Monthly Archives: April 2013

Living Trust Costs and Fees

I’ve been reviewing an estate and trust accounting prepared by another attorney, and in doing so, it occurs to me that I have not discussed trust administration fees in Florida. One of the supposed advantages of a living trust is … Continue reading

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Living Wills

Today, April 16, is National Healthcare Decisions Day. I just received a visit from the local Hospice organization, Hospice of Marion County. Hospice of Marion County Which is a very good organization. I strongly encourage clients to set up some … Continue reading

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Another reason to move your financial accounts to Florida

I’ve suggested in the past, if you move to Florida from out of state, you should move bank accounts, investment accounts, retirement accounts to a Florida institution, or at least to a Florida Branch of a national institution. By doing … Continue reading

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Avoiding Probate on the House

Frequently, clients think that a revocable living trust will avoid probate in Florida. As I discuss here: Why revocable living trusts usually won’t avoid probate in Florida A revocable living trust can actually trigger a probate in Florida; particularly if … Continue reading

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