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Category Archives: Tampa Estate Planning Attorney

YoungAdult

Millennials And Estate Planning: Another Mountain Of Bad News And One Piece Of Good News

By David Toback |

If there is anyone who cannot wait for 2021 to be over, it is millennials.  Just as we didn’t need any more bad news, along comes the omicron variant to keep our kids, even the ones who are old enough for the COVID vaccine, cooped up inside for another winter, away from the Florida… Read More »

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MoneyGift

What’s Next For Gift Tax Exclusions And Estate Taxes?

By David Toback |

‘Tis the season when many financially secure parents engage in a back-and-forth about holiday gifts with their children who are probably living paycheck to paycheck, despite their efforts to keep their parents from discovering this fact.  The conversation usually starts out with a gentle proposal not to give holiday gifts this year and subtle… Read More »

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TinyHouse2

Granny Flats Are A Hot Commodity In The Tampa Bay Area

By David Toback |

Accessory dwelling units (ADUs) skyrocketed in popularity during the pandemic.  When most places are closed, and seniors were hesitant to visit supermarkets outside of senior hours, people wished to get out of the house without going to a public place.  For people who could afford them, ADUs provided the perfect solution.  They could be… Read More »

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StorageUnit

Goodbye, Clutter! Hello, Retirement!

By David Toback |

When you are young, your motivation in your career might be making a difference in the world or impressing people with your professional skills or purchasing power.  When you have children, your desire to secure a future for them affects your career goals and decisions.  After a while, though, you start to feel like… Read More »

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LifeIns

Life Insurance: An Estate Plan For The 99 Percent

By David Toback |

Estate planning lawyers emphasize the importance of keeping your assets out of probate when possible.  When an asset passes to the beneficiary without probate, the beneficiary receives it more quickly and usually does not have to pay taxes on it.  Placing assets in a trust and designating certain types of accounts as transfer on… Read More »

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TinyHouse

When Your Estate Contains Historically Significant Items

By David Toback |

Making plans for non-monetary components of your estate often involves appraising their resale value, as well as the challenging task of thinking objectively about how much sentimental value the property will hold for members of your family.  Some people hold onto family heirloom personal items for decades with the understanding that junk eventually turns… Read More »

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Early Retirement Is Overrated

By David Toback |

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 »

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Four Important Retirement Questions to Ask Yourself at the Beginning of Your Estate Planning Process

By David Toback |

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 »

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On the Art of Saying “No” to Your Children’s Demands for Money

By David Toback |

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 »

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EstPlan6

How Long Do You Have to File a Claim Against the Estate of a Deceased Person?

By David Toback |

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 »

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