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Category Archives: tampa estate planning attorney

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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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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 »

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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 »

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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 »

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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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Estate Planning for Small Business Owners in Florida

By David Toback |

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 »

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Tips for Preparing Your Estate for Retirement

By David Toback |

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 »

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Myths Regarding the Florida Probate

By David Toback |

If you live in Florida, it is important to make yourself aware of the varied nuances involved during the probate process. Probate can be mysterious, and this is why we are here with a list of myths to clear the air. Let’s have a look at some common myths. When you create a will,… Read More »

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Should Transfer on Death Accounts Be Part of Your Estate Plan?

By David Toback |

Unfortunately, many estates end up going to probate. In some states this isn’t a major issue, but in others it can be a costly headache. That is why it is important to understand how Transfer on Death accounts operate and how they can be used as an estate planning tool to help you avoid… Read More »

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When Can a Will Be Contested?

By David Toback |

You’ve heard the stories before. A son who is the only child to a doting mother who promised to leave everything to him when she died. However, after she passed away, the son discovered that his mother had recently had her will redone and left everything to her housekeeper. Is the son simply left… Read More »

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