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

What is a Self-Proving Affidavit?

A self-proving affidavit is a sworn statement, signed by you and your witnesses, that you may add to your will. It serves as a testament to the will’s validity, protecting it from potential challenges in the future. It is not necessary to include this type of affidavit in a will, as the document is still… Read More »

Protecting Your Estate Planning Documents from Potential Disasters

As part of your preparations for any type of Florida disaster, including floods, fires, hurricanes or tropical storms, it is important to have a plan for your most important documents. This includes all documents related to your estate plan. In general, your goal with disaster-proofing your estate planning documents should be to have copies of… Read More »

Tips for Talking to Your Adult Children About Your Estate Plan

In some situations, it might be difficult to know whether you should share the contents of your estate plan with your adult children. There is no standard answer to this common question, as it largely depends on the relationships you have with your children and how your kids interact with each other. However, there are… Read More »

Are ‘Deathbed Wills’ Considered Valid in Florida?

Sometimes, people who find themselves facing imminent death could decide to draft a last will and testament or make amendments to an existing will. But is a so-called “deathbed will” valid? The standards for wills made on a person’s deathbed are generally the same as any other will. For a will made in this situation… Read More »

Determining Your Testamentary Capacity to Sign a Will

For a last will and testament to be valid, you must have had the mental competence necessary to reasonably understand the contents of the document and the effects of creating it. This competence is referred to in legal terms as your “testamentary capacity.” There are several elements to testamentary capacity, including: You can clearly understand… Read More »

A Common Mistake: Failure to Fund a Trust

It’s a mistake that happens all too often. A couple establishes a trust, but fails to put any assets into it. Once both spouses have passed away, the trust become useless. There are numerous reasons why this happens. For some people, it’s simply a matter of procrastination. Others have established a type of trust that… Read More »

Planning Your Estate While Tax Reforms Efforts are in Flux

There’s a lot of uncertainty surrounding estate planning in the United States right now, mostly due to the new in administration in Washington, D.C., and the potential for major shakeups to the estate tax. One of the issues on which President Donald Trump campaigned was repealing the estate tax, long referred to by critics as… Read More »

Retirement Information You Must Address in Your Estate Plan

When you develop your estate plan, you should factor in not just what you need to do to protect your assets and property after you pass, but also what you need to do to enjoy the rest of your life and have a comfortable retirement. To that end, below are some elements related to your… Read More »

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 »

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