Home   Archive by category "Estate Planning"

Category Archives: Estate Planning

Parents of Graduating Seniors in Tampa…Did You Know??

Parents of graduating seniors in Tampa… Did you know… Now that your graduating senior is “legally” an adult, you can no longer make important medical or financial decisions on his or her behalf?   Your graduating senior may still be your baby, but in the eyes of the law, he or she is now an ADULT! That means you can no longer make important medical or
Learn more »

Tampa Estate Lawyers: Legal Planning After a Cancer Diagnosis – Part Two

In the previous blog post, our Tampa Estate Lawyers covered the first two legal areas you should address if you have recently been diagnosed with cancer. In this post, we’ll cover the remaining issues you should now focus on: Creating a financial roadmap Making a plan to pay for long-term care Leaving your family with a roadmap of your financial affairs can take a tremendous
Learn more »

Tampa Estate Lawyer: Legal Planning Steps to Take After a Cancer Diagnosis – Part One

If you or a loved one has been diagnosed with cancer, you are likely dealing with a lot of stress, emotions, and administrative overwhelm. One of the issues that typically comes up during this trying time is estate planning. As a Tampa estate lawyer, I always say that it’s far better to put your estate plan in place long before you need it, but
Learn more »

Tampa Bay Estate Attorney: 3 Disadvantages of Joint Tenancy with an Adult Child

Joint tenancy is a great tool for estate planning but it does not work in every situation. It is typically used for couples or business partners. As a Tampa Bay Estate Attorney, I’m sometimes asked the question “Will joint tenancy be a good way to pass assets to our child?” Normally the answer is “no” as this can cause a number of problems. Problem
Learn more »

Brandon Guardianship Lawyer Asks Parents to Answer 3 Questions Before Naming Your Children’s Guardian. Even if you think you know!

Many parents put a lot of thought into who would be best suited to raise their children if they were unexpectedly incapacitated or passed away. Most of the time, parents will choose someone that the family is “close to” and that can meet the emotional needs of the child. While these traits are certainly important, one thing that is often overlooked is the financial
Learn more »

Will Your Estate Plan Work the Way You Think? Brandon Estate Planning Lawyer Says, “Take This Quiz and Find Out!”

As a Brandon Estate Planning Lawyer, I want you to know that your estate plan is the legal foundation that will ensure that your family benefits from the legacy you’ve spent a lifetime to build. In a way, your estate plan is a reflection of your life. Because your life is constantly evolving due to births, marriages and other significant events, your estate plan
Learn more »

Brandon Estate Attorney Answers, “Do you need a Last Will & Testament or a Revocable Living Trust?”

The Last Will and Testament and Revocable Living Trust are the most common documents used in estate planning. They are both legal documents that you can use to provide instructions about what happens to your assets upon your death. But, even though they can do the same thing, they are used for very different purposes. Unless you are a Brandon Estate Attorney and you
Learn more »

Estate Planning in Brandon is Necessary for Everyone- Especially those Without Children

Estate planning in Brandon can help people without children ensure that their wishes are honored, that someone is authorized to manage their finances and/or healthcare, and that their assets are ultimately passed down to someone of their choosing. Estate planning in Brandon is important for everyone. Many people mistakenly believe that estate planning only directs where you want to leave your money and property.
Learn more »

Wait! Before You Pre-Pay Your Funeral In Tampa…

Before you pre-pay your funeral in Tampa, read these tips from Tampa estate attorney, Laurie Ohall, first.  Pre-planning and pre-paying for your funeral can be a wonderful gift to leave your family. After your death, they will be grieving without the added stress of planning and paying for your funeral. Many funeral homes have plans available allowing you to plan and pre-pay for your
Learn more »

Tampa Bay Asset Protection Strategies for New Physicians

Discover Tampa bay asset protection strategies for new physicians.  If you are just beginning your career as a physician, congratulations!  You are probably working through some tough “newbie” decisions that can ultimately be life-changing. Should I join a practice or start my own? Do I want to move my family to a new state or start my career here at home? The questions go
Learn more »



Google Plus