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Tag Archives: Tampa Probate Attorney

Having Debt May Not Always Be So Bad

By David Toback |

If you asked people whether they would prefer to have debt, or no debt, you’d probably get a resounding vote for “no debt.” Debt is bad, so we’re told, and we should do whatever we can to avoid it. But those opinions often don’t consider asset protection and estate planning, which sometimes can reward… Read More »

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Could Getting Married Cost You Government Benefits?

By David Toback |

Now that the right to marry has been extended to all people, it’s tempting and understandable for many couples to rush to tie the knot. We’ve previously discussed how many standard estate planning documents may need to be altered or created when a couple gets married. But planning for marriage goes beyond just altering… Read More »

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Estate Planning Issues for Same-Sex Couples

By David Toback |

The United States Supreme Court has now legalized gay marriage. Aside from the emotional and societal impact of its decision, the decision also carries important ramifications when it comes to estate planning. However, because the decision is so new, many of the estate planning issues come in the form of questions, rather than answers…. Read More »

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Florida’s Death Presumption Statute Can Aid in Difficult Situations

By David Toback |

When someone passes away, there is almost always the attendant grief and sorrow that goes along with it. When we are aware of a passing, relatives can begin making proper arrangements for the disposition of assets, hopefully with the aid of estate documents that have determined how property should be handled. But there can… Read More »

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Your State of Residence Can Have a Big Tax Impact on Your Estate

By David Toback |

Where do you live? This seems like a simple question. But for many, it can pose significant estate planning issues. And the answer to it can make a difference of millions of dollars in estate taxes that you or your beneficiaries may have to pay. Why Your Home State Matters This is a particularly… Read More »

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Simple Bank Accounts Aren’t So Simple When Doing Estate Planning

By David Toback |

Bank accounts are probably the most common form of assets that are dealt with when someone passes away, because most people have a bank account, even if they don’t have advanced wealth management tools like trusts or securities. In many cases there are multiple names on bank accounts. How you name and term your… Read More »

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If You’re In Foreclosure, Don’t Forget Tax Consequences of Getting Out of It

By David Toback |

It’s been said that the economy is improving, and there’s no better indication of that than the fact that foreclosures are generally down. But they haven’t disappeared forever. And if you’re in foreclosure and looking at options to get out of it, the last thing that may be on your mind may be taxes…. Read More »

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