Trust Administration

Florida Retiree Uses an Out-of-State Attorney. The Result: a Failed Trust

January 10, 2019 by

Florida is the number one choice among retirees to call home. Many of our transplants may not want to change the professional relationships they have established over many years.

With estate planning, that is a mistake. Just because a ...

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Will Your Durable Power of Attorney be Effective When Needed?

May 25, 2018 by

When is the Power of Attorney Effective?

In Florida, a power of attorney signed after October 1, 2011, is effective immediately. This means you do not have to be incapacitated for your agent to act on your behalf. This ...

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“Do I Need An Attorney For My Estate Planning?”

March 16, 2018 by

As lawyers who offer estate planning services, sometimes a potential client will ask if they really must use a lawyer to help plan their estate. With the availability of internet searches, a person shouldn’t need a lawyer, right?

No, ...

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Avoid probate by putting your Florida homestead in trust! Right?

July 24, 2017 by

We receive frequent requests to prepare a deed to transfer ownership of one’s Florida homestead to their revocable living trust. The reason for the request is always to avoid having one’s homestead involved in probate.

Before you make the ...

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