Category Archives: Estate Planning
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 »
Five Situations Where You Need To Hire A Tampa Estate Planning Lawyer
Estate planning in Tampa involves thoroughly reviewing your financial situation, establishing different types of legal documents, and taking other steps to protect yourself and your loved ones in case the unexpected happens. It’s never too early to start planning, and not having an estate plan can create serious complications, particularly in certain scenarios. The… Read More »
The Benefits Of A Tampa Trust And Five Surprising Provisions It Can Contain
A will serves as a guide through Hillsborough Probate Court proceedings. In the event of your death, it provides a list of all property and assets, designates your beneficiaries, and determines how property and assets are divided among them. It is something everyone needs to have in place, but there are many situations in… Read More »
Tampa Estate Planning For Millennials
Millennials include anyone born between 1981 and 1996. Those on the younger side of the spectrum are often focused on building their careers, while many older millennials are busy raising young families. Unfortunately, they face serious struggles in obtaining good jobs, quality health care, homeownership, and other things prior generations took for granted harder…. Read More »
Assessing The Value Of Property And Assets When Creating A Will In Tampa
One of the first steps in Tampa estate planning is compiling a list of all property and assets you currently possess. You will need this inventory when creating a will and detailing how it is to be divided among beneficiaries. Our Tampa estate planning lawyer explains how to estimate the value of each item… Read More »
How To Update Your Will During The Summer Season
The summers are often filled with gatherings of family and friends. Unfortunately, busy schedules and distance may prevent us from getting together at other times of the year. While you reacquaint yourself, keep in mind that changes in your family and relationships could prompt needed updates to your will. Our Tampa estate planning lawyer… Read More »
Seven Important Items To Include In A Tampa Will
Unexpected events can happen that put you and your loved ones at risk. Estate planning helps protect you, your family, and your assets when they do. It involves putting different types of legal documents in place, one of the most important being a will. If you have not created one, or your will needs… Read More »
Five Benefits Of Using A Trust In Tampa Estate Planning
Estate planning is closely associated with creating a will. While a will is undoubtedly important and something everyone should have in place, there are other estate planning tools that can help protect you, your loved ones, and your assets. A trust is one of those tools. Our Tampa estate planning lawyer explains more about… Read More »