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...
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...
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...
by Laurie Ohall | May 31, 2021 | Estate Planning, Power of Attorney for Estate Planning
Any Tampa estate planning lawyer will tell you that every adult should have a durable power of attorney for their finances. They are useful for handling financial transactions and paying bills, as well as making real estate transfers and business dealings. However, a...
by Laurie Ohall | May 24, 2021 | Estate Planning
Do I need a new estate plan if I move out of Florida? This is a common question that our Tampa estate planning lawyers are asked by clients who are thinking about relocating to somewhere else in the country. In most cases, the answer is yes, you will likely need to do...
