Experienced Tampa Bay Area Estate Planning Services

Estate planning advice in Florida

You worked your whole lifetime to accumulate the assets you own. At Phillip A. Baumann, P.A., we help you preserve what is yours for the benefit of your heirs, at the lowest tax cost possible.

We have helped countless individuals and families in our 30 years of exclusive estate planning. When planning for your estate, there simply is no substitute for highly qualified, experienced representation. Firm founder Phillip Baumann is certified by the Florida Bar as a specialist in Wills, Trusts, Estates. All of our estate planning attorneys keep abreast of ever-changing tax and estate laws.

We take the time to get to know you and help you define your goals. We review your family situation, finances, home and real estate ownership, employment, investments, and business interests. We advise you of the estate planning strategies best suited to achieve those goals and ensure you have the information necessary to make well-reasoned decisions.

Clients rely on our expertise to create estate plans that facilitate the handling of wills, trusts, taxes, insurance, property distribution, and the care of minor children. Our plans are sound and designed to withstand challenge. We know from our decades of extensive estate and trust litigation that inadequate estate plan documents can lead to expensive court battles.

Goal Achievement

Our time-tested strategies include those designed to:

• Minimize estate taxes
• Minimize or streamline probate court involvement
• Achieve family goals such as:
  • Educating children
  • Appointing guardians for minor or incapacitated children
• Achieve charitable goals
• Install the people or institutions of your choosing to carry out your instructions and achieve your intentions

Documents you should consider when meeting with us include:

Life Planning

At Phillip A. Bauman, P.A., we can incorporate life planning in your estate plans, including:

• Disability planning
• Appointment of a health care surrogate
• Advice concerning do not resuscitate orders
• Living wills that will be honored in the hospital room, where it counts

Consultation

We would be glad to consult with you about your estate plan. Because our most important and valuable advice comes in the initial consultation, we charge for that consultation and advice. Our consultation fee for one hour is $350.00, payable at the time of the consultation. We will advise you of the kinds of documents you will need to carry out your estate planning goals and will quote you a price for those documents before we begin to draft them. To make your appointment with us as valuable and efficient as possible, please click on one of our estate planning guides below, fill it out, and bring it with you.

Estate Planning Guide for Couples     Estate Planning Guide for Single People

Let Us Help

Your choice of an estate law attorney is vital to successful estate planning. Contact Phillip A. Baumann, P.A. for a comprehensive estate plan designed to meet your specific needs.

The Tampa estate planning law firm of Phillip A. Baumann, P.A., specializes in estate planning, wills and probate, estate, trust and guardianship administration, and estate and trust litigation in Tampa, Sun City Center and throughout Florida.  Ask about our estate planning services today.

Exceptional service.  Tenacious advocacy.