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

Be Sure to Give Your Executor Access to Digital Records

After you pass away, your estate executor may need access to some of your digital assets so that he or she can wrap up your affairs. However, many executors and personal representatives do not have legal authority to take this action, and so it’s up to you to provide your executor with all your account… Read More »

Some Types of IRA Withdrawals Free of Penalties

Individual retirement accounts (IRAs) are among the most common tools people use to save money for retirement. However, it’s quite common for people to face some unexpected financial hardships and need to withdraw money before the minimum age of 59 1/2. In most cases, financial advisors will strongly recommend against doing so, as early withdrawals… Read More »

What is an Irrevocable Life Insurance Trust?

Most people purchase life insurance policies so they can provide for their loved ones after they pass away. However, if your life insurance policy’s value puts your estate over the exemption limit for estate taxes, the benefit to your loved ones will be reduced. Using an irrevocable life insurance trust, you can eliminate this possibility…. Read More »

Funeral Planning: An Important Part of Estate Planning

When crafting your estate plan, it’s important to remember to arrange for your funeral. While this is not likely to be a pleasant process, planning your own funeral can save your loved ones considerable headaches in the hours and days after your passing. The following are some considerations to keep in mind as you begin… Read More »

Medicare’s Open Enrollment Period Lasts Until December 7

Medicare’s open enrollment period began in early October and runs through December 7. Many potentially eligible Floridians might be wondering what steps they must take during this period. It largely depends on each person’s circumstances. The part of the Medicare program you need and use is a primary factor when it comes to what you… Read More »

Proponents of Guardianship Reform Seek Assistance from Police

Citizens of the West Palm Beach area recently took part in a town hall meeting focused on Florida’s guardianship system. During the three-hour meeting, community members expressed outrage expressed over the current state of the system. One activist was Dr. Sam Sugar, the co-founder of Americans Against Abusive Probate Guardianship. He suggested the chief guardianship… Read More »

Estate Planning Tips for Florida ‘Snowbirds’

A “snowbird” is a person who lives part of the year in a warm climate (like Florida) and part of the year in a cooler climate, typically in the north. Snowbirds tend to be retired people with property in two states. Often, they originally hail from the north, but spend part of the year in… Read More »

A Checklist to Protect Your Estate After a Hurricane

Sometimes, there’s no way to avoid the damage and devastation a hurricane causes. The recovery process always takes time. However, there are some steps you can take if you have sustained property damage to make your claims process less taxing and need to protect the interests of your estate. Below are some tips to help… Read More »

Estate Planning Can Give You Peace of Mind in Disaster Situations

Hurricane season always brings a sense of dread, even for the most seasoned Floridians. However, you can maintain some peace of mind by having an estate plan established long before a major storm hits. Below are a few examples of ways in which having an estate plan helps when you’re dealing with the effects of… Read More »

What We Can Learn from Hurricane Irma About Financial Planning

When Hurricane Irma hit Florida in September, many residents were left with the difficult decision of whether they would stay at home or evacuate. Those who did leave the area likely worried about what the state of their homes and properties would be once they returned. With the storm now in our rearview mirror, there… Read More »

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