July 2016 Archives

TODs and PODs as Useful Estate Planning Tools

A familiar term often used in estate planning discussions involves a "TOD" or "POD" designation. These abbreviated designations of "Transfer on Death" and "Pay on Death" and are usually used in the context of certain financial accounts such as checking,savings, or money market accounts. 

Does my Living Trust need a Tax Id. Number?

When estate planning lawyers set up a Living Trust for a client, they should advise the client to take steps to transfer their assets--such as bank accounts--into the Trust. This process is called "funding" the Trust. Often when funding the Trust, a client will be confronted with a question such as "What is the Tax Id. number of this Trust?" So does a Living Trust need a separate Tax Id. number (also sometimes called an EIN)?

What is an "Incontestability" Provision of a Life Insurance Policy?

Many states, including Florida, have laws which require life insurance policies to become incontestable after a period of time. As a result, most life insurance policies have a provision entitled "Incontestability." So what does this mean?

Getting Away with Murder? Not under Florida Probate!

Like many states, Florida's probate code includes a "Slayer Statute" located at Section 732.802, Fla. Stat. This statute provides that persons who intentionally kill, or procure the killling, of another person may not receive benefits under the deceased person's Will. The statute also applies to forbid receiving benefits under a life insurance policy covering the deceased person. 

Email us for a response

We Can Resolve Your Legal Issues

Bold labels are required.

Contact Information

The use of the Internet or this form for communication with the firm or any individual member of the firm does not establish an attorney-client relationship. Confidential or time-sensitive information should not be sent through this form.


Privacy Policy

Our Location

14497 North Dale Mabry Hwy
Suite 160-N
Tampa, FL 33618

Phone: 813-280-0082 (AT)
Fax: 813-968-9426
Tampa Law Office Map