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

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 »

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 »

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