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“In this world nothing is certain but death and taxes.”
Benjamin Franklin
“Never say you know a man until you have divided an inheritance with him.”
Johann Caspar Lavater
Wills & Trusts
“Death and taxes and childbirth! There’s never any convenient time for any of them!”
Margaret MitchellGone with the Wind, 1936
REAL ESTATE
Real Estate Services:• Title Insurance• Contracts• Leases• Closings• Deeds• Commercial & Residential
OFFICE LOCATIONS:
PINELLAS COUNTY
ST. PETERSBURG Bayfront Tower
31 Beach Drive S.E., St. Petersburg, FL 33701
CLEARWATER 19321 U.S. Highway 19 North, Building C, Suite
410, Clearwater, FL 33764
PALM HARBOR 2600 Tampa Road, Palm Harbor, FL 34684
OFFICE LOCATIONS:
HILLSBOROUGH COUNTY
TAMPA & LUTZ
Appointments Available Upon Request
HAVE YOU PLANNED?
$5,000 to $7,000 - The average cost of one month in a
Florida nursing home
LONG TERM CARE
Can you afford nursing home costs?
NURSING HOME COSTS
3 in 5 will spend time in a nursing home
18 months – average length of stay in a nursing home
$2,000 – assets allowed for a single person to qualify for Medicaid in 2010
$2,022 – monthly income allowed for Medicaid qualification in 2010
FLORIDA ESTATES AND PROBATE
Florida Probate
4 - 7% - Average expense based on value of your estate
6 – 14 months – Average time to administer incourt
Will must be filed in court = loss of privacy
REVOCABLE LIVING TRUSTS
a living trust can:
Avoid Probate (court procedure) Save your estate time and money Make it easier on your survivors Provide flexibility in passing your estate Avoid Probate in other states