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About CindiWass

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  1. I would like info about setting up a Miller Trust. Question is what is a Miller Trust useful for? I understand it's useful for help with Medicaid, but how?
  2. Have a very good day. And by the way, now I know what someone means when they say their lawyer did not do a very good job. Meantime, no one knows anything. :- Again have a really good day.
  3. For tax purposes re: a condo. We are planning to move but I have questions and so thanks and I hope you have a good day.
  4. How long do I have to live in Florida to homestead.
  5. I went down to office to read the big document about condo bylaws or whatever. I could not understand it, and it was immense. So one of the governors asked me what am I looking for (they wanted $60 for a copy, said I received it when I first got the condo -- I don't remember getting it, but anyway -- I couldn't find what I was looking for, very detailed and legalese type talk.) So I asked him about first right. He said that I can leave it to anyone but in order for them to live here they must meet the qualifications. Income & age & background check. If the inheritor wants to rent it he must keep it for a year w/o renting it and pay the maintenance during that time. But! I still don't understand what it means the first right of ass'n to buy it at market value. He explained that they don't want to sell it to a corporation or charity because they don't know what they will do with the property. I didn't see that in the rules, but I'll ask where they are.
  6. I wonder what the manager of the condo association meant when she explained that if I leave the condo to a friend, the condo does not have to accept that, they (the condo ass'n) can buy it at market value. Can someone explain to me what this means, because I am going to visit the lawyer soon in PA, but I found out that my lawyer here in FL (who is a real estate attorney of all things), did not know the rules of the condo ass'n here even though she's done work for them she still didn't know that we could not leave it to a charity. If the condo ass'n buys it at market value, I have two questions. How would that be according to the will if we leave it to a friend? Would he get the amount the condo ass'n buys it for? I am seeing the PA lawyer soon because you never know when we can die and I don't want this up in the air, I know I have to see a FL attorney when we move down here for good. Soooo many questions...
  7. Yes, my lawyer here in Florida mentioned taxes were less and that I could homestead. Not sure about homesteading requirements yet. We already own a condo here in Florida and gave up the homestead when we moved to Pennsylvania, but are planning to move back to Florida permanently within the next 12 months. But since I may move back before my husband does (probably not though, but could be), that's another reason why I was wondering about residency and how to figure it for tax purposes. P.S. I usually do overthink things, which is why perhaps my blood pressure is so high.
  8. That makes sense. The attorney here in Florida told me it takes six months and a day to establish residency here. If I recall what she said correctly. My question is: what if I am here six months and a day but not my husband? How does that work if we want to make a revocable trust in Florida? (This whole thing is giving me a lot of angst.)
  9. OK, thanks. So it's a revocable trust that I'm talking about, not a living will. We already have a medical directive. We are residents of Pennsylvania, but planning to move to Florida. So does it matter which state I make out the trust in? I mean does it matter if a lawyer in Pennsylvania makes it out, even though we have property in Florida and Pennsylvania and are planning to move there within the next 12 months? There is an attorney here in Florida I like, but again am wondering if it matters what state we have the attorney make out the trust from. (We have a condo in Florida and go there several months out of the year, but are planning to move to Florida permanently.)
  10. Is it worth it to you? I was cheated out of much of my parents' assets because my father and his brother were in cahootz, my uncle being an accountant. I am an only child, and I was told by my aunt (my mother's sister) that much of the money my parents had went to his brother who is still alive. Not in a will, but handed over while my father was still alive, it went to Madoff's investment firm, and my uncle said he lost millions there, but evidently recovered much of it. My aunt said much of that was my father's money. So there is nothing I can do. My father trusted my uncle who was the executor of the estate. However, I have a retirement income and social security, while not huge, will keep me going. He left me some money (not much) and I paid off my debts which my husband racked up and which took us out of debt since then, but is it worth it to you to keep going after the money like that? I have settled within myself that my father was a lying cheat, my uncle was (is) a liar which I know for a fact, having passed himself off as my father's son. (He's 18 years younger than my father was.) I have nothing to do with my uncle and his family now. But it's better than being all upset. My uncle, being a top-notch accountant for a very large firm, knew all the in's and out's of hiding money.. I feel bad you are going through this, I know it is a terrible experience. I hope things work out, but you really need to try to mentally settle with it and not get yourself too worked up or in trouble. If you have proof she made it look like you broke into the home I'd see what I could do to report that. Ask on the board what they think you should do to contradict the idea that you broke into the house. Sorry if this is not technical advice, I only know the strain and stress I went through trying to work through a bunch of liars. Not easy, and sometimes you won't win. Don't get yourself too worked up about it and get yourself into trouble or have a stroke, etc. That is my advice.
  11. If my husband and I make out a living will, or revocable trust, in one state and move to another, will it be good in the state we move to?
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