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Tag Archives: Tampa Estate Planning Attorney

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Do I Need to Consider Retitling My Home or Other Assets?

By David Toback |

Because Medicaid is based on need, the program has limits on how much value an applicant for the program and their spouse may have. A typical Medicaid applicant is allowed to have between $1,500 and $3,000 in their own name after they qualify for Medicaid. There is a higher limit that the applicant’s healthy… Read More »

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Four Reasons Why You Need an Estate Plan Regardless of Your Income and Wealth

By David Toback |

The Tax Cut and Jobs Act (TCJA) is fully into effect and it is the first major tax overhaul in over 30 years. This means that if you haven’t reviewed your estate plan, you need to as soon as possible to determine how the tax changes will impact your plan. While people often think,… Read More »

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Which Assets are Protected from Creditors Under Florida Law?

By David Toback |

One of the goals of an estate planning attorney is to make sure his clients’ assets are protected. And, to be sure, one of the most important assets a person has is their retirement account. Unfortunately, these accounts are often the target of creditors, but luckily, many types of retirement accounts are protected by… Read More »

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Common Mistakes When Considering Estate Planning

By David Toback |

Contrary to what you may believe, estate plans aren’t just for those people that have significant assets. If you have at least one thing of value, including a home, car, or bank account, you need an estate plan. Not only will it give you peace of mind, but it can also make sure that… Read More »

HealthCare

Doctors Face Unique Legal Issue With Health Care Directive Tattoo

By David Toback |

In the world of estate planning and long term care, there are a number of ways to make sure that your affairs are handled. When we talk about “affairs,” we are not just talking about finances and assets, but also your medical care in the event that someone else needs to make medical decisions… Read More »

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Don’t Overlook These Estate Planning Details

By David Toback |

If you have carefully drafted an estate plan, which leaves your assets to the individuals that you want it to, sets up a few trusts and asset protection vehicles, and accounts for medical directives and powers of attorney in case you are unable to tend to your affairs, congratulations are in order. You have… Read More »

Guardianship

Recent Case Strengthens Right to Marry for Incapacitated People

By David Toback |

Guardianship laws have come under some criticism lately for bringing out greed and corruption. The system appoints a guardian to care for another person’s (called a “ward”) affairs when the ward cannot do so for himself, for example, when the ward is physically or mentally incapacitated. A recent case brings up yet another potential… Read More »

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What is a Do Not Hospitalize Directive?

By David Toback |

A recent article points out how a potentially important directive is sometimes overlooked in the arsenal of health care directives. We’re used to planning ahead to appoint health care surrogates, powers of attorney, or issuing do not resuscitate (DNR) orders. But what about a do not hospitalize order? The Do Not Hospitalize Order As… Read More »

Money

Inheritances Can Have Unintended Effects of Medicaid Benefits

By David Toback |

Although the idea of receiving an inheritance may or may not be a positive thing, depending on who it is that passed away and left you the inheritance, there is one kind of inheritance that is almost always bad: The kind that jeopardizes your Medicaid benefits. Unfortunately, many Florida seniors lose or risk losing… Read More »

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Estate Planning Issues with Bitcoin

By David Toback |

In case you hadn’t noticed, the value of virtual currency Bitcoin is going through the roof. This is just one fluctuation in the value of the currency, which has, during its short lifetime, both dropped in value dramatically and seen its value skyrocket in short periods of time. The operative word for Bitcoin thus… Read More »

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