Posts from 'Trusts'


Don’t blindly trust Trusts

  • Posted by Bruce McDonald
  • January 21, 2016
  • Trusts

The best thing a nominated Trustee can do is decline to serve (I’m only kidding…or perhaps not). The second best thing is to hire an attorney. It's no secret among those who regularly practice in trusts and estates that living trusts have been oversold for the past 15 years.

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Important Change to Florida law

Starting October 1, 2011, step-parents in Florida have even more incentive to have a Last Will.

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Finally, a book to recommend

People often ask us if we can recommend estate administration or estate planning services, software or books, and we’ve been looking, honestly. Meanwhile, we did find a good book on organizing all the information and records that many modern Americans come to possess. It’s called Get It Together – Organize Your Records So Your Family Won’t Have To, by Nolo Press.

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Why Trustees Open a Florida Probate Administration

There is a “glitch” in Florida law which creates legal exposure to a Trustee for two years following the settlor’s death if no probate is done.

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