by Laurie Ohall | Aug 30, 2021 | 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...
by Laurie Ohall | Aug 24, 2021 | Estate Planning, Wills and Trusts
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...
by Laurie Ohall | Aug 8, 2021 | Estate Planning
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...
by Laurie Ohall | Jul 28, 2021 | Estate Planning, Trusts
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...
by Laurie Ohall | Jul 18, 2021 | Estate Planning, Trusts
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...
by Laurie Ohall | Jun 28, 2021 | Estate Planning, Wills and Trusts
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...
