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Recent Blog Posts

CommerLease

Terms You Need to Know Before Signing a Commercial Lease

By David Toback |

When you sign a commercial lease, you are making a significant commitment for your company. These leases are typically not under the same consumer protection laws as residential leases, which means that you need to know the terms of the lease and exactly what commitments you are making. Before you sign a lease, you… Read More »

EPlanning

Year End Checklist for Estate Planning

By David Toback |

It’s hard to believe that the year is almost over. However, that also means that now is the perfect time to sit down with an estate planning attorney can make sure that your plan is up to date and that it still meets your needs after changes that may have taken place within your… Read More »

BusLaw4

What Steps Should Be Taken When Dissolving a Partnership?

By David Toback |

Ending a business partnership in Florida involves multiple steps and it is important that you do them correctly. Below are a few steps that you need to consider if the partnership dissolution was voluntary and a mutual decision of the partners. Review the Partnership Agreement – Just like all matters affecting a partnership, it… Read More »

Pets

Why You Need to Include Your Pet When Creating Your Estate Plan

By David Toback |

When you start thinking of creating an estate plan, you may typically think about your financial accounts, physical property, and your family members such as your children and spouse. However, one of the things that is often forgotten is your beloved pets. Failing to plan for your pet’s future care could leave them in… Read More »

Will5

Problems with Having a Simple Will in Florida

By David Toback |

Many people are tempted to create a simple will by using forms to do the will themselves. Maybe they’ve seen such forms advertised on television or on the internet. But are they a good idea? Definitely not. The intent is good. A person tries creating a will so that their property goes first to… Read More »

Debts

Are Relatives Responsible for the Debts of a Deceased Loved One?

By David Toback |

Settling the estate of a loved one that has passed away isn’t easy. The members of the family are often left to make a variety of important decisions, including financial decisions, on behalf of their loved one. Sometimes these decisions include deciding whether to pay any debts that the debtor still owed after their… Read More »

EstPlan10

What is Undue Influence and How Does It Affect a Will?

By David Toback |

A will lets people determine what happens to their property when they pass away, but sadly, some people intentionally confuse or intimidate a vulnerable person to alter their will or create documents that they wouldn’t necessarily create on their own. This is known under Florida law as undue influence. Often times, family members of… Read More »

TaxAudit

You Can Challenge a Florida Tax Audit

By David Toback |

The Florida tax process can be harrowing, to say the least. Sometimes after the audit is complete, you just pay what you owe and move forward. However, there are times that you may not be satisfied when the audit is over. The auditor may be attempting to pressure you into paying immediately, or you… Read More »

EstatePlan7

Four Reasons Why You Need an Estate Plan Regardless of Your Income and Wealth

By David Toback |

The Tax Cut and Jobs Act (TCJA) is fully into effect and it is the first major tax overhaul in over 30 years. This means that if you haven’t reviewed your estate plan, you need to as soon as possible to determine how the tax changes will impact your plan. While people often think,… Read More »

BusPlan2

Start Succession Planning Now for Your Family Business

By David Toback |

If you’ve put your heart and soul into a family-operated business, you want to know that your business will continue to thrive after you’re gone. A well-operated family business should be able to provide for your loved ones for years after you have decided to retire from the business if you properly plan for… Read More »

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