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Why Might a Tampa Estate Planning Lawyer Suggest a Pour-Over Will?

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...

Protect Your Loved One’s Inheritance with a Life Insurance Trust | Hillsborough County Estate Planning Attorney

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...

Consider These Three Things When Choosing a Successor Trustee | Tampa Trust Lawyer

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...

Charitable Giving in Life and Death | Tampa Trust Lawyers

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...

How Well Do You Understand Your Parents’ Estate and Long-Term Care Planning Needs?

by Laurie Ohall | Jun 21, 2021 | Elder Law, Estate Planning, Long Term Care Planning

When meeting with a Tampa will and trust lawyer for the first time, many adult children realize that they have no idea where their parents stand in terms of having the right plans in place to protect their assets and wishes if something happens to them. During our...

Brandon Trust Lawyers: How to Select the Best Trust Administrator

by Laurie Ohall | Jun 8, 2021 | Estate Planning, Trusts

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...
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