Blog: Trusts
Tampa Trust Lawyer: How to Include Stepchildren in Your Estate Plan
Including stepchildren in your estate plan can be a difficult decision. You want to make sure that your biological children are taken care of, but you also want to provide for your stepchildren in case something happens to you. A Tampa trust lawyer can help you draft...
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...
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...
Brandon Trust Lawyers: How to Select the Best Trust Administrator
Trust administration in Florida is more complicated than many people realize. So, when deciding whom to name as your administrator, you may want to explore other options besides a close family member or your best friend. Our Brandon trust lawyers often find that the...
All About Revocable Living Trusts | Brandon Estate Planning Lawyer
Revocable living trusts are very common in estate planning. Having one gives you a safe place to “put” your valuables along with an instruction manual on what to do with you and your stuff if you can’t act on your own behalf. While you are alive and well you are in...
Tampa Special Needs Lawyer: Get in The Habit of Reviewing Your Child’s Special Needs Trust
Creating a trust for your child with disabilities is an important step in preparing for his or her future. Your child’s special needs trust will safely hold assets that can be used for his or her personal care, recreation, education, and so forth without jeopardizing...
Brandon Estate Planning Lawyer: 6 Considerations When Choosing an Executor or Successor Trustee
The decision of who to appoint as your executor or trustee is a huge one, which is why it’s so important to make the right choice when creating your estate plan. Remember, this person will hold incredible responsibility for overseeing what becomes of your estate. You...
Tampa Will And Trust Lawyer: How to Sell Property That’s in a Revocable Living Trust
As a Tampa will and trust lawyer, I’m often asked what the process looks like to sell a house if it’s moved into a Revocable Living Trust. People worry that they will need to ask permission from someone to sell their home, or that it will be difficult to put the house...
Brandon Special Needs Attorneys: How Can I Protect Benefits with a Special Needs Trust?
Brandon special needs attorneys are often asked what the impact is to benefits like SSI or Medicaid if a person with disabilities receives an inheritance from a loved one. The answer really depends on how the inheritance is handled. The short answer is that any...
How a Pour-Over Will Works with a Special Needs Trust
While most people have heard of a basic Last Will and Testament, they may not know what a Pour-Over Will is and how it works with a Special Needs Trust. Essentially, a Pour-Over Will is used in conjunction with a Special Needs Trust and directs that any assets you...
Tampa Special Needs Lawyer Answers, “What Happens to Any Money Left in a Special Needs Trust?”
Our Tampa special needs lawyers are often contacted after the death of a loved one with disabilities to find out what happens with any money left over in a Special Needs Trust. The answer to that question depends on the type of trust that was initially created, and...
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...
Disabled Veterans Can Utilize Special Needs Trusts to Protect Pension Benefits
An unfortunate reality of serving in active duty during a period of war is that many veterans return from their service in places like Iraq and Afghanistan with significant long-term disabilities and mental health problems. Statistics show that the majority of these...
How Trusts Can Protect an Inheritance for an Adult Child Who Struggles with Substance Abuse
Statistics show that 21.5 million adults in the United States battle with some kind of substance abuse disorder. Whether the addiction is alcoholism, drug abuse, or even behavioral addictions like gambling, leaving an inheritance to an adult child who is struggling...