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Originally Posted by shortsaler
Does anyone have someone they can recommend for financial advise not necessarily investment advise. Things such as whould a living trust be set up...is life insurance recommended and if so term or whole life, etc? I'd appreciate a name or two if anyone has a good one to refer...thanks
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Call Mary Trotter at 352-205-7245. She is an elder attorney and comes highly recommended. She should be able to answer all your questions plus some.
If she can't look for an attorney who is an eleder attorney who is certified in Elder Law or has a CELA certification.