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Monthly Archives: January 2022

YoungAdult

Millennials And Estate Planning: Another Mountain Of Bad News And One Piece Of Good News

By David Toback |

If there is anyone who cannot wait for 2021 to be over, it is millennials.  Just as we didn’t need any more bad news, along comes the omicron variant to keep our kids, even the ones who are old enough for the COVID vaccine, cooped up inside for another winter, away from the Florida… Read More »

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MoneyGift

What’s Next For Gift Tax Exclusions And Estate Taxes?

By David Toback |

‘Tis the season when many financially secure parents engage in a back-and-forth about holiday gifts with their children who are probably living paycheck to paycheck, despite their efforts to keep their parents from discovering this fact.  The conversation usually starts out with a gentle proposal not to give holiday gifts this year and subtle… Read More »

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TinyHouse2

Granny Flats Are A Hot Commodity In The Tampa Bay Area

By David Toback |

Accessory dwelling units (ADUs) skyrocketed in popularity during the pandemic.  When most places are closed, and seniors were hesitant to visit supermarkets outside of senior hours, people wished to get out of the house without going to a public place.  For people who could afford them, ADUs provided the perfect solution.  They could be… Read More »

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Identity3

Don’t Repeat The Old Generation’s Mistakes With Your Digital Estate Plan

By David Toback |

The subgenre of jokes about old people and technology predates the first generation of the iPhone, but a digital estate plan is no laughing matter.  Seeing the incredulity on your grandparents’ faces when you describe to them the difference between Instagram and Tik Tok is certainly fun, and so is going to your mother’s… Read More »

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