Talk of The Villages Florida - Rentals, Entertainment & More
Talk of The Villages Florida - Rentals, Entertainment & More
#16
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#17
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Lady Bird Clause? Explain, please.
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#18
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Audra Platt at the Amy Pittman firm recently did an excellent job with our wills and trust, updating ours from another state.
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#19
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Identifying as Mr. Helpful |
#20
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We would also recommend Kathryn Linn
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#21
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Amend Wills
Can understand confusion over amending wills, POAs but each state has their own laws regarding what must be in these documents. We had just had our wills done in NM in 2020 & had them reviewed by Katharine Linn and there were a number of changes necessary. Since Florida is our primary staye of residence, these docs must be in accordance to FL law.
It really helped us understand the changes needed by attending one of Ms. Linn's briefings about wills, trusts etc. I'd highly recommend attending a presentation first before hiring anyone, so you have the facts.
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RN-JMP |
#22
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Lady Bird deed
A Lady Bird deed, or enhanced life estate deed, allows property to pass automatically to one or more designated recipients at death without the need for Florida probate.
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#23
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We actually sought bids from recommended law firms to update our wills, and create a family trust, along with the requisite powers of attorney. This stuff is not rocket science, but still needs to be handled by a competent attorney. We wound up using the Millhorn & Shanawany Law firm for our documents. "Sham" Shanawany is a great guy, and did all of our work for less than 1/3 of what the Pittman Firm wanted for the same service. Shop a little, save a lot.
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#24
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3854 E County Rd 466, Oxford, FL 34484 Phone: (352) 399-6944
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Born and raised in Toronto; also lived in Sudbury and Winnipeg while growing up; migrated to Atlanta where I lived for almost 30 years and also spent a year in Milan and two years in Rochester, MN (brrrr). |
#25
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#26
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If you want to make it as easy as possible for the survivor have your wills prepared by a Florida attorney if that is where you declare your residence. I understand Trusts are not as important. You can avoid expensive probate by having a will yhat complies with Florida law. Also there are apparently advantages to having a FL Will when living in Florida.
Talk to a Florida attorney, not the internet. I have been very satisfied with McLin Burnsed Attorney (352) 259-5011 Last edited by rogerk; 08-23-2022 at 02:36 PM. Reason: Spelling errot |
#27
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Ask the cost of an update of needed in the future.
A one paragraph change cost me 50% of original cost from one of the most recommended attorney's suggested here. |
#28
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There was an ad in today’s paper for a free seminar Thursday by one of the attorneys mentioned
Watch here for info by a Master Toby Mathis Esq. | Tax & Asset Protection - YouTube Last edited by Babubhat; 08-23-2022 at 05:24 PM. |
#29
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FL lawyer vs Wherever lawyer
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#30
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Yes. Amy is great! Very knowledgeable and thorough.
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Closed Thread |
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