Author Archives: David Toback
How To Choose The Most Suitable Lawyer To Manage Your Estate Plan
The hardest part of estate planning is getting started. If you have done a Google search for “how to estate plan” or for “estate planning lawyer Tampa,” then you have already gotten past the biggest hurdle. Even if your search did not include the word “lawyer” or “attorney,” your search results probably include law… Read More »
The Pitfalls Of Letting Your Children Inherit A House Jointly
Sometimes you miss the days when your children were little. You feel the pangs of nostalgia when you see a parent wrangling a toddler into the child seat in a shopping cart while the toddler’s older sibling runs through the cereal aisle grabbing every colorful box that promises a cavity in every bite. You… Read More »
How To Disclaim An Inheritance
Estate planning lawyers warn their clients not to use their wills as a tool to micromanage their families from beyond the grave. If the testator stipulates that his children can only inherit from him if they marry within the family’s faith community, for example, everyone loses. If the children follow their father’s wishes, their… Read More »
How Many Lawyers Does It Take To Manage A Trust?
It is possible to handle your estate plan by yourself without hiring a lawyer. Estate law is one of the areas of law designed to make it easy and inexpensive for individuals to have recourse to the court system when they need it. By nature, your estate plan must continue to do its job… Read More »
5 By 5 Power In Trust Provisions
You have probably heard that there are only two kinds of trusts, namely irrevocable trusts, where the grantor cannot interfere in the workings of the trust after establishing it, and revocable trusts, where the grantor can modify the terms of the trust instrument as many times as he or she chooses; revocable trusts automatically… Read More »
Questions To Ask During Your First Meeting With An Estate Planning Lawyer
Family law attorneys get a barrage of calls from new clients on the first business Monday of the calendar year, so many that the Internet has taken to calling this day Divorce Monday. First meetings with estate planning lawyers, by contrast, are more evenly spaced throughout the year. The Grim Reaper lurks in approximately… Read More »
The “Insane Delusion” Challenge To A Will
Even though the state has laws for passing property to your relatives, writing a will is an empowerment act. Your heirs might be surprised about your choices about what to do with your property; they might not like it, but your word has the force of law. If a disinherited family member wants to… Read More »
Invisible Army Of Caregivers, We See You
It is easy to blame your stress on the subject of the most recent clickbait you clicked on. If not for those chirpy influencers or those people who have nothing better to do than talk about how offended they were by the fact that a marginally Internet famous person was offended by a recent… Read More »
Long-Term Care Costs More Than You Think It Does
When clients meet with estate planning lawyers for the first time, some of them have more realistic expectations about their retirement finances than others. If your only income during retirement will be from Social Security, then don’t expect to keep your empty nest in your possession while spending most of the year in a… Read More »
Which Assets Do Not Have To Go Through Probate?
The websites of estate planning lawyers are full of cautionary tales about how much money a deceased person’s estate can lose because of tax obligations and creditor claims. The solutions that lawyers, and especially for-profit financial planners, often propose is to establish a trust, a separate legal entity that owns your property so that… Read More »
