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Investment Lesson for Florida Trustees: index funds and “active passive” ok

Uncategorized Jul 21, 2014
post about Investment Lesson for Florida Trustees: index funds and “active passive” ok

If you are investing money for another in Florida, you are a fiduciary and subject to Florida’s Prudent Investor rule.  If you are a Florida Trustee or a Personal  Representative of a Florida estate: listen up!  You too, have investment obligations which you may not be adhering to.  You can learn a lot about investments from a recent New York Times article, wwww.nytimes.com, which may help your tenure as PR or executor.

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Who May Serve as Executor of a Florida Estate?

Uncategorized Jul 20, 2014
post about Who May Serve as Executor of a Florida Estate?

Are you wondering if you can serve as the Executor of a Florida estate? Or maybe  you are curious who Florida Probate Law can serve as Florida executor.   Well, listed below are the factors for serving as Florida executor according to the Florida Probate Code.

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Can a Non-Resident of Florida Serve as Probate Executor ?

Uncategorized Jul 20, 2014
post about Can a Non-Resident of Florida Serve as Probate Executor ?

Yes. Put another way, can someone who does not live in Florida Florida   adminster an Estate or be appointed the Florida executor or Personal Representative? Question:  Do you qualify to serve as Personal Representative of a Florida Estate under the Florida Probate Code? Answer:  If you don’t live in Florida, you need to read this.

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