Tag Archives: Tampa Estate Planning Lawyer
Identifying Key Reasons Why You Need a Prenuptial Agreement in Your Estate Plan
Are you considering remarriage? If you have accumulated significant assets, businesses, or have children from previous relationships, the importance of Florida estate planning, including a prenuptial agreement, cannot be overstated. As lives become more complex, protecting your assets and ensuring your wishes are honored becomes a crucial aspect of merging lives with a new… Read More »
How to Find Help When an Aging Loved One is Suddenly at Risk During the Holidays
As you and your family begin the holiday season filled with plans of celebrations, gatherings and presents, are you concerned about your aging loved one? Have you been aware for some time of the growing fragility, slow pace and lack of self care in regard to your aging loved one and is it especially… Read More »
Understanding Your Entitlements, Rights, and Protections as the Beneficiary of a Trust
Are you currently the beneficiary of a Florida trust? Do you know why the trust was created and even wonder what it is? Trusts are a basic part of Florida estate planning. They offer a means to protect and manage assets for the benefit of specific individuals or entities. Trusts provide the structured framework… Read More »
An Overview for Avoiding Common Mistakes in Will Creation
Did you know that creating a Florida last will and testament is an essential and often overlooked aspect of responsible lifetime planning? It is a testament to your lifelong efforts to provide for yourself and those you love most. When you take the time to develop not only a last will and testament but… Read More »
3 Important Conversations to Have with Your Aging Parents as Soon as Possible
Do you and your aging parents get together often for visits with the grandchildren and to just enjoy each other and reminisce? As you discuss the past and your childhood with your parents, do you find that your parents have always been there for you with support and guidance? Now that your parents are… Read More »
Why Do Trusts Often Fail?
Are you wondering whether you should have a trust? Are you unsure what a trust is? A trust is an estate planning tool that you, the grantor, can place all your assets into. It is highly recommended that you have a Florida estate planning attorney help and advise you in the creation of your… Read More »
Estate Planning Remarriage Tips to Consider This Valentine’s Day
With thoughts of Valentine’s Day in mind during February are you planning to remarry, or have you already remarried? If your answer is yes to either query, there are three essential points about estate planning and remarriage that you may need to understand and discuss with your future or current spouse. In addition, you… Read More »
Reasons Why Estate Planning for Digital Assets is Important in the New Year
This month are you beginning to work on accomplishing your 2022 New Year’s resolutions? Did you include understanding how to protect your digital assets, which is currently a hot topic? Data security is in the headlines and digital privacy is on the mind of many Floridians. January is a good time to research how… Read More »
Have an Estate Plan? Review this End of the Year Checklist.
As 2021 quickly comes to a close, do you still have many things on your to-do list? Are you spending time with family, trying to make plans for the new year and ensuring that you accomplish what you wanted to during this year? During this time of planning, we encourage you to also focus… Read More »
Do You Know How to Prepare Your Estate for Proposed Tax Law Changes
Are you aware of the news stating that the tax benefits that most Americans have benefited from for the past few years are under threat of being eliminated? In our practice, estate planning, and the variations surrounding passing your generational wealth to your family, continues to be at the forefront of our minds. Many… Read More »
