Blog: Estate Planning
Tampa Estate Planning Attorneys: 5 Situations When You Should Update Your Living Trust
Most Tampa estate planning attorneys recommend that their clients re-evaluate their plans every few years. Part of that review should include taking a look at your Revocable Living Trust to ensure it's up-to-date. However, in between these regular review periods, you...
Brandon Will Lawyer: What to Know Before Setting Up a Life Estate
A life estate is a form of ownership of real property. Essentially, it gives someone the right to occupy and enjoy the full use of a property until the life tenant’s death. Creating a life estate is a strategy commonly used by seniors who wish to retain their rights...
Tampa Will and Estate Lawyer Answers, “Will My Old Estate Planning Documents Still Work if I Get COVID-19?”
Florida appears to be experiencing an early “second wave” or, at the very least, an uptick in coronavirus cases. We’ve been hearing from countless Tampa-area residents who have questions about their estate plans, and specifically whether any older documents they...
Tampa Probate Lawyer Answers, “Can I Assume or Take Over Someone’s Mortgage When They Die?”
Most people have mortgages on their homes, and loved ones are often surprised that a mortgage doesn’t magically disappear when the property owner passes away. We often hear from heirs who want to know what their options are for dealing with an outstanding mortgage as...
Tips for Managing an Out-of-State Probate Due to COVID-19 | Hillsborough County Probate Lawyers
Florida is unique in that many of our residents split their time between our state and other parts of the country during the warmer months. As such, “snowbirds” (or even their families), may find themselves dealing with an exceptionally challenging problem during the...
Avoiding Probate with Joint Accounts and Beneficiaries | Tampa Estate Planning Lawyer
A common concern for people who meet with a Tampa estate planning lawyer for the first time is the desire to avoid probate. Perhaps they’ve been through the process after the loss of a loved one and they now want to take steps to help their own family avoid the legal...
Parents: Beware of DIY Estate Planning Tools If Your Child Has Special Needs!
Parents of kids with special needs want the peace of mind knowing that if anything happens to mom or dad, a guardian of their choosing will care for their child and that there will be enough money left behind to provide such care for the remainder of the child’s life....
Will My Out-of-State Power of Attorney and Healthcare Directive Work If I’m Stuck in Florida on Quarantine?
Shutdowns and quarantines related to the COVID-19 crisis happened so rapidly in our country that many snowbirds who came to Florida over the winter have found themselves unable to return freely to their primary residence. This is especially true for those who live in...
Thinking of Leaving the Family Business Control to One Child?
Normally, business owners will plan to leave their family business to, none other than, their children. But if you have more than one child, the common challenge that you have to deal with is how to divide business shares. It’s possible that if you divide the business...
COVID Pandemic Preparation: 5 Estate Planning Essentials for Every Adult | Tampa Will Lawyer
With the number of COVID-19 cases in America increasing exponentially, people across the country are preparing themselves for every possible scenario. As a result, many estate planning attorneys are being inundated with calls and emails about how to plan for this type...
Inheriting Digital Property: Websites, Social Media, Etc. | Tampa Will and Trust Attorney
Who owns your music, your books, and even your website when you pass on? These things are digital property, and much digital property is still considered personal property. Personal property makes up one’s personal estate. Your heirs can inherit some of these things...
Brandon Estate Lawyer: 3 Questions When Making a Living Trust
Are you looking for a way to protect your privacy, avoid probate, and determine who can take care of your affairs if you’re incapacitated or when you’ve passed on? Then a Living Trust might be the tool for you. It’s an essential estate planning document since it...
Brandon Will and Trust Lawyer: How to Tackle Estate Planning Later in Life
Is it true that it can sometimes be too late to begin estate planning or asset protection planning? Like most things, the answer is a little bit yes and a little bit no. What it comes down to are the options you have available to you when you begin planning with a...
Tampa Probate Lawyer Says, “Give Your Executor a Hand – Let Them Know Where Your Documents Are Located!”
The executor of your estate has an important job to complete once you’re gone. However, that job can be made exponentially harder, or virtually impossible, if they are unable to locate the documents necessary to handle your final affairs. Worse is when a person thinks...
Everything You Need to Know About Medicaid Special Needs Trusts |Tampa Estate Lawyers
Tampa estate lawyers who have experience with special needs planning are always on the lookout for the most effective ways to protect their clients’ assets and ensure that they get the right level of care necessary to live fulfilling lives. One of the best ways...