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Category Archives: Tampa Estate Planning Attorney

Old_Man

An Assessment Tool For Determining Whether Elderly Adults Understand Their Own Decisions

By David Toback |

It is not difficult to find horror stories about seniors being unfairly placed under guardianship or about the most vulnerable adults, who truly are unable to make their own decisions about finances and medical care, being entrusted to unscrupulous guardians.  The most nightmarish cases are about whether it is one person’s word against another’s… Read More »

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ChurchState

How The Separation Of Church And State Affects Your Estate Plan

By David Toback |

The First Amendment to the United States Constitution provides for the separation of church and state.  This means not only that the United States does not have an official state religion and that people are free to practice any religion or none at all, but also that the federal and state courts in the… Read More »

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Apps

Smartphone Apps Are For Estate Planning, Too

By David Toback |

Family law courts sometimes order divorced couples who cannot stand to be in the same room and cannot talk to each other without fighting to download co-parenting apps like Our Family Wizard, which enable parents to communicate by text message, archiving the messages to show to the court, if necessary, and even warning parents,… Read More »

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Dementia

Estate Planning In A World Where 50 Percent Of Seniors Will Develop Dementia

By David Toback |

The fun parts of estate planning are the parts alluded to in the photos on the websites of estate planning law firms.  You see pictures of seniors walking on the beach with their grandchildren and dancing on the dancefloor as they celebrate their 50th wedding anniversary.  These pictures would make you think that estate… Read More »

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Procrastination

Getting Over Estate Planning Procrastination

By David Toback |

If you are in your forties and employed, and especially if you have children, it is safe to assume that you have developed the skill of planning and sticking to your plans.  You schedule and attend doctors’ appointments for yourself and your children, you gather your tax documents and file your income tax returns,… Read More »

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SeniorLove

Senior Lovebirds, Review Your Prenup Today

By David Toback |

Ask anyone who met their spouse late in life, and they will tell you that over 50 is the best time to fall in love.  Late in life romance is all fun and no games.  When you put a ring on it after AARP newsletters start arriving in your mailbox, you have already made… Read More »

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GrayDiv5

Late In Life Divorce Is Simpler Than Dealing With An Estranged Spouse During Probate

By David Toback |

In a marriage that lasts decades, no one is happy every minute, but people’s reasons vary regarding whether to divorce or to stay together.  Some value family unity and do not want to complicate their relationships with their children, grandchildren, and in-laws.  Others decide that life is too short to spend their golden years… Read More »

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Friends

Single Ladies Of Modest Means, Choose Your Own Estate Planning Adventure

By David Toback |

You don’t need to search for news reports that specifically address age and gender discrimination, because evidence of these types of discrimination are everywhere.  Just look at how big of a business med spas are, not least in image-conscious Florida.  Whether you color your gray hair is no one’s business but yours, but it… Read More »

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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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