Tag Archives: Tampa Estate Planning Lawyers
The Importance of Protecting the Future Through Special Needs Estate Planning for Tampa Bay Families
Did you know that families with loved ones who have special needs face unique challenges when planning for the future? Special needs estate planning goes beyond traditional estate planning by addressing the specific financial, legal, and care requirements of a person with disabilities. For families in Tampa Bay, ensuring that their loved ones are… Read More »
7 Estate Planning Tips Every Floridian Needs Today
Estate planning is a crucial aspect of financial and personal preparedness that ensures your wishes are honored and your loved ones are taken care of both during life and after you pass. Whether you are starting your Florida estate plan or revisiting an existing one, it is essential to align your documents with Florida’s… Read More »
Smart Wealth Management Techniques for Baby Boomers in Estate Planning
Are you a Baby Boomer living in Florida? As Baby Boomers move into retirement and beyond, there is a need for estate planning to become an essential component of a financial strategy. Good and effective estate planning not only ensures the smooth transfer of wealth to the next generation but also helps to minimize… Read More »
Understanding the Risks of Using AI for Florida Estate Planning Today
Are you contemplating using some form of artificial intelligence (AI) in the creation of an estate plan? Many of us use technology to communicate with our family, maintain our bank accounts, purchase items or more, but should we also include legal matters such as estate planning? AI tools may offer convenience and a semblance… Read More »
Why Do Trusts Often Fail?
Are you wondering whether you should have a trust? Are you unsure what a trust is? A trust is an estate planning tool that you, the grantor, can place all your assets into. It is highly recommended that you have a Florida estate planning attorney help and advise you in the creation of your… Read More »
Estate Planning Remarriage Tips to Consider This Valentine’s Day
With thoughts of Valentine’s Day in mind during February are you planning to remarry, or have you already remarried? If your answer is yes to either query, there are three essential points about estate planning and remarriage that you may need to understand and discuss with your future or current spouse. In addition, you… Read More »
Reasons Why Estate Planning for Digital Assets is Important in the New Year
This month are you beginning to work on accomplishing your 2022 New Year’s resolutions? Did you include understanding how to protect your digital assets, which is currently a hot topic? Data security is in the headlines and digital privacy is on the mind of many Floridians. January is a good time to research how… Read More »
Have an Estate Plan? Review this End of the Year Checklist.
As 2021 quickly comes to a close, do you still have many things on your to-do list? Are you spending time with family, trying to make plans for the new year and ensuring that you accomplish what you wanted to during this year? During this time of planning, we encourage you to also focus… Read More »
Do You Know How to Prepare Your Estate for Proposed Tax Law Changes
Are you aware of the news stating that the tax benefits that most Americans have benefited from for the past few years are under threat of being eliminated? In our practice, estate planning, and the variations surrounding passing your generational wealth to your family, continues to be at the forefront of our minds. Many… Read More »
Estate Planning Tips Single Floridians Need When They Near the Proposed Tax Limits
Did you know that the state of Florida does not impose an estate or inheritance tax? This is great news, but some residents may have to remain mindful of the federal estate tax limits. While the current exemptions are high enough that very few Americans need to be concerned, at a federal exclusion of… Read More »
