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St. Petersburg Estate Planning Lawyer > Resources > Estate Planning Newsletter

Learn More about Estate Planning

We are pleased to provide you with a digital copy of our firm newsletter Insight on Estate Planning. We welcome the opportunity to answer any questions you might have about the subjects discussed in our current or archived editions.

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The Most Professional and Outstanding Attorney

William McQueen was recommended to me by a friend who has worked in the legal field for several years. She advised he is outstanding and the best of the best. Mr. McQueen found and corrected many errors and omissions in... Read More

— Marjorie

Peace of Mind

I had talked to several professionals to help me figure out my trusts, will, etc.,and spent thousands. Bill McQueen was referred to me from a friend. Bill actually created a flowchart of "if this, than that" scenarios which made it... Read More

— Jason Caras

In Good Financial Hands

Late last year our daughter and her husband referred us to LPL as they had used the group and were very satisfied. It was the best thing we ever did. We were 10 days from an extensive overseas trip but... Read More

— Thys and Elaine de Beer

Depth of Knowledge and Expertise

I've had the pleasure of working with Bill McQueen and his team on behalf of my client as a Family Office Manager. The quality of every interaction is consistent in the promptness of response, the depth of knowledge and expertise,... Read More

— Pavita

Unique Multifaceted Experience

Bill handled my mother's estate closure including all fillings of the trust and obtaining a trust tax ID number. He advised on asset distribution with siblings. In general, he made a complicated procedure extremely smooth. His legal expertise, accounting knowledge,... Read More

— Kern

Awesome experience working with Bill McQueen.

He exceeded my expectations in knowledge, ease of understanding a complicated transaction, patience and turn around time. I highly recommend both Bill and Legacy Protection Lawyers!

— Jaleen Hartney

Wonderful Experience Through a Difficult Time

I needed to handle a probate issue and I contacted Bill McQueen. He introduced me to Nicole Bell. I filled out a form, provided some documents and Nicole walked me through the process which could not have been easier for... Read More

— Barbara Bryan

Greater Peace of Mind

We moved from Maryland to Florida six years ago. We had previously had a comprehensive estate plan in place, but there are regulations specific to Florida that Bill and his staff, especially Nicole Bell, were able to identify and dramatically... Read More

— Stephen Andon

Peace of Mind with Financial & Estate Planning Problems

Everyone requires peace of mind with financial & estate planning problems. Small to large. My husband, who was a law professor, and I through research, found Bill McQueen, and Nicole Bell, Legacy Protection Lawyers, downtown St. Petersburg, Fl. We always... Read More

— Diane Perillo

The Best in the Industry

This experience and attention to detail has made me feel as though for the first time in my life that my estate is going to be handled with perfection. I highly recommend getting your legacy protected by the BEST in... Read More

— Jillian

Truly My BFFs

When my husband died I had no clue what to do. The one thing he always told me when he passed was to call Bill McQueen immediately. My husband had been in business for over 40 years in St. Pete... Read More

— Mary-Louise

Fantastic Job

Kim and I needed a comprehensive estate plan for our family. After much procrastination (it's not fun thinking about this) we hired Bill. Bill and his staff did a fantastic job. They were quick and easy to understand. After we... Read More

— Steve Hamilton

Comprehensive Estate Plan

Our family, including our sons and daughter were all able to complete a high quality, comprehensive estate plan with Legacy Lawyers for all children and grandchildren....exceptional.

— JB Norrie

No Extra Fees

Prior to working with Legacy Protection Lawyers, I've had to deal with my mother's estate lawyer. It was a difficult experience that left me with a sour taste when it comes to estate lawyers. However, hiring Legacy Protection Lawyers changed... Read More

— Burch

Experience with Estate Planning and Probate Litigation

Bill McQueen and his team were wonderful to work with. Comprehensive, insightful, creative and professional, Bill’s clients receive the benefits from his experience as a CPA, small business owner, and as an attorney. Complementing his professional knowledge and experience, Bill... Read More

