Recent Blog Posts
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 Elder Law Attorney Answers, “What Is a Guardianship?”
Guardianship describes the relationship of legal responsibility that one person has to another. The person who has authority is known as a guardian, while the person in a guardian’s care is known as a ward. One common example of a guardian-ward relationship is an...
How You Can Avoid Probate in Hillsborough County
Probate is the legal process of settling someone’s estate when they die. A court will review the decedent’s will and authorize the executor of the estate to pay any debts or taxes the estate may owe and distribute assets to the designated beneficiaries. If a decedent...
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...
Tampa Probate Lawyer on Deciding Who Should Administer Your Estate (And Who Shouldn’t)
It may seem like an easy choice to decide who will administer your estate when you are gone. You may be thinking of appointing a relative you trust, or it may be your own lawyer. You know that your final wishes will be left in someone else’s hands, so you want those...
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...
#FreeBrittney and Adult Guardianships: When and Why They are Needed
The media has been buzzing for months regarding the conservatorship (called an adult guardianship here in Florida) of Brittney Spears and the legal ramifications that being under a guardianship means to an individual. However, many Florida estate and elder attorneys...