[sdeikenberry]

Originally Posted by WingedFoot78

I understand that our wills and other legal documents prepared in New Jersey over seven years ago might cause problems in the event of the death or some other catastrophic situation happening to my wife or me.

I am looking for a reputable attorney who can help us get whatever we need to be legally correct in Florida.

As long as your trust and will were prepared legally and properly in the State you had them created in, they are valid in Florida. Florida recognizes all other States legal trusts and wills as long as they were properly prepared in the State of origin. Google it and there are multiple postings affirming this to be the case. I'm not sure if Florida attorney's will tell you this unless you specifically ask. On the other hand, is it time to update your end of life documents?

[WingedFoot78]

Lady Bird Clause? Explain, please.

[RobinM]

Originally Posted by Rustyboy

Highly recommend Amy Pittman who specializes in this area and has done our and many other Villagers. (352) 399-6944. 3854 E County Rd 466, Oxford, FL 34484.

Audra Platt at the Amy Pittman firm recently did an excellent job with our wills and trust, updating ours from another state.

[dewilson58]

Originally Posted by WingedFoot78

Lady Bird Clause? Explain, please.

Google is your friend.

[MrChipster]

Originally Posted by JoMar

Kathryn Linn, 501 Fieldcrest Dr, The Villages, Fl 32162 352.633.1263.

We would also recommend Kathryn Linn

[jmpate]

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.

[SusanStCatherine]

Originally Posted by WingedFoot78

Lady Bird Clause? Explain, please.

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.

[NoMo50]

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.

[FenneyGuy]

Originally Posted by WingedFoot78

I understand that our wills and other legal documents prepared in New Jersey over seven years ago might cause problems in the event of the death or some other catastrophic situation happening to my wife or me.

I am looking for a reputable attorney who can help us get whatever we need to be legally correct in Florida.

Amy Pittman

3854 E County Rd 466, Oxford, FL 34484
Phone: (352) 399-6944

[Skip]

Originally Posted by charlie1

very happy with Trotter and Soulsby. Edward Soulsby did ours but heard that Trotter was also really good. We pick Soulsby because he could see us sooner.

I'll second that with Ed. Switch to a trust. Avoid the long probate process. Much easier on your loved ones. Everything is private. His fee was reasonable.

Skip

[rogerk]

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

[Altavia]

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.

[Babubhat]

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

[Mohawksin]

Originally Posted by WingedFoot78

I understand that our wills and other legal documents prepared in New Jersey over seven years ago might cause problems in the event of the death or some other catastrophic situation happening to my wife or me.

I am looking for a reputable attorney who can help us get whatever we need to be legally correct in Florida.

Where are your assets? If you are residents(tough to define) of FL and the bulk of your hard assets are here, then a FL lawyer. If your real assets are in both states, you have too many options to discuss here.

[Cartybabe]

Yes. Amy is great! Very knowledgeable and thorough.