Category Archives: Tampa Estate Planning Attorney
Late In Life Divorce Is Simpler Than Dealing With An Estranged Spouse During Probate
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 »
Single Ladies Of Modest Means, Choose Your Own Estate Planning Adventure
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 »
Millennials And Estate Planning: Another Mountain Of Bad News And One Piece Of Good News
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 »
What’s Next For Gift Tax Exclusions And Estate Taxes?
‘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 »
Granny Flats Are A Hot Commodity In The Tampa Bay Area
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 »
Goodbye, Clutter! Hello, Retirement!
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 »
Life Insurance: An Estate Plan For The 99 Percent
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
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 »
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 »
