Recent Blog Posts
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...
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...
Attention Veterans: You May Be Entitled to Benefits to Help Pay for Nursing Home Care! | Brandon Elder Lawyer
It’s no secret that nursing home care can cause financial strain—even impoverishment—for seniors and even their children. Nursing home costs in the Tampa area can range from $4,000-$8,000 per month, and most services are not covered by Medicare or private health...
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...
Tampa Special Needs Lawyer: 3 Steps to Take When Creating a Special Needs Trust for a Loved One with Disabilities
Parents who have children with disabilities must take extra planning steps to ensure their child would be taken care of in their absence--most importantly, if the parents become incapacitated or pass away. Creating a special needs trust is often a necessary step in...
Charitable Giving in Life and Death | Tampa Trust Lawyers
There are many ways to leave money for charity while still getting significant tax breaks, and in some cases, generating income for you or your family while you are alive. One of the simplest—and often most overlooked—is a "bequest" or a gift to charity at your death,...