813.252.7529Category Archives: tampa estate planning attorney
Early Retirement Is Overrated
You are a silver fox in a business suit. You relish your morning routine of standing in line at Starbucks with people who range in age from your peers to newly licensed drivers still in high school. Rare moments of pandemic doom scrolling notwithstanding, you can’t remember the last time you felt lonely, bored,… Read More »
Four Important Retirement Questions to Ask Yourself at the Beginning of Your Estate Planning Process
Estate planning begins long before retirement. If you walk into an estate planning lawyer’s office after you have already retired, you might be in for an unpleasant surprise, such as that you will have to live much more modestly than you were hoping to if you want your children to inherit anything from you. … Read More »
On the Art of Saying “No” to Your Children’s Demands for Money
It might be tempting to tell the parents of toddlers that parenting gets easier once your children are grown up, but it doesn’t always turn out that way. Trying to help young adult sons and daughters become financially independent can be as nerve-wracking as helping toddlers get into the habit of using the potty… Read More »
How Long Do You Have to File a Claim Against the Estate of a Deceased Person?
One of the hallmarks of a successful estate plan is that it allows nearly all of the assets you own now to pass on to your beneficiaries after you are gone. Until you have dealt with the details of probate, it is easy to assume that you have covered all your bases just by… Read More »
Domicile: Your Legal Home
The stereotype about residents of Florida not originally being from here largely holds true for the senior age group. If you live in a retirement community in Florida, there is a good chance that most of your neighbors grew up somewhere besides Florida and only moved here as adults, even if they were still… Read More »
Estate Planning Resolutions for 2021
2020 has been a year unlike any other, to say the least. If you have spent most of this year holed up at home, only seeing your family and friends on video chat, it can be hard to believe that the pandemic has had its hold on Florida for eight months. There are only… Read More »
Updating Your Estate Plan to Reflect Your Divorce
Some people say that the most difficult time to get divorced is in your 30s. Others hold that age 47 is the most stressful time in your life and, it follows, that getting divorced at that time would only compound the stress. Getting divorced when your children are minors, as is often the case… Read More »
Understanding the SECURE Act
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 »
Estate Planning for Small Business Owners in Florida
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 »
Tips for Preparing Your Estate for Retirement
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 »
