Daily, Montfort & Toups is a Tax and Estate Planning Law Firm in Florida, offering professional legal services to the St. Petersburg, Venice, Osprey, and Sarasota communities. One of the main practice areas of an elder law attorney is Medicaid planning. When done properly, Medicaid Planning allows seniors to preserve their life savings and qualify for Medicaid.
Estate planning is an all-encompassing process which helps you put order into your life and prepare for any scenario which can unfold in the future, including your incapacitation and death. Probate is a court controlled mechanism where the court transfers assets from someone who died (decedent) to the decedent's beneficiaries. The beneficiaries are those listed in the decedent's Will.
The IRS will gladly use scare-mongering to submit regular taxpayers into compliance. And while a majority of tax infractions are described as crime, criminal investigations are reserved only for the worst offenders. High dollar cases are forwarded to special IRS divisions of highly trained, seasoned agents.
Estate planning is an all-encompassing process which helps you put order into your life and prepare for any scenario which can unfold in the future, including your incapacitation and death. Probate is a court controlled mechanism where the court transfers assets from someone who died (decedent) to the decedent's beneficiaries. The beneficiaries are those listed in the decedent's Will.
The IRS will gladly use scare-mongering to submit regular taxpayers into compliance. And while a majority of tax infractions are described as crime, criminal investigations are reserved only for the worst offenders. High dollar cases are forwarded to special IRS divisions of highly trained, seasoned agents.
Services
Proficient in all matters tax and IRS, our lawyers can answer all your questions in a free consultation!
Our firm is dedicated exclusively to the practice of IRS tax representation.
We understand that dealing with the IRS can have a serious mental and physical impact on our clients.
Our goal is to help our clients resolve IRS tax issues quickly while negotiating the most favorable resolution possible.
We believe that our combination of fifty plus years of tax experience and aggressiveness makes all the difference when we represent clients in front of the IRS.
Our firm is dedicated exclusively to the practice of IRS tax representation.
We understand that dealing with the IRS can have a serious mental and physical impact on our clients.
Our goal is to help our clients resolve IRS tax issues quickly while negotiating the most favorable resolution possible.
We believe that our combination of fifty plus years of tax experience and aggressiveness makes all the difference when we represent clients in front of the IRS.
Our offices have years of experience in dealing with many legal conerns including elder law, IRS cases, and estate planning.
Daily, Montfort & Toups are helping adults and seniors put their lives in order through professional elder law services.
We're dedicated to our clients and work to improve their quality of life and help them achieve peace of mind for more than two decades!
Learn more about our Elder Law and Medicaid Planning services below.
Our attorneys can help you create a robust strategy for protecting your personal and businesses assets in a number of situations.
Daily, Montfort & Toups are helping adults and seniors put their lives in order through professional elder law services.
We're dedicated to our clients and work to improve their quality of life and help them achieve peace of mind for more than two decades!
Learn more about our Elder Law and Medicaid Planning services below.
Our attorneys can help you create a robust strategy for protecting your personal and businesses assets in a number of situations.
Our attorneys can help you create a robust strategy for protecting your personal and businesses assets in a number of situations.
We can help with trust administration, business succession planning, and designating beneficiaries.
Learn more about our estate planning services below.
Proper estate planning is crucial in order to ensure your assets and most valuable property is protected and managed in the most cost-effective way.
We created the firm because we believe our solutions truly help clients achieve a better quality of life.
We can help with trust administration, business succession planning, and designating beneficiaries.
Learn more about our estate planning services below.
Proper estate planning is crucial in order to ensure your assets and most valuable property is protected and managed in the most cost-effective way.
We created the firm because we believe our solutions truly help clients achieve a better quality of life.
Daily, Montfort & Toups are helping adults and seniors put their lives in order through professional elder law services.
We're dedicated to our clients and work to improve their quality of life and help them achieve peace of mind for more than two decades!
Learn more about our Elder Law and Medicaid Planning services below.
I've had the pleasure to work with Mr. Daily for over 20 years, and he has always found the time to counsel and explain the best course of action.
Mr. Daily helped me get out of a tax situation that could have forced the dissolution of my business and ruined my credit.
We're dedicated to our clients and work to improve their quality of life and help them achieve peace of mind for more than two decades!
Learn more about our Elder Law and Medicaid Planning services below.
I've had the pleasure to work with Mr. Daily for over 20 years, and he has always found the time to counsel and explain the best course of action.
Mr. Daily helped me get out of a tax situation that could have forced the dissolution of my business and ruined my credit.
Probate is a legal procedure that handles the transition of assets and property after a person's death.
Dialy & Toups can suggest alternatives that will bypass the probate procedure, transfer the assets cost-effectively and protect it against any claims.
Learn more about our probate services below.
Probate is a court controlled mechanism where the court transfers assets from someone who died (decedent) to the decedent's beneficiaries.
The beneficiaries are those listed in the decedent's Will.
When the decedent dies with a Will we refer to this as the decedent dying testate.
Dialy & Toups can suggest alternatives that will bypass the probate procedure, transfer the assets cost-effectively and protect it against any claims.
Learn more about our probate services below.
Probate is a court controlled mechanism where the court transfers assets from someone who died (decedent) to the decedent's beneficiaries.
The beneficiaries are those listed in the decedent's Will.
When the decedent dies with a Will we refer to this as the decedent dying testate.
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