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Tampa Estate Planning Lawyer Asks, “Is It Time for An Annual Estate Review?

by Laurie Ohall | Sep 23, 2021 | Estate Planning

When was your last check-up with your doctor? What about your dentist and eye doctor? Hopefully, it has been in the previous 6 to 12 months. While life is still in flux with the pandemic, keeping your health screenings is incredibly important. One other “checkup” to...

Own Cryptocurrency? Make Sure to Include It in Your Estate Plan!

by Laurie Ohall | Sep 17, 2021 | Digital Assets, Estate Planning

Bitcoin, Dogecoin, Cryptocurrency. While these terms are still relatively new to most of us, “digital currency” is rising in popularity and adding significant wealth to the portfolios of young and tech-savvy investors across the globe. Our Tampa estate planning...

Preparing for Income Changes After the Death of a Spouse | Brandon Elder Lawyer

by Laurie Ohall | Sep 10, 2021 | Elder Law, End of Life Issues, Estate Planning

Losing a spouse is difficult, no matter at which stage of life it occurs.  However, for seniors on a fixed income, losing a spouse may also mean suddenly losing their livelihood, too.  As a Brandon elder lawyer, I work hard to help both spouses prepare for every...

Tampa Estate Lawyers: Benefits of a Roth IRA in Estate Planning

by Laurie Ohall | Aug 30, 2021 | Estate Planning

You may be familiar with Individual Retirement Accounts (IRAs) as savings tools, but they can also be an important part of a comprehensive estate plan.  Following, our Tampa estate lawyers explain how to get the maximum benefits out of your IRA for both yourself and...

Brandon Will Lawyer: How to Help Your Spouse Understand the Urgency of Planning

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...
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