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Estate Planning for Dual-State Residents

Having a residence in another state is not uncommon for many Floridians. While this clearly provides many benefits for the individual’s lifestyle, it requires some extra planning by an estate planning lawyer in Clearwater. State of Domicile While a person may have a residence and spend time in more than …

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Storing Wills

As you wrap up your session with a Largo estate attorney, you may learn about how to properly store your will. This is important information to know because if your will is not located, all of your hard work with establishing the best estate plan for you with your Largo …

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Community Property in Florida

Although Florida is considered a non-community property state, Florida probate law does recognize that assets and the proceeds from those assets acquired by an individual while living in a community property state may retain their community property character. A estate planning attorney in Clearwater can explain if it is beneficial …

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Where Should I Keep My Estate Planning Documents?

In our estate planning practice, we are frequently asked by our clients where they should maintain their original estate planning documents. In my opinion, the place to keep your original Last Will and Testament, Power of Attorney, Health Care Power of Attorney, Trust, and Living Will is with your lawyer. …

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Estate Planning 101

Unfortunately, confusion and myth abound when it comes to estate planning. Perhaps that is why so few people actually get around to making such plans at all. What is estate planning? If you were to ask 10 adult Americans this question, you would likely get 10 different answers. Even otherwise …

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Seniors Should Review Their Will

Published by LYNNE BUTLER, Globe and Mail Update People in their 60s and 70s shift the focus of their estate planning away from accumulation of wealth for the first time. They now focus on strategic use and preservation of assets. Until this point, most planning has been for the future. In …

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