by Laurie Ohall | May 8, 2024 | Estate Planning, Wills and Trusts
Having a will is an essential part of securing your assets and protecting your loved ones after your passing. If you live in Brandon, Florida, understanding the specific state requirements and local resources is crucial. This guide will walk you through the steps of...
by Laurie Ohall | Apr 29, 2024 | Estate Planning, Trusts
Finding love again after loss or divorce is a wonderful gift. When children are in the picture, blending families can be beautiful but also comes with unique challenges. If there’s friction between your new spouse and your adult children, your estate planning...
by Laurie Ohall | Apr 22, 2024 | Estate Planning, Special Needs
As a parent of a child with special needs, you’ve likely created a special needs trust to safeguard their future well-being. But understanding which assets to place in the trust as your child grows can be perplexing. Let’s explore some options to support...
by Laurie Ohall | Mar 21, 2024 | Estate Planning
Many think of annuities as vehicles for guaranteed retirement income. Still, they can also be valuable additions to a sound estate plan. The specific role an annuity might play depends on your goals and your chosen annuity type. Let’s explore some possibilities....
by Laurie Ohall | Mar 14, 2024 | Estate Planning
Florida sunshine draws many seeking a fulfilling retirement and life’s next chapter. Sometimes, these new chapters bring newfound love. While romance at any age is a gift, late-in-life marriage calls for not just heart-led action, but legal pragmatism as well....
