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Considerations About Inheriting Real Estate

By David Toback |

The annoyances of homeownership are a popular subject of conversation at housewarming parties.  The new homeowners will proudly humblebrag about all the costly repairs they made before they moved in and the ones they plan to make next.  The conversation then turns to a game of one-upmanship about homeowners’ association dues and the aches… Read More »

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An Estate Plan For Your Intangible Heritage

By David Toback |

The clients of estate planning lawyers invest a lot of time on saving money after they die, which, when you say it out loud, sounds absurd.  Everyone knows that going out of your way to avoid spending money even when you are financially secure isn’t about wanting to avoid poverty; it’s about wanting to… Read More »

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A Second Act Career Is An Underrated Way To Spend Your 60s

By David Toback |

As much as young people might fear old age, there are a lot of things you do not miss about being young.  For example, you do not miss always feeling like you have to impress your current employer and prospective employers.  You also don’t miss the stress of middle age, where you worry that… Read More »

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Collecting Debts On Behalf Of The Estate Of A Deceased Person

By David Toback |

It is frustrating when creditors keep pursuing you about debts you cannot pay.  At least, when you are the personal representative of an estate and creditors contact you to collect money that the decedent owed them, you can respond, “The person to whom you lent money is dead.  Kindly accept this paltry settlement and… Read More »

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Avoid Senior Safety Hazards By Spending The Winter In Florida

By David Toback |

Native Floridians get tired of hearing about how they are missing out on the change of seasons.  Who needs autumn leaves, winter snow, and spring allergens when you can have year-round sunshine?  Those of us who have lived up north have a more nuanced view on the matter.  Yes, setting out for trick-or-treating as… Read More »

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Why You Should Act Quickly To Open A Family Member’s Estate For Probate

By David Toback |

After the death of a family member, the last thing on your mind is ensuring that your in-laws and your stepchildren get their inheritance, unless, of course, they are bugging you about it.  After planning a funeral and moving the decedent’s belongings out of the nursing home, you are eager to get used to… Read More »

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Seniors Need To Be Strategic About Debt, Too

By David Toback |

Some retirees drive north for the summer and south for the winter, while others soak up the Florida sun all year.  For every retiree who spends Saturday afternoons playing bridge, there is one who spends Saturday afternoons at the public library.  One retiree’s preferred form of physical exercise might be tennis while another prefers… Read More »

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Trusts With Minor Beneficiaries

By David Toback |

A lot of people like the idea of spoiling their grandchildren.  When kids cannot hide their disappointment at the fact that you bought them clothes instead of a toy for Christmas, it does not come across as ingratitude in nearly the same way as when an adult expresses displeasure toward a gift.  A child’s… Read More »

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Hard Truths, And Some Hope, About Alzheimer’s Disease In Florida

By David Toback |

When you consider how quickly medical science has found ways to manage and cure diseases once considered catastrophic, the devastation of Alzheimer’s disease seems even more exceptional.  Over the past few decades, the survival rate for most types of cancer has improved substantially, and the rate of optimal outcomes for children born prematurely has… Read More »

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Providing For Animals In Your Estate Plan

By David Toback |

Disinheriting the people in your life is exhilarating.  Once you realize that you have a legal right to write your children out of your will, you can take delight in how much money will be left for someone more deserving.  But who?  You and your siblings have never seen eye to eye, and your… Read More »

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