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HOW NOT TO CHOOSE A FAMILY TRUSTEE: a look at choosing a family member as an individual trustee of your family trust

Uncategorized Nov 12, 2013

So, you are creating a massive family trust for your “descendants” or “heirs”. Maybe you are placing some of the family’s private business interests in the trust, or perhaps creating one of those so called multi-generational 500 year “dynasty” trusts. Or, perhaps nothing that sexy: a simple revocable trust that becomes irrevocable when you die, to benefit your spouse and then children and grandchildren for 2, 3, 4 or perhaps even more generations.

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GREAT ADVICE FOR FAMILY TRUSTEES FROM THE WALL STREET JOURNAL

Uncategorized Nov 8, 2013

In yesterday’s Wall Street Journal, www.wsj.com, reporter Farhad Manjoo provided some of the best advice that can be given to the individual who serves as trustee. (See “HIGH DEFINITION” page B 1.) Although Farhad was writing about Twitter and speaking to investors generally, he could have been addressing the individual trustee.

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The 5 Most Common Florida Probate Questions

Uncategorized Nov 7, 2013

Did someone just die and leave a Florida estate? Maybe you just lost your aunt in Aventura, Florida. You knew that she lived in an expensive condo and was married to a successful business owner who died years ago. So, you think your aunt may have died rich. You are wondering if she left you anything. Then you get a letter from a Palm Beach law firm that you have to sign for. Inside the letter is an official looking document called “notice of administration.” What in world is that and what should you do? Here are the five most common probate questions that you may need answers to if you are thinking of getting involved in a Florida estate.

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Was the Will Forged? 5 steps to find out if the will is a forgery

Uncategorized Nov 5, 2013

Did dad disinherit you? Did mom leave you nothing? Or maybe dad left you nothing in the will and left everything to his latest girlfriend. You are CONVINCED that the will you are reading is a forgery. You are CERTAIN that the signature on the will which is purportedly dad’s is a forgery. What can you do if you think the will is a forgery?

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