— Mike Funsch

An AWESOME Team

Bill McQueen, Nicole Murphy, and Nicole Bell are an AWESOME team...professional, courteous, efficient, compassionate. Reviewing, learning, and planning the next steps during an extremely emotional time is a very difficult task. I'm grateful my mom found and trusted them so... Read More

— Johnnie

Highly Recommended

Bill McQueen and his staff came highly recommended to us and we were not disappointed. He had our best interest in mind and very familiar with tax law to create an excellent Estate Plan. I have used other Trust/Estate Planning... Read More

— Rob Matthes

Best Estate Planning Lawyer Around

We hired Bill after interviewing 4 attorneys in town. We found Bill to be the most competent, compassionate, understanding and efficient. In addition to being an excellent estate counsel, he's also an excellent accountant and this combination is crucial for... Read More

— Andrew

Updating My Family Trust and Will

I have known Bill McQueen for over 30 years and fully value his integrity. Bill and team did an excellent job updating my family trust and will. They are on top of current tax law and do a great job... Read More

— Jeff Foster

Professionalism and Caring Manner

After hitting a brick wall with my parents estate I turned to Bill McQueen and his incredible assistants Nicole Bell and Nicole Murphy. From day one they took the reins and I felt as if a tremendous weight was lifted... Read More

— Paul

Knight in Shining Armor

During a stressful time, when life struggles seemed too burdensome to overcome, I was fortunate enough to be aligned with a Knight in Shining Armor, Bill McQueen, and his “Sancho Panza,” Katie Holtgrewe. Bill agreed to take on my task... Read More

— Eleanor

Professionalism Second to None

I have had the pleasure of working with Legacy Protection Lawyers recently and not only are they incredibly knowledgeable but their professionalism is second to none!

— Christine Christenson

Exceptional Experience

We needed a comprehensive estate plan for my family and business. Bill McQueen and his staff did a fantastic job. They were quick, easy to understand, extremely professional and easy to work with. I would highly recommend Legacy Protection Lawyers.... Read More

— Erik Norrie

Helpful, Professional, Knowledgeable,

Our family found Legacy Protection Lawyers to be most helpful, professional, knowledgeable, and Nicole Bell was a pleasure to work with. We had to make changes to the family Trust that had been unethically changed by my mother's then financial... Read More

— Tracey Hooper

Ethical and Moral Compass

Bill and his team were very professional and thorough. They facilitated with ease a relatively complex trust and estate program that was customized down to the minute details. The process that they took my wife and I through was thorough... Read More

— Darryl Leclair

Jay and his team were excellent in all aspects of my trust case.

Jay was prompt on returning my calls and answering all of my questions, keeping me updated at all times and fighting for my sisters and I to win a trust case that seemed hopeless to win. I would recommend Jay... Read More

— Katie Kemperman

Help Preparing Our Will

Bill McQueen and the superb team at Legacy Protection Lawyers are not only extremely knowledgeable and professional, but also pleasurable to work with. We first engaged Bill to help prepare our will. We are currently working with him on a... Read More

— Jillian D

Wonderful Experience with Legacy

Bill and his team did a great job with my wife and I's wills. They were very professional and had everything in order right away. We had a wonderful experience with Legacy!

— Scott

Business Partner and Personal Estate Planning

We have used Bill and his firm on numerous occasions. We are a Wealth Management company and are glad to introduce our clients to Bill. I know they are going to be treated very well and will receive the expertise... Read More

— Robert Doyle

All Our Bases Covered

Bill and his team were professional and very well prepared. Bill's explanation of all issues were easy to understand. He was very thorough and up to date with any issues that may arise regarding your estate in today's world. We... Read More

— Steve Culbertson

Simply the Best Trust/Estate Planning Attorneys

Bill McQueen and his staff came highly recommended to us and we were not disappointed. He had our best interest in mind and very familiar with tax law to create an excellent Estate Plan. I have used other Trust/Estate Planning... Read More

— Rob Matthes

Very Pleased With Our Experience

We recently had Legacy Protection Lawyers revise our estate documents. We met with partner, Bill McQueen who listened to our goals, explained various options to attain those goals, reviewed the pros and cons and made his recommendations. Based on the... Read More

— Ray Kulla

Excellent Advice

Excellent advice, highly professional, courteous and efficient.

