Category Archives: Estate Planning
Tampa Healthcare Advance Directives Help Ensure Your Medical Wishes Are Honored
Tampa residents need to be proactive in managing medical decisions and one easy and effective way to do this is by creating advance directives. These convey your wishes in emergency situations and ensure your healthcare preferences are respected. Our Tampa estate planning lawyer shares more about why advance directives are essential and the specific… Read More »
Four Essential Tampa Estate Planning Tasks For Millennials
Estate planning in Tampa is important for anyone, at any age, and is not something reserved just for older adults or retirees. As millennials, which is the generation born between 1981 and 1996, reach important milestones in life, such as getting married, starting a family, and buying a home, they need the protections estate… Read More »
Including Power Of Attorney In Your Tampa Estate Plan
A power of attorney (POA) plays an important role in Tampa estate planning. It protects you against unexpected events, allowing you to designate in advance someone you trust to act on your behalf in making financial, medical, or legal decisions. Our Tampa estate planning lawyer explains more about the benefits and the process for… Read More »
Updating Your Tampa Estate Plan When You Turn 60
Turning 60 is a major milestone that often brings a new perspective on life. It is a critical time to take care of yourself and to attend to important personal and financial matters, such as estate planning. Ensuring that your estate plan aligns with your current situation and future goals helps provide peace of… Read More »
Estate Planning In Tampa Can Help You Save Money And Reduce Tax Debts
It is springtime, and with tax season approaching, Hillsborough County residents are searching for ways to protect their assets and save money. While most people associate estate planning in Tampa with preparing for the future and unexpected events, it can also be a powerful tool for protecting your rights as tax deadlines draw near…. Read More »
Estate Planning In Tampa: How To Prepare For The Year Ahead
A new year provides the perfect opportunity to reflect on your goals, review the prior year’s events, and ensure your affairs are in order for the future. While many people make resolutions about fitness, diet, or finances, one of the most important and often overlooked areas is estate planning. A well-crafted estate plan helps… Read More »
How Creating A Medicaid Trust In Tampa Protects You Now And In The Years Ahead
Medicaid is a joint federal and state-managed program providing health care and other benefits to millions across the United States. Older adults, in particular, benefit from the care and support services Medicaid offers, but many have money in bank accounts, property holdings, or other assets that prevent them from qualifying. Our Tampa estate planning… Read More »
How To Discuss Finances And Estate Planning In Tampa With Loved Ones Over The Winter
Winter is one of the most eagerly anticipated times of the year, and all the lights, fun, and festivities surrounding the season provide a much-needed lift. However, getting caught up in the season can cause you to lose focus on important matters that should be discussed. Our Tampa estate planning lawyer explains how to… Read More »
When Disaster Strikes: Estate Planning In Tampa And Other Tips To Protect Older Adults
The 2024 Atlantic hurricane season has proven devastating for communities along the Gulf Coast and beyond. Tampa and surrounding areas suffered high winds and significant flooding, posing serious hazards to local residents. If you have older loved ones in our area, you are likely concerned and wondering what you can do to help. Our… Read More »
Changes In Your Family That Prompt Changing Your Estate Plan In Tampa
Having a family of their own is a lifelong dream for many people. It provides strong emotional bonds and a means to carry on cherished traditions. Estate planning helps ensure your family is provided for, no matter what the future might hold. Our Tampa estate planning lawyer can guide you through the process. We… Read More »