Author Archives: Jay Butchko
Four Ways To Provide For Your Favorite Non-Profits In Tampa Estate Planning
Creating an estate plan can help to protect your assets and ensure loved ones are provided for in the years to come. For many people, certain charities, arts organizations, and other non-profits play an important role in their lives. Including these groups or individuals in your estate planning makes sense financially and helps them… Read More »
Medicaid Planning Protects Your Life Savings And Offsets Long-Term Care Costs In Florida
You work hard all your life to provide for your loved ones and to put money away for the future. Unfortunately, with aging often comes the need for increased help both in terms of your health and in performing even basic household tasks. For many older adults, long-term care is eventually needed. However, it… Read More »
Five Types Of Detailed Distributions You Can Make Through A Trust
Trusts play an important role in estate planning, providing tax benefits, and can aid in protecting assets by assuring Medicaid eligibility. Another major, yet often overlooked, benefit is that a trust also allows you to make more detailed distributions among your heirs. Our Tampa trust attorney provides five common examples of how clients and… Read More »
Four Estate Planning Goals To Set For 2023
Estate planning is important for everyone, regardless of financial status. It aids in protecting your current assets, allows you to make provisions for unexpected events, and helps in ensuring both you and those you love are provided for in the future. If you are unfamiliar with estate planning, the idea of it may seem… Read More »
New Year’s Tax Planning Tips
The end of the year typically involves a flurry of activities, most of which center around preparing for the holiday season. For many people, while attending to end-of-year tax planning is important, it is also easily forgotten or at the bottom of to-do lists. Now that a new year has begun and your mailbox… Read More »
What To Know About The Florida Homestead Law & The Homestead Exemption
Florida has perhaps the strongest and most comprehensive homestead laws in the entire country. It is a potentially powerful asset protection tool for people and families in our region. It is important that you understand what a homestead is and how the law works. Within this article, our Tampa estate planning attorney explains the… Read More »
Proactive Strategies For Preparing Your Estate For The Probate Process In Florida
As described simply by the Florida Courts, “probate is a court-supervised process” that involves the identification, gathering, and, eventually, the distribution of the assets of a decedent (deceased person). You may have heard horror stories about the probate process. The good news is that it does not have to be that way. Here, our… Read More »
Four Estate Planning Tips For Long-Term Couples Who Are Cohabitating In Florida
A growing share of American couples are cohabitating in long-term relationships without getting married. Indeed, the Pew Research Center reports that 6 in 10 Americans surveyed have lived with a long-term romantic partner outside of marriage. For long-term cohabitating couples, estate planning can be a unique challenge. There are specialized strategies that these couples… Read More »
Adult Guardianships In Florida: Understanding The Less Restrictive Alternatives
There may come a time when a person is unable to manage their own financial and legal affairs. Incapacity can put a tremendous hardship on both the vulnerable person and their family. An adult guardianship is a legal tool that helps to ensure that vulnerable people get the protection that they need. At the… Read More »
Creating An Estate Plan “Blueprint”
Thinking about what happens after we die – and what happens to what we leave behind – is one of life’s toughest challenges. Taking those steps and setting up an estate plan requires patience, strength, and strategy. This is a big challenge for many people – only 46% of Americans have a will describing… Read More »