Blog: Estate Planning
Brandon Pet Trust Lawyers on How to Create a Trust for Your Pet
You likely consider your pet a part of your family. Thinking about losing them one day is devastating. However, most people don’t think about what would happen if they die before their pet does. Since your furry friends are important to you, it’s vital to plan for...
Brandon Estate Planning Attorney on Understanding the Differences Between Financial and Medical Power of Attorney
A power of attorney (POA) is a legal document authorizing a specific person to make decisions on your behalf should you become incapacitated due to an injury or illness. Two types of POAs – financial POAs and medical POAs – serve very different purposes. Understanding...
Tampa Trust Lawyer: How to Incorporate Charitable Giving into Your Estate Plan
You may be aware that donations to charitable organizations are tax-deductible. However, there may be additional tax benefits that you can take advantage of when incorporating charitable giving as part of your estate plan. By leaving a portion of your estate to a...
Brandon Will and Trust Lawyer Answers, “What Is an Advance Directive and How to Know if I Need One?”
Have you thought about what you would want to happen if you became severely ill or incapacitated and could not voice your wishes to family members and doctors? Unfortunately, without the appropriate documentation about how you want medical situations handled, the...
Will Privacy Laws Stop You From Helping Your Florida College Student In An Emergency?
If tomorrow your college student was involved in an unforeseen emergency, do you have the right legal documents in place that would allow you to communicate with doctors or financial institutions on his or her behalf? For many parents, “estate planning” is not a term...
Tampa Trusts and Estates Attorney Warns: “Make Sure You Have Beneficiaries Named On Retirement Accounts”
When it comes to estate planning, there are a wide variety of details to be considered. Fortunately, a qualified Tampa trusts and estates attorney can help sort out the requirements and ensure that your estate planning best reflects your wishes. These may include...
Common Estate Planning Myths Debunked | Tampa Estate Planning Attorneys
Creating an estate plan is incredibly important if you want to ensure that your wishes are carried out in the event that you become incapacitated or pass away. Oftentimes, people delay creating an estate plan because they have bought into different myths about estate...
Why Is Power of Attorney Important? | Tampa Estate Planning Attorney
A power of attorney (POA) grants an adult the authority to make decisions on someone else’s behalf. This may include decisions regarding financial and legal matters. The responsibilities of the agent, the person appointed as POA, toward the principal, the person who...
Brandon Estate Planning Lawyer Answers, “What Is the Difference Between a Will and Living Trust?”
People create wills and trusts to protect their assets and help ensure loved ones are taken care of after their passing or under other circumstances. These legal documents are similar in many ways. Ultimately, they both determine how assets are distributed to family...
Tampa Trust Lawyer: How to Plan with a Revocable Living Trust
When someone says, “Revocable Living Trust,” the first thought is usually about the extremely wealthy and the term “trust funds.” But Revocable Living Trusts are often created by those looking to create an estate plan because they provide significant advantages for...
Brandon Will Attorney: Benefits of Writing a Letter of Instruction
When creating an estate plan with a Brandon will attorney, many clients wish to include additional instructions with their documents to provide their heirs with a “roadmap” of their wishes and perhaps explanations behind some of the terms set forth in the client’s...
Tampa Estate Planning Lawyers: Five Items Frequently Forgotten in Estate Documents
Part of creating a complete estate plan is properly accounting for your assets and creating a path for your loved ones to inherit them as you want. Tampa estate planning lawyers work carefully with their clients to create instructions for the distribution of their...
Brandon Will Lawyer: Six Questions to Ask Yourself When Creating Your Estate Plan
Creating an estate plan can feel stressful, overwhelming, and complicated. As a Brandon Will lawyer, I often find that people procrastinate simply because they don’t know where to start. In these cases, it can be helpful to ask yourself (or your loved ones) some...
Tampa Estate Planning Lawyer Asks, “Is It Time for An Annual Estate Review?
When was your last check-up with your doctor? What about your dentist and eye doctor? Hopefully, it has been in the previous 6 to 12 months. While life is still in flux with the pandemic, keeping your health screenings is incredibly important. One other “checkup” to...
Own Cryptocurrency? Make Sure to Include It in Your Estate Plan!
Bitcoin, Dogecoin, Cryptocurrency. While these terms are still relatively new to most of us, “digital currency” is rising in popularity and adding significant wealth to the portfolios of young and tech-savvy investors across the globe. Our Tampa estate planning...