Blog: Estate Planning
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...
Preparing for Income Changes After the Death of a Spouse | Brandon Elder Lawyer
Losing a spouse is difficult, no matter at which stage of life it occurs. However, for seniors on a fixed income, losing a spouse may also mean suddenly losing their livelihood, too. As a Brandon elder lawyer, I work hard to help both spouses prepare for every...
Tampa Estate Lawyers: Benefits of a Roth IRA in Estate Planning
You may be familiar with Individual Retirement Accounts (IRAs) as savings tools, but they can also be an important part of a comprehensive estate plan. Following, our Tampa estate lawyers explain how to get the maximum benefits out of your IRA for both yourself and...
Brandon Will Lawyer: How to Help Your Spouse Understand the Urgency of Planning
As a Brandon will lawyer, I’ve seen a lot of cases in a marriage where one spouse is more eager to start the estate planning process than the other. There are many reasons why this is true: perhaps one is more of an organizer and wants the peace of mind of having...
Why Might a Tampa Estate Planning Lawyer Suggest a Pour-Over Will?
Most people are familiar with a Last Will and Testament that dictates how your assets are to be passed down to your loved ones after your death. Yet few people are familiar with a “Pour-Over Will,” which is a legal tool that your Tampa estate planning lawyer may use...
Protect Your Loved One’s Inheritance with a Life Insurance Trust | Hillsborough County Estate Planning Attorney
There are several different trusts available to achieve your estate planning goals and help you protect the assets that you plan to leave to your loved ones. One tool that an experienced Hillsborough County estate planning attorney may suggest to safeguard the...
Consider These Three Things When Choosing a Successor Trustee | Tampa Trust Lawyer
Many Tampa-area residents use tools like Revocable Living Trusts to help their loved ones avoid probate proceedings and to give clear instructions on how they want their assets and property handled after death. In general, a trust is created once it is signed and...