Tampa, FL
Estate planning Lawyer at Tampa, FL
Practice Areas: Estate Planning, Business, Elder Law
“I Thought Junior Would Take Over” Many mistakenly fall into a common trap of assuming one of their children will step in and carry on the family business. But let’s face it; sometimes our kids think...
See Full GuideTrustmaker This is the client. Sometimes, this role is also called a Grantor, a Settlor or a Trustor. Our advice is to keep it simple. Call them the Trustmaker. Revocable Living Trust (RLT) This is a...
See Full GuideKnow your vegetables One way to explain the differences between disability insurance and long-term care policies is by asking clients to think of themselves as farmers and the different insurance pol...
See Full GuideUnderstand the fiduciary duties of the Trustee. First, understand the fiduciary duties of the Trustee. The Trustee manages the assets in the Trust in the best interests of the beneficiaries and makes...
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