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Category Archives: tampa estate planning attorney


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 »


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 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 into… Read More »


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 »


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 »


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 »


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 »


Domicile: Your Legal Home

By David Toback |

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

By David Toback |

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

By David Toback |

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

By David Toback |

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 »

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