Switch to ADA Accessible Theme
(813) 252-7529 · 100 South Ashley Drive, Suite 600 · Tampa, FL 33602
Tampa Estate Planning Attorney
Call to Schedule a Consultation Handset 813.252.7529

Recent Blog Posts

EstatePlan4

Revocable Trusts, Divorce, and Your Estate Plan

By David Toback |

Setting up a revocable trust is one of the most convenient and most flexible ways that you can keep your assets out of probate.  If you and your spouse set up a revocable trust, then you can use as much of the money as you need for yourselves and even pay some of it… Read More »

shutterstock_284026244

Is Your Will Out of Date?

By David Toback |

As every retiree knows, some things get better with age.  Your dad jokes are even funnier now that they are grandpa jokes, and now that collecting vinyl records is back in style, there is no telling which of your other old hobbies will soon get the appreciation that they deserve.  Of course, two of… Read More »

shutterstock_367776344

What Happens When You Marry the Love of Your Life After Inheriting Money from Your Parents?

By David Toback |

Finding true love late in life is a beautiful thing.  The previous pain you have experienced, whether it is from divorce, the death of your first spouse, or just many years of loneliness and assuming you would never find your perfect match, makes you appreciate your partner even more.  Even if you had a… Read More »

shutterstock_1277806525

The Foreign-Derived Intangibles Income Deduction: Good News for Small Business Owners

By David Toback |

During the COVID-19 pandemic, good news is in short supply, especially in Florida and especially for small business owners.  The relief efforts aimed at small businesses have tended to be messy in their implementation and to come with many strings attached.  The success of small businesses is essential to our economic recovery; small business… Read More »

shutterstock_1248019606

Your Out-of-State Relative or Your Local Lawyer: Who Is a Better Candidate for Personal Representative of Your Estate?

By David Toback |

An important part of your estate plan is designating someone as the personal representative of your estate, also known as the executor of your will.  For many married people, their spouse is the obvious choice, but if you are widowed or divorced, or if you have never been married, the choice is not so… Read More »

shutterstock_1096668014

How to Avoid Family Feuds: Appraise Your Clutter

By David Toback |

There are two popular clichés about personal possessions as part of estates, and they both miss something important.  The first is that, if you don’t specify in your will which personal items will go to which family member, they will fight bitterly over your possessions.  By this logic, two sisters will never speak to… Read More »

EstatePlan4

Be Sure to Update the Beneficiaries on Your Payable on Death Bank Accounts Regularly

By David Toback |

In the field of education, there is a saying that good teaching means always revising your plans.  Even if a lesson worked beautifully last year, a good teacher reviews the lesson plan before implementing it during the current year and adds any changes that could make it work better.  The importance of constant revision… Read More »

shutterstock_1523981921

Transfer on Death and Payable on Death Clauses: A Simple Way to Keep Assets Out of Probate

By David Toback |

Your will specifies who you want to inherit each of your assets after you are gone, but following the instructions in your will is only one part of the probate process.  In fact, your family members, lifelong friends, or favorite charitable causes will only receive their share of your estate after probate is finished,… Read More »

shutterstock_352841261

Probate Provides an Opportunity to Resolve Disputes About the Estate of a Deceased Person, but Better Solutions Are Available

By David Toback |

When you are the personal representative of the estate of a deceased person, probate can feel like an unnecessary burden.  For example, why do you have to wait a minimum of three months before you can collect any of the money that the deceased person left to you in his or her will?  Why… Read More »

shutterstock_198721535

If You Suspect That a Will Is Forged, Don’t Wait to Voice Your Suspicions

By David Toback |

Some of the most famous inheritance disputes from the tabloid press and from works of fiction involve the estate of a wealthy man who had been married more than once, and the conflict is between the wife to whom he was married at the end of his life and her stepchildren, the decedent’s children… Read More »

Contact Form Tab