan. Your trust should include provisions that leave your assets to your daughter in an irrevocable Special Needs Trust or Supplemental Needs Trust. A properly drafted trust will protect her from losing her disability benefits.
At Mastry Law we feel that the essential estate planning documents that everyone should have are: 1 - Will, 2 - Durable Power of Attorney, 3 - Healthcare Power of Attorney, 4 - Living Will, and 5 - HIPAA Release However, because each person's situation and goals are different, it's difficult to answer this question with certainty until you've spoken with an estate planning attorney.
Generally, estate planning fees are not tax deductible. However, the IRS does have a few limited exceptions that allow for estate planning fees to be deducted from your taxes. Estate planning fees would be deductible if they are paid for 1) the management of property held for the production of income, 2) the production or collection of income, or 3) for the determination, collection or refund of any tax.
Probate is the court process of distributing the assets of people who have died without legal arrangements to avoid probate. Probate proceedings can be expensive and time-consuming. Additionally, the court proceeding and associated documents are all a matter of public record. Many people choose to avoid probate in order to save money, spare their heirs a legal hassle, and keep their personal affairs private.
Having a Will is essential, but a Will does NOT prevent your assets from having to go through the probate process before being distributed to your heirs and beneficiaries. To keep assets out of probate they must be exempt from probate by state statute or they must be held in a Trust.
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