Talk of The Villages Florida - Rentals, Entertainment & More
Talk of The Villages Florida - Rentals, Entertainment & More
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Otherwise you could be tasked with handling estate matters from a distance, dealing with people you don't know anything about, having to hear things third-hand because you simply can't just show up to appointments on the fly, and you'd have to arrange at least a couple days in advance for any appointments you -can- schedule if they require you to be physically present. |
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Pittman law office in Oxford offers free seminars. Call them and attend as they are very knowledgeable with all the answers. We use them and satisfied.
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Yes you need to amend it. I just had my living trust amended by Kathryn Linn at Linn Law here in The Villages for $1800. The other attorney's wanted 4 to $5,000. Very knowledgeable, excellent work! 352-633-1263.
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We had a WI will and trust and had to have it all redone under FL law….if you’re a FL resident.
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Call Pittman Law office. They will set you up for florida and also answer all your questions. Local and trustworthy
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However, see, in my situation, my oldest brother lived 1 hour away from Mom and the other three of us lived 7 to 10 hour drives but, he slacked-off and didn't put much effort into watching over her or the money. I knew some things were wrong, couldn't get oldest bro to communicate so, I emailed my thoughts and reasoning to the other two brothers to enlist their help. Guess what? They declined. Flabbergasting, yes! Their inclination was to circle the wagons around the brothers, leave me having to exert alone while our mother twisted in the wind. If anyone thinks that kind of dysfunctional family dynamic is unusual - they would be very, very wrong. My view is that the handling of the elderly parent situation is more often screwed-up and fraught with stress and anger than it is not. But, the reason you don't know that is people don't talk about it because they're embarrassed at how badly their family handled matters. So then, lots of other families make the same mistakes and it damages relationships, sometimes forever. People need to talk about these things! That's why I'm offering this info. Also, as an example of how things change and why these matters should be revisited every decade, at least. When our father was diagnosed, all of a sudden, with terminal brain cancer 30+ years ago, our family immediately coalesced, got on the same page and there was zero negativity amongst us in dealing with it. I think we were all a bit proud about how well we handled it and we all lived remotely from our parents and it was pre-internet. But, 30+ years later, the wheels came off the family bus when our very aged mother got very ill .....although they'd been heavily trending that way for the prior 12+ years. So, it was inevitable, it seems. If I have time, I'll add more later. Esp. about what happened to mothers situation - you all will want to know that. |
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We used Mazenko Law, (352) 565-7737, in Mt. Dora. It was quick and easy and keeps your estate out of probate which can take up to 10% of your assets. |
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We dealt with this very issue when we moved to FL 4 years ago. We had just had our wills, POAs and Healthcare POAs done in NM by an atty. Unfortunately, most states have nuances that must be in Fl documents such as wills etc. or they are not accepted in a court of law.
There is a plethora of attorneys in/around the Villages that conduct no cost seminars to educate people on the issues related to out of state documents. We were quite pleased with both the seminar we attended, the attorney we consulted and the turn around time our documents too to be prepared. One thing seems to be prevalent w/many attorneys is the push to establishing a "trust" when moving to FL, probably because probate issues are less with a trust. That being said, a trusted attorney advised us, to put all our property, accounts and assets in BOTH husband and wife's names to reduce the issues w/probate. Once one has passed, it might be prudent to consider something akin to a trust like set up. Hope this is helpful but it's something that one needs to do sooner than later.
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RN-JMP |
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I love when people here seek legal advice in this forum.
I might add that anyone providing such legal advice who is not a licensed attorney in the state of Florida is engaged in the unlicensed practice of law. Florida statutes specify that such conduct is a felony offense. There need not be any exchange of money or other valuable. Providing the legal "advice" is sufficient to support a felony charge. Best advice anyone can give is go speak with a Florida attorney. |
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