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Currents
December 2019
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WE WRITE YOUR BOOK
Tell us your story and preserve
your legacy for your loved ones.
Marjory Lyons
954-249-1333
Tim Jefferson
754-246-1080
Telling Your Story LLC
www.telling-your-story.com
[email protected]
real estate and indicate your intention to clear
title. This document will be recorded, along with an
Affidavit of No Florida Estate Tax Due and the Death
Certificate without the cause of death. Recording
these documents will clear title and allow you the
option to do a new Deed to avoid probate when you
die.
If you do not have a Revocable Living Trust, this
appointment will be a good opportunity to discuss the
creation of a Trust and preparation of a Deed in
order to avoid probate on your home and other real
estate. You can also discuss the option of a Life
Estate Deed to avoid probate.
If you do have a Trust, this may be an appropriate
time to consider doing an Amendment to the Trust
based on new circumstances. Your home and other
real estate (in Florida and out-of-state) should be
owned by you as Trustee of the Trust. You may wish
to name one of your children as Co-Trustee to make
it easier to manage the assets in your Trust if you
become incapacitated. You may also wish to make
changes in your Living Will, Durable Power of Attor-
ney and Designation of Health Care Surrogate or
create those documents if you do not have them.
In most cases, there is no urgency to contact an
attorney. It is much better to have peace of mind and
clarity. Some lawyers, including myself, will offer a
free consultation. This consultation should include
your options and give you the opportunity to sleep on
it before finalizing any new legal documents.
I offer a free consultation for all matters regarding
Durable Power of Attorney, Designation of Health
Care Surrogate, Living Will, Wills, Trusts, Life Estate
Deeds, Probate and Estates. I am also available for
a free consultation regarding any issue pertaining to
personal injury claims or car insurance
coverage. Call me at 954-569-4878. My address is
3275 W. Hillsboro Blvd., Suite 204, Deerfield Beach,
Florida
33442.
My
website
is
www.martinzevinpa.com and my e-mail address is
[email protected].