Blog: Estate Planning
What You Need to Know About Estate Planning in Brandon, FL
Estate planning can seem overwhelming, but with the right guidance and support, you can confidently secure the future of your assets and the well-being of your loved ones. If you live in the Brandon, FL area, understanding the unique legal landscape is essential. Let...
How to Create a Will in Brandon, Florida: Step-by-Step
Having a will is an essential part of securing your assets and protecting your loved ones after your passing. If you live in Brandon, Florida, understanding the specific state requirements and local resources is crucial. This guide will walk you through the steps of...
Navigating Tensions Between New Spouses and Adult Children | Tampa Will and Trust Lawyers
Finding love again after loss or divorce is a wonderful gift. When children are in the picture, blending families can be beautiful but also comes with unique challenges. If there's friction between your new spouse and your adult children, your estate planning process...
Funding Your Child’s Special Needs Trust: Which Assets Are Best? | Brandon Special Needs Lawyer
As a parent of a child with special needs, you've likely created a special needs trust to safeguard their future well-being. But understanding which assets to place in the trust as your child grows can be perplexing. Let's explore some options to support your child's...
Annuities: More Than Retirement Income – Discover Their Role in Estate Planning with a Tampa Estate Planning Lawyer
Many think of annuities as vehicles for guaranteed retirement income. Still, they can also be valuable additions to a sound estate plan. The specific role an annuity might play depends on your goals and your chosen annuity type. Let's explore some possibilities. How...
Love Later in Life: Why Remarriage in Florida Requires Smart Estate Planning
Florida sunshine draws many seeking a fulfilling retirement and life's next chapter. Sometimes, these new chapters bring newfound love. While romance at any age is a gift, late-in-life marriage calls for not just heart-led action, but legal pragmatism as well. When...
Rebuilding Your Estate Plan After Divorce By Laurie E. Ohall, FL Board Certified Elder Law Attorney
After divorce, the last thing anyone wants is to find themselves back in a lawyer's office. However, there's a common misconception that the divorce decree resolves all estate planning issues. Sadly, this leaves gaps that could cause chaos for your heirs, should...
Navigating the Complexities of Leaving Your Tampa Vacation Home to Your Kids: Insights from a Tampa Estate Lawyer
For many families, a vacation home in the Tampa area is not just a property but a treasure trove of memories. As a Tampa estate lawyer, we often assist clients who wish to leave these cherished homes to their children. However, transferring ownership of a vacation...
Navigating a Loved One’s Will in Florida: Do I Need to Travel There? Insights from a Hillsborough County Will Lawyer
Dealing with the loss of a loved one is challenging enough without the added stress of legal and estate matters. If your loved one has passed away in the state of Florida, you might be wondering if you need to travel to Florida to handle their will. As a Hillsborough...
Beyond Wills and Wealth: The Crucial Lesson from Jay Leno’s Conservatorship Case
When the news surfaced that Jay Leno had to file for conservatorship over his wife's estate, it wasn't just a startling moment for fans—it was a vivid example of a challenge that countless families face every day. (In Florida, this type of filing is known as a...
What’s Changing in 2024: Key Updates from Your Tampa Estate Lawyer
As we ring in 2024, it's crucial for residents of Tampa to be aware of several significant updates in the realm of estate planning and tax laws. These changes will have a direct impact on financial planning strategies, particularly regarding federal estate and gift...
“Can My Loved One Create an Estate Plan While in Hospice?” Clarity from Tampa Will Lawyers
Families often wonder about the legalities of estate planning when a loved one is in hospice care, especially in Florida where the question arises: "Is my loved one still able to create a valid estate plan?" Tampa Will Lawyers regularly address these concerns,...
Tampa Estate Planning Tips: How to Bequeath Valuable Collections to Your Loved Ones
Discover essential tips on estate planning for collectors with our comprehensive guide. Learn how to bequeath valuable items to your loved ones seamlessly. Our experienced attorneys provide expert advice to ensure your precious collections are passed on according to your wishes. Start safeguarding your legacy today
Navigating Changes to Your Power of Attorney: Steps to Take When Relationships End
Life changes can lead to shifts in relationships, impacting decisions about your Power of Attorney (POA). If you need to update your POA due to a changed relationship, it’s crucial to act swiftly. Begin by reevaluating your choice, considering whether issues affecting your decision are temporary or permanent, and how they impact the agent’s ability to act in your best interest. Consult an experienced estate attorney for guidance and follow the legal steps necessary to revoke the current POA, draft a new one, select a trustworthy new agent, inform relevant parties, and store documents securely. It’s vital to ensure that your POA is held by someone you trust implicitly to protect your interests and wishes
Can I Cross Out and Initial Changes on My Will? Understanding the Risks and Best Practices From a Brandon Will Lawyer
Making changes to your will is a natural part of life. As circumstances evolve – be it family dynamics, financial situations, or personal preferences – it's essential to ensure that your will reflects your current wishes. But can you simply cross out and initial...