— Scott Gramling

Worked With Me to Explain Everything

I met Bill McQueen during a financial and estate planning seminar at USF St. Pete. He was so knowledgeable that, two years later, I sought him out. I was finally ready to create an estate plan and he was my... Read More

— Christy Knight

Informative, Helpful, and Very Patient

My wife and I sold our business last year and were referred to Legacy and Bill McQueen from our financial advisor. Bill and his staff were very informative, helpful and very patient with us. We had multiple questions, had multiple... Read More

— Terry Clekis

Our Daughter Will Be in Excellent Hands

We recently used Nicole Bell from Legacy Protection Lawyers to update our estate documents. We chose them because we knew Katie Holtgrewe. Katie always communicated with us promptly each time we reached out to her. Nicole was patient in answering... Read More

— Karla Waltman

Smart, Thorough, Current, Extremely Responsive...

My family needed to re-do virtually all of my mother's legal documents, do substantial work on her finances, and apply for VA A&A, as my mother's health declined, and we had to move her into assisted living. Not only did... Read More

— Wayne

Excellent Service

Bill and his team provided excellent service in constructing our family trust. He was incredibly patient while explaining the benefits and hurdles of our strategy; proposed thoughtful alternatives; and was timely in the delivery of the final product. His team... Read More

— Michael Attinella

Knowledge and Expertise

We were extremely satisfied with the level of knowledge, expertise, and service. Everything was explained and thoroughly reviewed. We are now very comfortable knowing that our estate documents are set and complete down to the last detail!

— Jan Schamis

Best Lawyers for Forming a Trust

I cannot say enough about the way the formation of our trust was handled by Bill McQueen and members of Legacy Protection Lawyers for Dick and me. Everything was clearly explained step-by-step and it was a very secure feeling knowing... Read More

— Penny Crippen

We had the best experience at Legacy Protection Lawyers.

I can't say enough about his professionalism and helpful information. Although we really needed an elder attorney, he gave us lots of tips and information and recommended an attorney who was more appropriate for what we needed. He took at... Read More

— Lee Drysdale

Exceptional, Personal and Professional Attorney

Bill McQueen was kind enough to handle my late brother's estate last year, and I can't say enough good things about his expertise and caring during this time of sorrow. I live in another state, and Bill kept me informed... Read More

— Sylvia

Solid Estate Planning Attorneys

Legacy Protection Lawyers did an excellent job providing us with piece of mind in making sure that what we've worked hard for is protected. Mr. William Battle McQueen, esq. provided us all of the answers to our many questions and... Read More

— Patricia Zumpano

Jay and his entire team are excellent to work with.

They were always there to answer any questions i had about my case and kept me updated every step of the way. I couldnt have asked for a better team to be on my case. I highly recommend them!

— Michelle Gardner

True Experts in the Field

Legacy Protection Lawyers is THE best place to obtain all your estate planning documents. Attorney William B. McQueen and Attorney Nicole S. Bell are true experts in the field. They completed nine, high quality legal estate planning documents for my... Read More

— James O'Neill

Expert Estate Planning Lawyers

As complicated as estate planning has become, Bill and Nicole were terrific at outlining the different options and giving us the right guidance. Their team made the entire process as efficient and painless as possible and it is nice to... Read More

— Chris Morrison

The Go-To Firm for Estate Planning

Bill McQueen is building the "go-to" firm for all matters regarding estates and planning. As most people know, estate planning can be very complicated, but Bill and his team take the time to break it down and make it understandable.

— Pat Walsh

Detail Oriented and So Responsive

Legacy Protection Lawyers helped with our estate plans and our asset protection needs. They were very detailed oriented and so responsive. I felt very comfortable asking all of my questions and the attorneys were very knowledgeable on each of the... Read More

— Susy Aviles

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