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Pets And Your Estate Plan

By David Toback |

The motivation to start on your estate plan often begins with a terrible fear that strikes you in the middle of the night. It begins, “If I died tomorrow, what would happen to” and then ends with the names of the people and things you care about the most. What would happen to your… Read More »

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How To Manage Without Long-Term Care Insurance

By David Toback |

Some people are so rich that, when the time comes, they can spend years living in a posh assisted living facility, even those garishly luxurious ones that the media fancifully call “Boomer enrichment centers,” and when it is all over, there will be plenty of money and at least one house for their heirs… Read More »

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Your Estate Plan Can Keep the Peace In Your Blended Family

By David Toback |

If someone seems to have a more harmonious family than yours, you are probably not seeing the whole picture. While some people have built the skill of managing conflict with their family members, many more have learned instead to put on a façade of perfection. Blended families present an additional challenge to family harmony…. Read More »

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Coping With The Thankless Job Of Being The Personal Representative Of A Deceased Person’s Estate

By David Toback |

Until you have to do it, being the personal representative of a deceased family member’s estate sounds like an honor. It gives you a chance to make peace with the loss of a close family member, and even though you would never admit this in front of the other beneficiaries of the will, it… Read More »

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How To Choose The Most Suitable Lawyer To Manage Your Estate Plan

By David Toback |

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 »

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The Pitfalls Of Letting Your Children Inherit A House Jointly

By David Toback |

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 »

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How To Disclaim An Inheritance

By David Toback |

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 »

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How Many Lawyers Does It Take To Manage A Trust?

By David Toback |

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 »

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5 By 5 Power In Trust Provisions

By David Toback |

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 »

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Questions To Ask During Your First Meeting With An Estate Planning Lawyer

By David Toback |

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 »

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