Tag Archives: Tampa Estate Planning Lawyer
Having Debt May Not Always Be So Bad
If you asked people whether they would prefer to have debt, or no debt, you’d probably get a resounding vote for “no debt.” Debt is bad, so we’re told, and we should do whatever we can to avoid it. But those opinions often don’t consider asset protection and estate planning, which sometimes can reward… Read More »
Could Getting Married Cost You Government Benefits?
Now that the right to marry has been extended to all people, it’s tempting and understandable for many couples to rush to tie the knot. We’ve previously discussed how many standard estate planning documents may need to be altered or created when a couple gets married. But planning for marriage goes beyond just altering… Read More »
Estate Planning Issues for Same-Sex Couples
The United States Supreme Court has now legalized gay marriage. Aside from the emotional and societal impact of its decision, the decision also carries important ramifications when it comes to estate planning. However, because the decision is so new, many of the estate planning issues come in the form of questions, rather than answers…. Read More »
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 »
Florida’s Death Presumption Statute Can Aid in Difficult Situations
When someone passes away, there is almost always the attendant grief and sorrow that goes along with it. When we are aware of a passing, relatives can begin making proper arrangements for the disposition of assets, hopefully with the aid of estate documents that have determined how property should be handled. But there can… Read More »
Your State of Residence Can Have a Big Tax Impact on Your Estate
Where do you live? This seems like a simple question. But for many, it can pose significant estate planning issues. And the answer to it can make a difference of millions of dollars in estate taxes that you or your beneficiaries may have to pay. Why Your Home State Matters This is a particularly… Read More »
Do You Always Need to Change Estate Documents After a Divorce?
We all know that the issue of estate planning tends to come up when you or someone you know gets sick. But it also comes up in the context of divorce. A divorce is a trigger to many clients, pushing them to either create documents, or revisit already created ones, to make sure that… Read More »
A Living Trust Could Be The Right Tool For You–Even if You’re Not Rich
When we talk about trusts, there is a misconception that they’re only for the very wealthy. Terms like “trust fund baby” have created the impression that the average middle class person doesn’t need to worry about trusts. But living trusts can help everyone, and can give you some peace of mind in planning your… Read More »
Gay Couples Shouldn’t Assume New Laws Give Them All the Protection They Need
Same-sex marriages are now protected under the law in Florida, along with many other states. But while the recognition of marriage is legally recognized, that doesn’t automatically mean that same-sex couples can assume they have the same legal rights as heterosexual couples in every area of the law. This is especially true given that… Read More »
If You’re In Foreclosure, Don’t Forget Tax Consequences of Getting Out of It
It’s been said that the economy is improving, and there’s no better indication of that than the fact that foreclosures are generally down. But they haven’t disappeared forever. And if you’re in foreclosure and looking at options to get out of it, the last thing that may be on your mind may be taxes…. Read More »
