Category: Estate Planning

3 Reasons for Tampa Bay Seniors to Re-Evaluate an Estate Plan

Developing a sound estate plan is one of the wisest decisions anyone can make, but keeping it current is just as important. Estate plans can be revisited at any time and for virtually any reason. The best time to re-evaluate an existing estate plan can be either every few years or after a significant life

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Estate Planning Tips for Tampa Bay Baby Boomers in 2020

Estate planning is essential for everybody, but especially for Tampa Bay Baby Boomers. A well-executed estate plan provides for your family after you are gone and ensures that your wishes are carried out. Your plan will speak for you when you can no longer speak for yourself, so it should be as thorough and detailed

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How Baby Boomers Can Benefit From Estate Planning This Estate Planning Awareness Week

Losing a loved one is a devastating life event regardless of age. Baby Boomers, born between 1943 and 1964, are in the unique position of soon losing their parents, if not already, and themselves are advancing into their later years. In fact, an estimated 10,000 Boomers will reach age 65 every day until 2030. Creating

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Ideas for Talking to Your Kids About Estate Planning During the Holidays

One of the most challenging decisions about the estate planning process is how to effectively discuss your plans with your children. If you are spending quality time with your children this holiday season, you may consider using this time to have an open conversation about your estate plan. While there is no best way to

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How to Plan for the Loss of a Spouse

Navigating life after your spouse has passed can be one of the most challenging, emotionally taxing, and uncomfortable times in your life. All of this may be magnified if you and your spouse did not have an estate plan in place. The existence of an estate plan can provide the surviving spouse comfort and ease

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Tips for Seniors to be Prepared for After a Hurricane Passes

As Floridians, we know hurricanes are massive storms marked by a rapidly rotating storm system with extremely strong winds. They contain a spiral arrangement of thunderstorms that produce heavy rains and coastal storm surges. Sometimes, they’re as big as our state. With so much potential for danger, including falling trees and flying debris, it’s critically

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Why We Didn’t Know About Gene Wilder’s Illness: A Client-Centered Estate Plan

Most of us were surprised by learning Gene Wilder suffered from Alzheimers. Yet, as estate planning and elder care lawyers, we have to be in awe of how well he [obviously] planned for the time when he wouldn’t have capacity and how his care would be handled until his peaceful demise. We didn’t learn of

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