Category Archives: Tampa Estate Planning Attorney
Does Selling Your Small Business Count As A Retirement Plan?
If you believe the histrionic news reports and the snarky listicles on social media, all the Baby Boomers retired at age 65 from corporate jobs and rode off into the sunset toward their houses with paid off mortgages and their retirement pensions and savings accounts that would enable them to lounge on the beach… Read More »
How To Stop Long-Term Care Expenses From Tanking Your Estate Plan
If you can see two people from where you are right now, the chances are high that at least one of them has medical debt; approximately half of American adults have medical bills that they have not yet paid off in full. The only thing more disastrous to one’s finances than being unequipped to… Read More »
Inflation Proofing Your Retirement Plan
You thought you were doing everything rate, saving at least five percent of your income in a savings account, maximizing your employer-matched retirement contributions, and saving up for in-state university tuition for your children. Now that you are getting closer to retirement age, inflation is the highest it has been in decades, and the… Read More »
Getting The Best Value From Annuities
If you have a retirement pension that pays you a fixed income every month for life, consider yourself lucky, but employers have been getting less generous with these kinds of benefits over the years, so most people do not have employer-provided pensions. The closest thing you can do to buying a pension is to… Read More »
An Assessment Tool For Determining Whether Elderly Adults Understand Their Own Decisions
It is not difficult to find horror stories about seniors being unfairly placed under guardianship or about the most vulnerable adults, who truly are unable to make their own decisions about finances and medical care, being entrusted to unscrupulous guardians. The most nightmarish cases are about whether it is one person’s word against another’s… Read More »
How The Separation Of Church And State Affects Your Estate Plan
The First Amendment to the United States Constitution provides for the separation of church and state. This means not only that the United States does not have an official state religion and that people are free to practice any religion or none at all, but also that the federal and state courts in the… Read More »
Smartphone Apps Are For Estate Planning, Too
Family law courts sometimes order divorced couples who cannot stand to be in the same room and cannot talk to each other without fighting to download co-parenting apps like Our Family Wizard, which enable parents to communicate by text message, archiving the messages to show to the court, if necessary, and even warning parents,… Read More »
Estate Planning In A World Where 50 Percent Of Seniors Will Develop Dementia
The fun parts of estate planning are the parts alluded to in the photos on the websites of estate planning law firms. You see pictures of seniors walking on the beach with their grandchildren and dancing on the dancefloor as they celebrate their 50th wedding anniversary. These pictures would make you think that estate… Read More »
Getting Over Estate Planning Procrastination
If you are in your forties and employed, and especially if you have children, it is safe to assume that you have developed the skill of planning and sticking to your plans. You schedule and attend doctors’ appointments for yourself and your children, you gather your tax documents and file your income tax returns,… Read More »
Senior Lovebirds, Review Your Prenup Today
Ask anyone who met their spouse late in life, and they will tell you that over 50 is the best time to fall in love. Late in life romance is all fun and no games. When you put a ring on it after AARP newsletters start arriving in your mailbox, you have already made… Read More »
