by Laurie Ohall | Mar 25, 2021 | Estate Planning, Trusts
Revocable living trusts are very common in estate planning. Having one gives you a safe place to “put” your valuables along with an instruction manual on what to do with you and your stuff if you can’t act on your own behalf. While you are alive and well you are in...
by Laurie Ohall | Mar 16, 2021 | Special Needs, Trusts
Creating a trust for your child with disabilities is an important step in preparing for his or her future. Your child’s special needs trust will safely hold assets that can be used for his or her personal care, recreation, education, and so forth without jeopardizing...
by Laurie Ohall | Dec 22, 2020 | Estate Planning, Trusts
The decision of who to appoint as your executor or trustee is a huge one, which is why it’s so important to make the right choice when creating your estate plan. Remember, this person will hold incredible responsibility for overseeing what becomes of your estate. You...
by Laurie Ohall | Nov 30, 2020 | Estate Planning, Living Trust, Trusts
As a Tampa will and trust lawyer, I’m often asked what the process looks like to sell a house if it’s moved into a Revocable Living Trust. People worry that they will need to ask permission from someone to sell their home, or that it will be difficult to put the house...
by Laurie Ohall | Oct 17, 2020 | Special Needs, Trusts
Brandon special needs attorneys are often asked what the impact is to benefits like SSI or Medicaid if a person with disabilities receives an inheritance from a loved one. The answer really depends on how the inheritance is handled. The short answer is that any...
by Laurie Ohall | Sep 16, 2020 | Special Needs, Trusts
While most people have heard of a basic Last Will and Testament, they may not know what a Pour-Over Will is and how it works with a Special Needs Trust. Essentially, a Pour-Over Will is used in conjunction with a Special Needs Trust and directs that any assets you...
