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Tampa Estate Planning Attorney
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Recent Blog Posts

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Pros and Cons of Putting Your Estate in A Trust for Your Children

By David Toback |

A trust allows you to decide how you want your property to be entertained upon your death and there are typically two types of trusts that are the most common: Revocable: You will have full control as long as you are living. You can add or remove assets from the trust as you please…. Read More »

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Estate Planning for Small Business Owners in Florida

By David Toback |

Estate planning involves having proper plans in place that will determine how your business will run, and whether or not the estate taxes will be minimized upon the death of the owner. For small business owners, their business is usually the largest asset that they have. Most of the time with small businesses, after… Read More »

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Six Estate Planning Mistakes You Don’t Want to Make

By David Toback |

Estate planning, including creating wills, trusts, powers of attorney, and other documents, are not easy to discuss. This makes it even easier to make mistakes when you are planning your estate. While these mistakes can cause issues during the life of the person who the estate plan is in place for, it can cause… Read More »

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How to Prepare When Your Loved One Is Diagnosed with Dementia

By David Toback |

If your family has recently received a diagnosis of dementia, you will want to work now to ensure that their financial and legal affairs are already in order. Too often, families procrastinate when it comes to estate planning, but it is something that must be done before it is too late and your loved… Read More »

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Tips for Preparing Your Estate for Retirement

By David Toback |

Is your retirement day coming near? Have you considered all the aspects that come along with retirement? Do you want to prepare your estate for retirement? Do you want to make sure that your assets are properly allocated among your loved ones with no tax burden whatsoever? Here are some of the tips that… Read More »

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Myths Regarding the Florida Probate

By David Toback |

If you live in Florida, it is important to make yourself aware of the varied nuances involved during the probate process. Probate can be mysterious, and this is why we are here with a list of myths to clear the air. Let’s have a look at some common myths. When you create a will,… Read More »

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Update Your Estate Plan Before Traveling This Holiday Season

By David Toback |

This is the time of year when many people start making plans to travel for the holidays. Of course, traveling requires you to plan what you will pack, how you will travel, hotel reservations, rental vehicles, and more. What many people forget to plan for before traveling is ensuring that their estate planning documents… Read More »

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Life Changes That Require a Review of Your Estate Plan

By David Toback |

Estate planning is when a person develops a strategy for the management and care of their estate if they become incapacitated or die. One of the many reasons that people create an estate plan is to minimize costs and taxes and to avoid probate. However, an estate plan will also name a person to… Read More »

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Tips for Creating a Succession Plan

By David Toback |

Developing succession plans is one of those human resource tasks that seem challenging but are necessary for any company. Fortunately, it is possible to divide the succession plan into smaller and more digestible steps that help implement this initiative developed especially for companies to avoid talent gaps, keep employees engaged, and be able to… Read More »

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Is Your Contract Dispute Proof?

By David Toback |

Any type of commercial dispute can be costly, but when it comes to real estate things tend to get even more expensive and complex. Whether you are a property manager, investor, or even leasing your own business space, it is important that you have the right documentation in place to support your real estate… Read More »

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