The firm’s elder law and estate planning attorney, Elizabeth P. Allen, attended the Health Fair at Unisen Senior Living in Tampa on May 6th. It was a well attended, informative and fun event. Representatives from many businesses that assist seniors and their families were there. Ms. Allen provided attendees with information concerning her estate […]
This is the final installment (see the May 6th and August 16th blogs) dealing with potential actions (or inactions) that may lead to a battle over your estate when you are gone. LATE MARRIAGE. Marrying later in life, especially a May-December match-up can cause resentment among the heirs especially where the children are all those […]
This is the second installment to the blog posted May 6th. Here is another warning sign that family may battle over your estate when you are gone. UNDUE INFLUENCE. Not everyone can have a Will made. First, you have to be of legal age-here in Florida that means 18 years old. Second, you must have […]
Think no one in your family will fight over your estate after you’ve died? Think again. Here is Part 1 of warning signs that could lead to family disharmony and legal strife. SIBLING RIVALRY. Mom (or Dad) always liked you best. Yeah, but Dad paid for your wedding. Yeah but he paid for your college. […]
In December, 2019, the President signed into law the Setting Every Community Up for Retirement Enhancement (SECURE) Act which took effect on January 1, 2020. This law has made significant changes in some of the retirement account rules which previously existed. Some of the changes include delaying the date on which a person must begin […]
Think no one in your family will fight over your estate after you’ve died? Here is PART 1 of The Seven Warning Signs of a Potential Estate Battle. Warning sign # 1: SIBLING RIVALRY. Mom (or Dad) always liked you best. Yeah, but Dad paid for your wedding. Yeah, but he paid for YOUR college. […]
If you don’t have a Will a laywer can prepare one for you. However, what if you want to save money and do it yourself? You surely can “do it yourself” but “save money”?? Here is a little cautionary tale to consider: Former Chief Justice of the United States Supreme Court, Warren Burger, took […]
Gibbons | Neuman Attorney Beverly White will be talking about Pet Trusts as part of a panel on Estate Planning hosted by the Humane Society of Tampa on April 25 at 4:00 pm at 4023 N. Armenia Ave., Suite 200, Tampa, FL 33607. The event topics include discussion on the types of planned gifts and […]
Some friends were sharing a bottle of wine and the conversation turned to remembering someone who had “passed away.” The next thing you know, the friends began listing the euphemisms that we use in our society for death or dying. The list they came up with before the wine bottle was empty is quite lengthy. […]
Families with children, grandchildren or other family members (such as parents) with special needs have unique planning requirements. There are numerous misconceptions in this area that can result in costly mistakes when planning for special needs beneficiaries. Understanding the pitfalls associated with special needs planning is a must for all of us who assist families […]