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Tampa Estate Planning Attorney
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Recent Blog Posts

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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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Understanding Florida Probate

By David Toback |

You may have heard about probate, but do you really know what it is? Probate is the legal process of authenticating your Last Will and Testament after you die, assuming you left one. However, many people understand probate as being the entire process of having a person’s affairs settled after death. Under that idea… Read More »

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Don’t Make These Mistakes When Starting a New Business

By David Toback |

Starting a new business can be exciting, and still be one of the most stressful things you will ever experience. There are many things to do, and some of those are legal aspects that many people don’t even realize. Because the role of an entrepreneur is often focused on their customer, there are some… Read More »

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How a Business Planning Attorney Can Get Your Business Off to a Good Start

By David Toback |

You’ve made the decision to start your own company, downloaded all the do-it-yourself legal forms, and you think you’re ready to go; but are you really? While trying to handle things on your own may be inexpensive and expedient, a lack of legal guidance can result in costly mistakes that damage your business before… Read More »

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Should Transfer on Death Accounts Be Part of Your Estate Plan?

By David Toback |

Unfortunately, many estates end up going to probate. In some states this isn’t a major issue, but in others it can be a costly headache. That is why it is important to understand how Transfer on Death accounts operate and how they can be used as an estate planning tool to help you avoid… Read More »

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