Category Archives: Estate Planning
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 »
How Estate Planning In Tampa Can Help At Tax Time
Tax season is underway and it is typically one of the most dreaded times of the year. Between long forms, complicated federal guidelines, and the very real fear of potentially heavy tax penalties, it is easy to get overwhelmed. While you want an experienced tax professional to guide you in filing a return, consulting… Read More »
Four Estate Planning Documents Tampa Millennials Should Have In Place
If you are in your late twenties and thirties, estate planning may be something you heard your parents or grandparents refer to and thought that it does not apply to you. However, unexpected events can happen at any age, and it is important to be prepared. Our Tampa estate planning attorney shares four different… Read More »
The Important Role A Power Of Attorney Plays In Tampa Estate Planning
Most people are familiar with the role an attorney plays in legal proceedings. Designating someone to act as your power of attorney in Tampa is an altogether different thing. While this person may or may not be a legal professional, the primary concern is that they are someone you trust to manage your financial… Read More »
Tampa Estate Planning: When Is It Time To Create A Trust?
Estate planning in Tampa involves putting different types of documents in place to protect yourself, your family, and your assets. Unfortunately, many people put off creating an estate plan, leaving them vulnerable to the unexpected. A trust provides important protection. Our Tampa estate planning attorney explains more about what a trust is and when… Read More »
Helping Older Adults With Estate Planning In Tampa
Many of us have older adult friends and family members in our lives. We cherish our relationships with them and the comfort, companionship, and guidance they can provide. Unfortunately, it is easy to overlook how vulnerable these people are in terms of their health and activities. While bringing up estate planning with them can… Read More »
Expecting A Little One? Estate Planning Tips To Protect Your Family
The birth of a new family member is one of the most precious times in life, and the months leading up to the big event are both busy and fun. Amidst doctor visits, planning a nursery, and shopping for baby items, put estate planning on your to-do list. There are certain documents you need… Read More »
End Of Year Estate Planning In Tampa
The holidays come quickly. Amidst all the hustle and bustle surrounding the season, there are some important matters that need attention. Our Tampa estate planning attorney recommends steps to take now that can help ensure you and your loved ones are protected in the year ahead. Conducting An End of Year Inventory The holidays… Read More »