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Author Archives: admin
When you should not talk to the police
Normally, I don’t handle criminal cases. Nonetheless, the topic of this blog is how to protect yourself; how to protect your assets, how to protect your estate, how to avoid scams. One thing that you need to consider is what … Continue reading
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
Posted in Estate Planning, Probate
Tagged Alternatives to trusts, living trusts, revocable trusts
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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
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
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
What if someone who died out of state owned property in Florida?
A lot of people who do not live in Florida own property in Florida. Sometimes it is a vacant lot bought in anticipation of building a home when they retire; sometimes it is an actual house or mobile home or … Continue reading
Posted in Probate, Real Estate
Tagged avoiding probate, Co-owners, living trusts, Personal Representative, revocable trusts
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When powers of attorney are rejected
Sometimes, banks, and other businesses, will question a power of attorney; most frequently they will insist that “their” power of attorney be used; and sometimes, they question the authority of the agent and simply refuse to accept the power of … Continue reading
Posted in Powers of Attorney, Uncategorized
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Contracts to Make a will
Sometimes I am contacted by potential clients who are upset about how a will was drafted; and they want to challenge it on the basis that the person who died had made a promise at some point to leave a … Continue reading
Liquidated Damages Clauses
When someone breaches a contract, the contract may provide for “liquidated damages” in a set amount or to be calculated in a certain way. The most common example of a liquidated damages clause is in many real estate contracts; the … Continue reading
Contracts, and what to do when they blow up
Today, I’m talking about contracts, and remedies for breach of contracts. This may be a bit arcane and seem outside the scope of my usual posts; but I’m planning on a couple of posts regarding breach of contract; specifically, contracts … Continue reading