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 | 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 | Apr 23, 2021 | Estate Planning, Wills and Trusts
A common misconception is that a Will is the “end all be all” document that directs how assets are to be passed down after a person’s death. The truth is that there are significant limitations to Wills, and many Tampa-area families end up needing both a Will and a...
by Laurie Ohall | Mar 31, 2021 | Estate Planning, Wills and Trusts
As a Brandon estate lawyer, I often meet with clients who believe that a Last Will and Testament is the “end all be all” of estate planning. What I often tell them is that a will is just the first step. Let’s discuss what a will does, and the limitations of wills...
by Laurie Ohall | Sep 10, 2020 | Estate Planning, Wills and Trusts
As colleges and schools attempt to restart in the midst of the COVID-19 pandemic, our Tampa will lawyers have been hearing from many teachers who want to learn more about putting an estate plan in place. Some have even told us that their Teacher’s Unions have...
by Laurie Ohall | Jul 31, 2020 | Estate Planning, Wills and Trusts
A life estate is a form of ownership of real property. Essentially, it gives someone the right to occupy and enjoy the full use of a property until the life tenant’s death. Creating a life estate is a strategy commonly used by seniors who wish to retain their rights...
