Quote:
Originally Posted by tom_sjc
Not sure if this is the right place for this, wife and I have a trust set up by an attorney in CA. Is this valid in FL?
Do we need to see a FL attorney?
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Thanks-you've moved a will rewrite a bit further up on our priority list.
RE: your trust question.
Do you have your current Villages home in your will-I know we do not.
Your TRUST, they are usually set up for tax reasons. Not sure how the new tax bill effects your or our tax issues.
As suggested by others-probably a good idea to have it reviewed.
PERSONAL EXPERIENCE-my parents passed away several years ago. Unfortunately, at that time there was a lot of tension between my sister and myself. My parents did not have much but, each item they had of any value was stated who it goes to. As stated we already had issues between my sister and myself. I was so happy that my parents split their estate evenly and in a moment of grief
with rattled nerves there was no disputes.
As to updating your will-my niece who was not born at the time the will was last updated UNFAIRLY was left nothing.
I have an inherited IRA complete with the forced withdrawals. A gift that keeps on giving. I. as forced to, take the minimum withdrawal and give it to my niece.