Contact us for a Free Consultation.
allie@palmlegalflorida.com
(727) 480-3907
500 2nd St. Unit 2
Indian Rocks Beach, FL 33785
BUSINESS PLANNING
CONTRACT REVIEW & DRAFTING
Every business owner and nonprofit organization should consider which contractual agreements they need in order to best protect their entity and plan for future issues.
Palm Legal works with nonprofits, start-ups, entrepreneurs, and established businesses to determine which contracts they need, review and edit existing agreements, and draft new contracts.
We can help protect you and your business or organization with Non-Disclosure Agreements, Confidentiality Agreements, Liability Waivers, Independent Contractor Agreements, and more. Palm Legal also works with businesses to draft, review, and negotiate Purchase and Sale Agreements. Whether you are a sole proprietor, or established corporation, with Palm Legal on your side, you can protect what matters most.
BUSINESS PERMITTING
Whether you’re buying an existing business or starting a new one, Palm Legal can help you transfer or apply for all necessary permits and licenses with the city, county, and state. From Business Tax Receipts, Sales and Use Tax Registration, licenses with the Department of Business and Professional Regulation, Health Department, Florida Department of Agriculture and Consumer Services, or Division of Alcohol and Tobacco, we’ll help figure out and obtain what you need.
“Allie drafted a contract for my business. She is focused, professional, and reliable! She listens carefully to the goal at-hand and executes it with grace, meeting all deadlines. Her relaxed yet professional attitude is refreshing and allows you to feel at ease - while ensuring your goals are met in a timely manner.”
— Heather S.
LLC AND CORPORATION FORMATION AND REPORTING
Which entity is right for you? Palm Legal works with you to determine the best entity to form for your needs and goals. When you’re ready to form your business, we will help with the entire process or just the pieces you need. Once your entity is formed, we can help keep it in compliance by filing your BOI Report and Annual Reports.
NONPROFIT FORMATION
When you have a passion you want to turn into a nonprofit entity, Palm Legal is your go-to for making it a reality. From Articles of Incorporation, to IRS tax exemption, Bylaws, Contracts, and everything in-between, we’ve got you covered so you can focus on making the world a better place!
“Allie was amazing as she helped us navigate the process of opening a nonprofit from state and federal documents to internal documents. She was so supportive throughout the entire process. She was able to answer and provide guidance to any questions we had. We highly recommend her!”
— Sara & Fernando G.
ESTATE PLANNING
WILLS AND TRUSTS
Every estate plan contains a Last Will and Testament, Living Trust, or a combination of both. What are they and How do you decide which is best for you?
A Will is a legal document that allows you to plan what you want to happen with your assets (real and personal property), among other things, at the time of your death. Your Will should plan for beneficiaries to inherit your assets, a personal representative to settle your affairs and guide your Will through probate, powers granted to the personal representative, a guardian for any minor children in case both parents are no longer alive, a custodian to manage any property distributed to minor children, and other final instructions regarding your estate.
A Trust is a legal contract between the Trustmaker and the Trustee. The two most common types of Trusts in estate planning are the Revocable Living Trust and the Irrevocable Living Trust. Revocable means you can modify or completely revoke your trust while you are alive and competent. Irrevocable means it is not able to be modified or nullified.
A Revocable Living Trust is often used, along with a backup or pour-over Will, in order to avoid probate and plan for the distribution of your assets. Another benefit of a Trust is, unlike a Will, Trusts do not become public record upon your death.
Deciding whether you want your estate plan to include a Will or Trust is a personal choice you should make along with an Attorney who will help you come to the best fit for your current needs, goals, and situation. You may decide to make a Will at one stage of your life and a Trust at a different stage of your life. There is no one-size-fits-all estate plan.
“Allie has handled my personal estate, as well as real estate issues. I know her to be of the highest integrity. I have been impressed by her intelligence, clear understanding of the law, and her willingness to work with her clients. Everything has been done promptly, thoroughly, and professionally. You can count on her for outstanding representation.”
— Terry W.
MEDICAL DIRECTIVES & LIVING WILLS
You may hear these documents referred to in a number of ways, including an Advanced Medical Directive, Medical Power of Attorney, Designation of Health Care Surrogate, and Living Will.
In general, a Medical Directive includes your Designation of Health Care Surrogate, who is the person you name to make medical decisions for you if you are unable to make them. You can also use this document to designate someone as your guardian or conservator in the event a court determines you have become mentally incapacitated.
Living Wills contain instructions to your health care surrogate and doctors about whether or not you desire to receive life-sustaining procedures if you have been diagnosed with a terminal or end-stage condition, or are in a persistent vegetative state. It also gives other guidelines to your family members you wish to be carried out.
FINANCIAL POWER OF ATTORNEY
Another document to consider including in your estate plan is a Financial Power of Attorney. This is often referred to as a Durable Power of Attorney, which goes into effect once it is signed and remains valid even if you become incapacitated.
In a nutshell, a Financial Power of Attorney grants your designated agent the power to manage assets which are held or titled in your name. For instance, your agent can sign on your behalf for any financial transaction you can sign for. There are many reasons to include a DPOA in your estate plan, but it is a very powerful document, which grants your agent vast power. You and your Attorney should discuss the specific powers you wish or do not wish to grant in this document before completing it.
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Contact us for a Free Consultation.
allie@palmlegalflorida.com
(727) 480-3907
500 2nd St. Unit 2
Indian Rocks Beach, FL 33785