Category Archives: Estate Planning
Tampa Estate Planning For Small Business Owners
Being your own boss and operating a small business offers many benefits, but also carries heavy responsibilities. Planning for the future and any unexpected situations that may arise plays a crucial role in your success. Our Tampa estate planning attorney explains some of the documents small business owners need to have in place. Planning… Read More »
Dealing With Cognitive Impairments? Tampa Estate Planning Documents Help Avoid Guardianship Proceedings
Most people value their independence and the ability to chart their own course through life. Unfortunately, cognitive impairments can happen for a variety of reasons and may quickly derail your plans. As your condition progresses, friends and family are likely to have serious, often valid concerns about your ability to care for yourself or… Read More »
Spring Cleaning? Five Tips To Streamline Estate Planning In Tampa
Spring offers the opportunity to do a thorough housecleaning, getting rid of unwanted items and reorganizing others. Sorting through personal documents as part of spring cleaning can provide peace of mind and provides the perfect opportunity to review your estate planning documents. Our Tampa estate planning attorney offers tips to help streamline the process…. Read More »
Six Tips From Our Estate Planning Attorney To Protect Your Assets In A Divorce
The end of a marriage is always difficult, and there are numerous important matters you will likely need to address. One of these concerns estate planning. Our Tampa estate planning attorney offers six tips that can help protect your assets. Estate Planning In The Event Of A Divorce Estate planning involves putting legal documents… Read More »
How To Talk To Older Adults About Estate Planning In Tampa
May is National Older Americans Month and focuses on the contributions people over the age of 65 make in our lives and our community. It also raises awareness of the challenges they face and ways in which their loved ones can help. Estate planning can be a difficult topic to discuss with aging parents… Read More »
Estate Planning In Tampa: Addressing Long-Term Care And End-Of-Life Issues
Estate planning in Tampa helps to protect you and your loved ones in case of unexpected events. It details your wishes in the event of your death and helps ensure the people you love are provided for in the aftermath. Having a Tampa estate plan also helps in navigating serious issues that are likely… Read More »
Tampa Medicaid Eligibility And Benefits That Save You Money On Long-Term Care
Medicaid planning in Tampa can play a vital role in ensuring you are provided for in the future while protecting your property and assets. Qualifying for the program provides coverage of nursing home and other long-term care costs, preventing you from having to pay out of pocket. Our Tampa estate planning attorney explains the… Read More »
How The Corporate Transparency Act Impacts Estate Planning In Tampa
The Corporate Transparency Act (CTA) is a federal law that went into effect on January 1, 2024. Part of the National Defense Authorization Act, it requires certain types of businesses to report ownership information to the Financial Crimes Enforcement Network (FinCEN). The goal is to crack down on criminal enterprises that use a seemingly… Read More »
Getting Married? Common Questions About Estate Planning In Tampa
Spring is one of the most popular times of the year for couples to get married. While you may be busy planning for the big day, take time to think about the future. Our Tampa estate planning attorney explains the documents you need and answers five commonly asked questions from engaged clients. The Importance… Read More »
Tampa Estate Planning Tips For Newly Engaged Couples
The holidays are one of the most common times of year for couples to get engaged. If you and your partner recently tied the knot, the months ahead are likely to be filled with wedding plans and other tasks required to create a new life together. Amidst your busy schedule, make time for estate… Read More »