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Choosing Backup Beneficiaries: Essential Guidance from a Riverview Estate Planning Attorney

by michelle | Mar 19, 2025 | Estate Planning

As a Riverview estate planning attorney, I often remind clients that naming backup beneficiaries isn’t just an optional add-on to their estate plan – it’s a crucial component that helps ensure their wishes are carried out even when circumstances change...

Tampa Trusts and Estates Attorney Warns: “Make Sure You Have Beneficiaries Named On Retirement Accounts”

by Laurie Ohall | Dec 22, 2021 | Estate Planning

When it comes to estate planning, there are a wide variety of details to be considered.  Fortunately, a qualified Tampa trusts and estates attorney can help sort out the requirements and ensure that your estate planning best reflects your wishes.  These may include...

Avoiding Probate with Joint Accounts and Beneficiaries | Tampa Estate Planning Lawyer

by Laurie Ohall | Jun 23, 2020 | Estate Planning, Probate

A common concern for people who meet with a Tampa estate planning lawyer for the first time is the desire to avoid probate. Perhaps they’ve been through the process after the loss of a loved one and they now want to take steps to help their own family avoid the legal...

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