Informed, compassionate and discreet elder law and estate solutions
The Charles Law Offices
Largo Office Wells Fargo Building
801 West Bay Drive, Suite 518
Largo, FL 33770
Phone: 727-683-1483
Toll Free: 866-499-3322
Clearwater Office Hodusa Towers
28870 U.S. Highway 19 North,
Suite 300
Clearwater, FL 33761
St. Petersburg Office Crossroads Office Center
1700 66th St. N.,
Suite 209
St. Petersburg, FL 33710

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Recent Blog Posts

Baby Boomers Should Make Estate Planning a Priority

Recent studies indicate that far too many baby boomers are neglecting their estate plans as they plan for retirement and beyond. Nobody likes to spend much time thinking about their own mortality. But baby boomers are entering senior citizenship at a rapid pace, and while estate planning is important for people of all ages, it… Read More »

Why are Roth IRAs Beneficial Estate Planning Tools?

Many people who are investing in their retirement already know how a Roth IRA can benefit them in the long term. However, you may not consider or realize how it can also be an effective estate planning tool. Many older adults choose to convert a regular IRA into a Roth IRA as a means of… Read More »

Estate Planning Steps to Take Before Your Summer Vacation

Summer is near, which means people are now beginning the countdown to their family vacations. However, before you head off on a much-anticipated road trip, it’s important consider what would happen in a worst-case scenario. It might feel morbid to think about these situations, but whenever you’re going on a long trip, it’s a good… Read More »

Recent Survey Indicates More than Half of American Adults Don’t Have a Will

A recent survey from Caring.com found that only about 42 percent of American adults have an estate planning document like a will or living trust established. Of adults with children under the age of 18, only 36 percent have estate plans in place. It is understandable to be hesitant about planning for the end of… Read More »

Are You Able to Have People Share Power of Attorney?

Granting an individual power of attorney can protect you and your financial interests in the event of your incapacitation. But are you allowed to give that power to more than one person at a time? If you decide to establish durable power of attorney for finances, for example, you may name more than one agent… Read More »

What a Will Does Not Do for Your Estate Plan

A last will and testament is a simple, effective tool to help you resolve many of your estate planning needs. However, they cannot (and are not meant to) do everything for you. The following are some estate planning tasks that go beyond the limitations of a typical will: Reducing estate taxes: If you are hovering… Read More »

Privacy is a Key Advantage of Trusts

There are many different reasons why a trust may be appropriate for some estate plans, including tax benefits and the ability to control which individuals receive certain assets and property. But one of the primary advantages comes in the form of the enhanced privacy trusts tend to offer. Trusts do not have to be filed… Read More »

What Inheritance Rights Do Adopted Children Have?

Adopted children typically have the same legal rights to inherit from their adopted parents as biological children of the same parents. In an adoption, children’s legal relationship with their biological parents are officially severed, meaning, among other things, that they now have inheritance rights with their adoptive parents, but not their birth parents. These inheritance… Read More »

What to Know About Having Witnesses for Your Will

When you create a last will and testament, you must get signatures from at least two witnesses. These witnesses are on hand so they may later testify about your state of mind and your actions if there is ever a challenge to the validity of your will. They don’t necessarily have to know the contents… Read More »

Provisions You Might Want to Include in Your Will

There are no federal or Florida state laws dictating the language you need to use in your last will and testament. In fact, you have quite a bit of flexibility in terms of what you include in your will and how you word it. However, there are some clauses and provisions you might consider including… Read More »

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