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Tampa Estate Planning Attorney
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Recent Blog Posts

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Understanding the SECURE Act

By David Toback |

Retirement is a major milestone for the working population and planning for it wisely decides the quality of life post-retirement. The passing of the SECURE Act has been a ray of hope for many Americans as it facilitates better retirement savings. The Setting Every Community Up for Retirement Enhancement (SECURE) Act was passed as… Read More »

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What is a “Miller Trust?”

By David Toback |

Trust can come in a variety of forms and are often used to qualify for a Medicaid or Medicaid Donating Home plan in Florida. Eligible trust funds are the irrevocable professional trust funds required by Medicaid in certain circumstances. Qualified income relationships are also called QIT or Miller Trust. How is Miller Trust created?… Read More »

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Why You Need to Have an Attorney Draft Your Contracts

By David Toback |

To ensure that your company is duly protected, it is important to have commercial contracts where relations with third parties that develop in your business activity are regulated in writing. But not all business contracts work. Each business has its peculiarities and all contractual relationships are not carried out in the same way. Therefore,… Read More »

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Guide to Transferring Assets to Your Loved Ones in Florida

By David Toback |

What’s good about the wealth you have accrued if you cannot share and pass it down to your loved ones? If you are one of those people looking for ways to transfer assets to your loved ones in the most efficient way possible, there are certain things you need to know. The way you… Read More »

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Start Your Partnership Off on the Right Foot

By David Toback |

Starting a new business is exciting. You will be able to set your own work schedule, be your own boss, and work with only people you choose. When entering a business partnership, it may seem like having documentation in place for you and your partner is an unnecessary expense. However, that excitement that you… Read More »

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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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