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Is That Even a Thing?!
If you live in the Sarasota area, you may be familiar with the local legend of Leona Helmsley, an American Businesswoman who famously willed her dog, Trouble, a $12 million trust fund. The matter spent years in court and ultimately the trust for the dog ended up getting $2 million to go towards taking care of him. This is obviously a very extreme case! But it is NOT extreme to make a plan for your pets in the event of your incapacity or death. Florida shelters are notoriously over-run with pets who have been abandoned when their owner has become incapacitated or passed away. A little recommended reading from your friendly neighborhood Estate Planning and Probate Law Firm! This book keeps coming up with clients, so we decided to do a quick post on it! So many of our clients are freshly retired, embarking on a new phase of life where they have more time to adventure. Staying mobile is not only crucial to aging gracefully, but essential for playing! In this book, Katy Bowman gives us simple exercises to keep moving or, if you have been sidelined by injury or illness, to start moving again. Happy Reading, Walking, Hiking, Swimming, Biking, Golfing, Pickle Balling...Adventuring!  An important part of relocating to another state, that most people forget, is making sure your Estate Plan is updated. State-by-state differences in matters around tax, inheritance, marital property and more make a thorough review imperative. Florida Homestead Laws, for example, often mean out-of-state wills are no longer the most efficient or effective. If you are in need of an Estate Plan refresh, Cuturic Law can help. We will review your old plan, guide you through your options, and help you decide on the best fit for your needs. And if you have pets, we can make sure they are included in your Estate Planning documents! As Birdie and Otto here like to say: No Pets Left Behind!  |
PLEASE NOTE:The information on this website is for education purposes only and is not, nor is it intended to be, legal advice. An attorney consultation is necessary for you to receive advice regarding your particular situation. Archives
May 2022
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