Talk of The Villages Florida - View Single Post - I Updated My Living Trust Today
View Single Post
 
Old 04-19-2017, 12:46 PM
Carl in Tampa's Avatar
Carl in Tampa Carl in Tampa is offline
Platinum member
Join Date: Jun 2012
Location: Split time between Tampa and The Villages
Posts: 1,891
Thanks: 0
Thanked 2 Times in 2 Posts
Talking I Updated My Living Trust Today

I updated my Living Trust today. In 1997, when I created it, I was told to have it reviewed every ten years, since some elements of state law change periodically.

I engaged Attorney Mary Trotter, of Trotter & Soulsby, PA, to make the needed revisions. I am very favorably impressed by the work product that she provided. I left her office with a very thorough document which was superior to that which had been provided by the attorney for my tenth year revision, and a good understanding of what I was signing.

I had met Mary earlier when I accompanied Barbara to get her Trust revised, which was an urgent need since it had been prepared in another state in conformance to that state's laws. She impressed me then, and I am even more impressed now.

If your Trust is over ten years old, was prepared in another state, or you don't have a Trust, you might want to consult Mary Trotter.
__________________