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Elder Law & Legacy Planning in Tampa, FL
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The Importance of Estate Planning for Newlyweds

The Importance of Estate Planning for Newlyweds

by Florida Elder Law & Legacy Planning | Feb 25, 2025 | Estate Planning

Now that you’ve exchanged vows and committed to a lifetime of love and happiness together, you’re probably focusing on completing some post-wedding tasks. But beyond sending thank you notes, preserving your florals, and planning a honeymoon, is estate planning on your...
Keeping Your Estate Planning Documents Organized and Safely Stored During a Natural Disaster

Keeping Your Estate Planning Documents Organized and Safely Stored During a Natural Disaster

by Florida Elder Law & Legacy Planning | Oct 6, 2024 | Estate Planning

Natural disasters like hurricanes and floods can strike with little warning, wreaking havoc onhomes and belongings. One of the most critical aspects of preparedness is ensuring that yourestate planning documents are not only organized but also securely stored to...
5 Key Differences Between Wills and Trusts

5 Key Differences Between Wills and Trusts

by Florida Elder Law & Legacy Planning | Aug 9, 2024 | Estate Planning, Wills and Trusts

Understanding the distinctions between wills and trusts is pivotal in estate planning, offering different avenues to manage and distribute assets after one’s passing. Each serves unique purposes and comes with its own set of advantages and limitations.  This article...
Who Can Challenge a Will and Why?

Who Can Challenge a Will and Why?

by Florida Elder Law & Legacy Planning | Aug 3, 2024 | Estate Planning, Probate Administration, Wills and Trusts

Challenging a will is a legal process that can arise when disputes occur over the distribution of a deceased person’s estate. Understanding who can challenge a will and the valid reasons for such a challenge is crucial for both estate planners and potential...
Estate Planning Awareness Week: The Importance to You and Your Family of Having an Estate Plan

Estate Planning Awareness Week: The Importance to You and Your Family of Having an Estate Plan

by Florida Elder Law & Legacy Planning | Oct 18, 2023 | Estate Planning, Wills and Trusts

In 2008, Congress recognized the need for the public to understand the importance and benefits of estate planning by passing House Resolution 1499, which designated the third week of October as National Estate Planning Awareness Week. Nevertheless, according to a 2019...
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