Tag Archives: Tampa Estate Planning Attorney
Can You Avoid Being Disinherited?
In many cases, there may be reasons why someone chooses to disinherit a relative. Some of the reasons may be rational, and some irrational, and in some cases, the disinherited party may be aware that they will be disinherited, while in other cases, it may come as a complete surprise to the disinherited party…. Read More »
Careless Language Can Expose Exempt Assets to Creditors
In the world of estate planning, there’s good planning, no planning, and bad planning. In many cases, the third can lead to assets and property being taken by creditors, instead of being passed to your intended beneficiaries. Life Insurance Exemptions Florida provides for certain assets to be exempt from claims of creditors when you… Read More »
Simple Bank Accounts Aren’t So Simple When Doing Estate Planning
Bank accounts are probably the most common form of assets that are dealt with when someone passes away, because most people have a bank account, even if they don’t have advanced wealth management tools like trusts or securities. In many cases there are multiple names on bank accounts. How you name and term your… Read More »
Undue Influence Can Cause Problems When Changing Estate Planning Documents
We have talked in the past about how careful you have to be when changing a will or other end of life documents, particularly when the documents are those of someone who may be ill, infirm, elderly, or sick. But we have not talked about the exact legal standards for challenging a will. They’re… Read More »
Ernie Banks’ Probate and Will Dispute Provides Important Estate Planning Lessons
Well known Chicago baseball player Ernie Banks died in January of this year. In addition to his baseball prowess, he was the first black Ford dealer, and was awarded the 2013 Congressional Medal of Honor. Sadly, however, his death has raised significant estate and probate issues, and serves as a reminder of how important… Read More »
A Health Savings Account (HSA) Could Save You Some Tax Money
Health insurance has been a popular topic the last few years. Many people don’t figure health insurance into an overall estate planning strategy. But, in fact, there is a savings vehicle for health planning that may actually save you money on your taxes. What is an HSA? Many individuals find when procuring health insurance… Read More »
Can You Lose Your Homestead Protection in a Divorce?
Florida has one of the strongest homestead protections in the nation. It’s written into our Florida constitution, and it protects your homestead from being taken by creditors or anybody who gets a judgment against you (other than foreclosures, where you have specifically mortgaged your property). The protection even extends to funds that you receive… Read More »
Make Sure Your Will Includes and Excludes Those Who You Want Inheriting (or Not Inheriting)
If you have assets, it is likely that you may want to make sure that members of your family, including your children, can receive those assets by inheritance when you pass. This may seem easy and obvious—and for smaller, biological families, it can be. But in reality, not all families are the same, which… Read More »
Lawmaker Pushing for New Law Dealing with Digital Data After Death
When we think of the assets in our lives that will pass to others when we’re gone, we normally think of tangible objects of value. Florida citizens may create wills, or set up trusts, to ensure that property of value is passed on to family members after death. But a lawmaker in Florida is… Read More »
