Boyd William O

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Estate Planning Attorneys, Attorneys, Bankruptcy Law Attorneys

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Today: 8:30 am - 5:00 pm

14 Years

in Business

(352) 383-8123Call Visit WebsiteVisit Website Map & DirectionsDirections602 E 5th AveMount Dora, FL 32757 Write a ReviewWrite Review

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Hours

Regular Hours

Mon - Thu:	8:30 am - 5:00 pm
Fri:	8:30 am - 12:00 pm

Places Near Mount Dora with Estate Planning Attorneys

Tangerine (4 miles)
Eustis (7 miles)
Sorrento (7 miles)
Tavares (8 miles)
Zellwood (9 miles)
Grand Island (13 miles)
Astatula (14 miles)
Umatilla (15 miles)

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Email

Extra Phones

TollFree: (888) 416-2468

AKA

William O Boyd PA

Other Links

http://www.boydestatelaw.com

https://boydestatelaw.com/contact

Categories

Estate Planning Attorneys, Attorneys, Bankruptcy Law Attorneys, Divorce Attorneys, Estate Planning, Probate, & Living Trusts, Family Law Attorneys, General Practice Attorneys, Legal Service Plans, Real Estate Attorneys, Tax Attorneys, Wills, Trusts & Estate Planning Attorneys

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Details

Phone: (352) 383-8123

Address: 602 E 5th Ave, Mount Dora, FL 32757

Website: http://www.boydestatelaw.com

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Boyd William O

Divorce
Guardianship
William 0. Boyd and his staff have been providing quality estate planning services for their Central Florida clients since 1976. With offices in Mount Dora, The Villages and Winter Park, they have been able to reach thousands of people who are concerned about protecting their families from devastating legal effects of disability and death. With the aid of public seminars, numerous articles, radio and television interviews and appearances before church and civic groups, Mr. Boyd has championed the use of proper estate planning as a proven way to avoid the loss of family assets through unnecessary legal processes, including the expenses and delays of guardianships and probate, and to minimize or eliminate death taxes.

Trusts and Estates

Estate Planning
We offer a complimentary initial consultation for those interested in learning more about their estate planning options. When you are preparing for your initial meeting, you should complete the Estate Planning Worksheet which will be provided to you by submitting the contact form on this page, or calling us.
Wills
To take advantage of the time you will have with Mr. Boyd at the complimentary initial meeting, it is very helpful to fully complete the Worksheet, giving information not only about your estate (your assets), but also about your family, including any special circumstances regarding your children or grandchildren with respect to their education, medical or physical needs. The Worksheet will also held with the determination of your estate planning goals, aspirations and your needs and desires in doing your planning. You should also consider and identify who you want to appoint as the Personal Representative (executor) of your Will, guardians of any minor children, the successor Trustee of any trust created, surrogates to make medical decisions for you, and the agent to serve under your Power of Attorney. Is also very useful to bring to the initial meeting any current Wills, Powers of Attorney, Living Wills, medical directives, or other estate planning documents you currently have and have them reviewed by Mr. Boyd.
Trusts
Trust administration can be complex and the people you have designated to manage your trust, known as “Trustees”, when you are no longer able to do so must have competent and experienced counsel to guide them through the process. They must make important decisions – sometimes quickly – and they need help to make them wisely. They may need to prepare inventories of your property, prepare tax returns, or sign other important documents on your behalf. Ultimately upon your death, they must divide and distribute your property to those individuals or charities you identified in your will or trust agreement.
Power of Attorney
This is a very powerful document and should be created with great care. It is also a very essential document for everyone over the age of 18. The importance of creating a Durable Power of Attorney is to insure that if, for any reason, you are incapable of handling your own financial affairs due to accident, illness, or unavailability, the person you name (your agent) can step in and handle these matters for you.
Probate

Bankruptcy
Tax Law
Assets such as life insurance, annuities, qualified retirement funds, such as, IRA accounts can avoid probate if a proper beneficiary is designated, as can pay on death (P.O.D.) or transfer on death (T.O.D.) accounts. Assets titled in joint tenancy will pass by law to the surviving joint owner and thereby avoid probate. In Florida, a life estate “Lady Bird” deed can be used to transfer real estate. However, the foregoing methods of avoiding probate can create tax issues, result in loss of control over the property, or result in transfers to unintended beneficiaries, or in the control of beneficiaries who are irresponsible.

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