One of the greatest benefits of living in Florida, aside from the beautiful weather, is the state’s strong homestead protections. These protections safeguard your primary residence from creditor claims and prevent creditors from placing a lien on the property. Homestead property also offers valuable tax benefits, such as an exemption from a portion of the [...]
Today, in honor of Social Work Month, Gibbons | Neuman proudly showed our support for the dedicated case managers and social workers at Tampa General Hospital. Social workers and case managers are essential in healthcare, providing invaluable support to patients and their families. They advocate, navigate complex systems, and offer both emotional and logistical assistance during [...]
Family is at the heart of estate planning, and that includes blended families, second marriages, stepchildren, and mixed family situations. While these family dynamics bring joy, they can also create complexities when it comes to ensuring everyone is cared for after you're gone. For example, stepchildren do not have automatic inheritance rights unless they [...]
When you’re reviewing your estate planning documents, it’s not uncommon to feel overwhelmed by all the legal jargon. Words like "testator," "per stirpes," or "fiduciary" might leave you wondering, why is all this legalese necessary? After all, these are your personal documents, so why do they need to be filled with complex language? The answer [...]
On March 6, 2024, the firm's Elder Law Attorney, Elizabeth P. Allen, was a guest on WMNF's MidPoint program. Gary Gibbons, recently retired from the firm, was the guest host. The two discussed growing older in America and the estate and long-term care planning that everyone should do. To listen to the whole program, click [...]
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 [...]
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