Moving to Florida? Review your will!

Reblogger Kathleen Luiten
Real Estate Agent with Resort and Second-Home Specialist REALTOR Broker #21673

Make that "Moving to a different state? Review your will!" 

Roy Kelley posted this short blog yesterday about a few of the things that may need attention when you make that move. Buyers coming here to Hawaii or any other state should check their wills too. Thanks for this heads up, Roy!

Original content by Roy Kelley 16766

Moving to Florida? Review your will!

 

My wife, Dolores, and I attended a recent Wills for Realtors seminar at Village Settlements in the Kentlands community in Gaithersburg, Maryland. The presenter was Jeremiah J. Eliason, an attorney with Parker, Hollman, Simon, Hahn & DeLisi, LLC, a firm that we have used for many years. Jer's law practice focuses on estate planning and he is licensed in Maryland and Florida.

When you are in the real estate business in Montgomery County, Maryland, you learn quickly that many Maryland residents also have homes in Florida and that Florida is one of the primary destinations for retirees from our area. When planning a move to Florida, it is easy to overlook the need to review estate plans, wills and other documents relating to owned assets.

An existing Maryland will may be okay but there are circumstances that may dictate some modifications to avoid complications after death. Jer recommends a review of your estate plan and will when you are making a move to another state. The usual major considerations relate to tax liabilities, the desired distribution of assets and efforts to avoid unneeded legal fees when the estate is being administered. 

Add a review of your estate plans and wills to your list of things to do as you plan to move to another state. Jer is available to provide assistance if you need his help.

Jeremiah J. Eliason, Esq.

Parker, Hollman, Simon, Hahn & DeLisi, LLC

177 Kentlands Boulevard, Suite 200

Gaithersburg, Maryland 20878

Phone (301) 590-9300; Email jeliason@parkerhollmanlaw.com 

 

Kentlands Dahlia, Gaithersburg, Maryland IMG 0184

Photograph by Roy Kelley

Roy and Dolores Kelley Photographs

Amateur Photographer, Roy and Dolores Kelley Photographs

 

Roy Kelley, Associate Broker

Realty Group Referrals

6 Montgomery Village Ave., Suite 200

Gaithersburg, MD 20879

Main Office:  301-258-7757 (You will not reach me at this number)

Home Office: 301-670-8996



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Rainmaker
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Sheila Anderson
Referral Group Incorporated - East Brunswick, NJ
The Real Estate Whisperer Who Listens 732-715-1133

Good morning Kathleen. This is a good choice for a re-blog. Things are different everywhere.

Apr 03, 2015 01:16 AM #1
Rainer
216,275
Bob Publicover
Publicover Realty Group, inc - Stuart, FL
Thinking outside the box

Thanks Kathleen for the repost, This is excellent advice for all of us, thanks to Roy posting it.

Apr 03, 2015 02:50 AM #2
Rainmaker
5,882,674
Roy Kelley
Realty Group Referrals - Gaithersburg, MD

Thanks so much for this re-blog.

Have an outstanding week and a very productive spring.

Apr 12, 2015 11:39 PM #3
Rainer
45,141
Christine Yedo Johnson
RE/MAX Unlimited Inc. - Aurora, CO
ABR CRS CNE SFR

Great Information.  I bet most people don't think to review their wil when they move from one state to the next. 

Jun 20, 2015 01:58 AM #4
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Rainmaker
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Kathleen Luiten

Kauai Luxury Ocean Home Sales
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