Switch to ADA Accessible Theme
Close Menu
+

Recent Blog Posts

Map_Pins

Probate For Part-Time Residents Of Florida

By David Toback |

The stereotype goes that old people retire to Florida, and their younger relatives use their houses as free accommodations for wintertime beach vacations, but when the elderly Floridians need the help of their younger relatives, the younger relatives pretend that they are snowed in up north, even though no blizzard could keep them from… Read More »

Facebook Twitter LinkedIn
RedCard2

The Probate Court Can Disinherit Abusive Family Members

By David Toback |

Estate planning lawyers advise clients against disinheriting family members for petty reasons.  They also advise against setting conditions on receiving payments from a testamentary trust; attempts to micromanage beyond the grave are rarely successful, especially when the testator of the will or grantor of the trust is no longer around to enjoy the Schadenfreude. … Read More »

Facebook Twitter LinkedIn
HousesAttached

Does Your Retirement Plan Include Affordable Senior Housing?

By David Toback |

Much retirement advice that ranks highly on Google search engine results pages sounds like it was written for people who spent their working years in a world vastly different from the world where you live.  For example, the writers of retirement advice websites tend to assume that people who are approaching retirement age and… Read More »

Facebook Twitter LinkedIn
POA_HealthCare

How To Write A Medical Power Of Attorney

By David Toback |

One of the challenges of planning for retirement is that it is difficult to predict how healthy you will be a certain number of years in the future.  It is hard to know whether to imagine yourself using the proceeds from the sale of your empty nest to buy a tiny house which will… Read More »

Facebook Twitter LinkedIn
SeniorCoupleHouse

Home Ownership Conundrums For Couples Who Marry Late In Life

By David Toback |

A popular saying among estate planning lawyers is that everyone who gets married after age 50 needs a prenuptial agreement.  Even if you can’t get past the association of prenuptial agreements with greedy, distrustful people whose marriages are doomed from the start, you and your new spouse need a plan for how to merge… Read More »

Facebook Twitter LinkedIn
Retire5

The Better Than Nothing Retirement Plan

By David Toback |

One day, as if out of nowhere, you realize that you are much closer to retirement age than you think.  You might receive greetings from the AARP on your 50th birthday, or you might receive an exorbitant medical bill and mentally calculate how many years it will take you to pay it off and… Read More »

Facebook Twitter LinkedIn
Mirror_Age

How To Face Your Fears About Retirement

By David Toback |

Most people retire earlier than they plan to, but not you.  A common piece of retirement advice goes that, when you are 61, you should count the number of years you want to continue working and divide that number in half to find out how soon you will probably retire.  Since you have no… Read More »

Facebook Twitter LinkedIn
ChessMove

Precautionary Moves To Prevent Or Simplify Probate Disputes

By David Toback |

You have spent years trying to keep the peace between your feuding family members, and you have reached the conclusion that you only have a limited amount of time on Earth.  Meanwhile, you figured out long ago that your financial resources are limited.  Even with the nimblest estate planning sleight of hand, there is… Read More »

Facebook Twitter LinkedIn
Probate8

Are You Prepared For The Time And Cost Of Probate?

By David Toback |

It is for good reason that people say that your 40s and 50s are the most stressful time in your life.  You are part of the “sandwich generation,” caring simultaneously for your children and your parents; both generations sometimes seem like they don’t need your help, only to catch you off guard with their… Read More »

Facebook Twitter LinkedIn
SeniorCoupleBeach2

Florida’s Sun Coast Never Goes Out Of Style As A Retirement Destination

By David Toback |

If you are looking for a peaceful, affordable place to retire, you could do worse than Florida’s Sun Coast.  The Sun Coast gets its name from the fact that it has, on average, more sunny days per year than anywhere else in Florida, making it one of the sunniest places in the United States. … Read More »

Facebook Twitter LinkedIn