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Category Archives: Estate Planning

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It’s Time For A Will Witnessing Party

By David Toback |

Floridians have an extraordinary talent for finding reasons to have a party.  If our marriage fell apart, such that we no longer have a wedding anniversary, we celebrate our divorce anniversary; whether or not we invite our ex depends on how acrimonious the divorce was.  If a hurricane blows through Florida and we live… Read More »

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Buying A Modestly Sized House In Central Florida Might Be More Of A Challenge Than You Think

By David Toback |

Every time the temperatures drop below freezing, the folks up north quickly tire of scraping the ice off of their cars in preparation for a slippery commute to work, and they start to daydream about retiring and moving to Florida, so that they can get away from both work and snow.  If you are… Read More »

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Estate Planning In A Panic Is Better Than Not Estate Planning At All

By David Toback |

It’s after midnight, and the house is quiet.  Even though every sound your children make when they are awake drives you up the wall, their innocent, expressionless faces and the sound of their deep breaths when they are asleep fill you with calm.  At least, they usually do.  Tonight, you are acutely aware of… Read More »

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Who’s Afraid Of Skilled Nursing Facilities?

By David Toback |

You can tell just by a quick exploration of an estate planning law firm’s website that nursing home planning is part of the process.  When you are in middle age, and your every moment is taken up by parenting or work, going to a nursing home or assisted living facility seems like something that… Read More »

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Toward An Affordable Retirement In Florida

By David Toback |

You have probably been hearing that your retirement savings goal should be $1 million by age 65 since before you started receiving mail from the AARP.  The chorus of voices that says that $1 million only yields you a meager retirement income, and that you need significantly more than that to retire comfortably, has… Read More »

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On The Importance Of Designating Successor Beneficiaries

By David Toback |

One way to get started on your estate plan is to convince yourself that you can set it and forget it.  You can tell yourself that it only takes a few hours to write a will, but after you invest these few hours, you will save your family a lifetime of heartache.  It is… Read More »

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Florida’s New Alimony Laws Are A Rude Awakening For Divorced Seniors

By David Toback |

Every divorced person should rewrite his or her estate plan, but most of them do not, at least not until a serious health problem or a serious remarriage prospect appears.  While it would be lovely to approach your estate plan with an abundance mindset, a lot of people’s motivation to get started on their… Read More »

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Reality Check: Your Clutter Will Not Destroy Your Family

By David Toback |

On some corners of the Internet, people seem to think that a person’s moral worth is inversely proportional to the amount of stuff he or she owns.  By this logic, your grandmother’s kindness and generosity were canceled out by her collection of souvenir spoons that formed such a thick layer on the walls of… Read More »

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Considerations About Inheriting Real Estate

By David Toback |

The annoyances of homeownership are a popular subject of conversation at housewarming parties.  The new homeowners will proudly humblebrag about all the costly repairs they made before they moved in and the ones they plan to make next.  The conversation then turns to a game of one-upmanship about homeowners’ association dues and the aches… Read More »

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An Estate Plan For Your Intangible Heritage

By David Toback |

The clients of estate planning lawyers invest a lot of time on saving money after they die, which, when you say it out loud, sounds absurd.  Everyone knows that going out of your way to avoid spending money even when you are financially secure isn’t about wanting to avoid poverty; it’s about wanting to… Read More »

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