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answered on Aug 9, 2023
There is specific language for a lady bird deed to be valid. I lady bird which is valid in Florida, but not in many other states, is essentially an enhanced life estate deed. I suggest you retain a Fl. Lawyer to draft it.
answered on Mar 16, 2023
It will depend on how it is titled. If the wording is and/or. If it is or, it can pass without it being an asset of the estate. Otherwise the partial interest would be considered an asset of the estate.
how will this affect the current will that i am the beneficiary, does the will has to be updated with my new name or can it stay as it is?
We reside in FLorida.
answered on Mar 4, 2022
Will could be redone to add a/k/a next to your name. Will would have to be resigned and witnessed and that would be true with a codicil. Any change requires it to be reexecuted with same formality as before. If you do nothing and it went to probate you would have to provide evidence of the name... View More
live in the house until he dies or can no longer then house passes to the other 3
answered on Jan 28, 2022
You could give the son who is living with you a Live Estate and then have the other sons and him be the remaindermen so they would get the property when you die. This can be done through a deed.
Ellen DeutschTaylor
727 365-3121
I was told there is a new law in Florida stating citizens must use an attorney for notarizing wills. Is this true?
answered on Dec 27, 2021
Wills must be witnessed by two people and notarized if you are using a self proving clause. You should have your will reviewed by an attorney to make sure it complies with Florida law.
Ellen Deutsch Taylor
It is joint with rights of survivorship, we specifically wanted to have access to it regardless if one of us died. Now the bank has frozen the accounts after I innocently mentioned to them of her passing since i thought i was in my right. They are saying that there is no rights of survivorship in... View More
answered on Dec 15, 2021
You will need to contact a Canadian lawyer but I would definitely not rely on information from a bank employee.
My mom had no will.She has no estate or assets besides her car. My sister says i can have the car. do we need to probate?
answered on Nov 6, 2021
How do you plan to get title to the car? You may still have to do a small estate probate. Did your mom own any real estate? I suggest you do a consultation with an estate attorney.
Ellen Deutsch Taylor
727 365-3121
If a Decedent died intestate and was never married, had no kids, no surviving parents or grandparents and no surviving aunts/uncles, or issue thereof, is there any possible scenario that would allow for the next of kin collateral heirs (being descendants of great-grandparents, ie. second cousins)... View More
answered on Oct 26, 2021
Yes it is possible. The order of intestate succession is spelled out in the Florida Probate Code. It would be very rare for any assets to escheat to the state when there are living beneficiaries under the laws of succession.
Ellen Taylor, esq.
727 365-3121
My significant other passed away, we were together 17 years. The house was deeded by QC deed to me, I am also to receive half of any remaining money in his accounts. I received money for escrow and homeowners insurance previously, his mother is the personal representative, she is deducting the... View More
answered on Oct 6, 2021
There are a lot of complicated issues here. A personal representative is the same as an executor-it’s the term used in Florida for the same function. The fact that you were with your partner for a long time is not relevant because there is no common law marriage in Florida. The first question... View More
answered on Sep 14, 2021
If you are asking if he was approved for Medicaid, more information is needed. Without more details, it is impossible to answer the question.
answered on Jul 30, 2021
You can make changes to your will either by codicil or by doing a new will. If you do any changes, it has to be executed in the same manner as before with two witnesses and a notary for a self proving will.
answered on Jul 4, 2021
I would need additional information in order to provide an accurate answer. Did your father have a will? Was a probate done of his estate? If your step mother was the surviving spouse, she was entitled to receive some benefits. Was there real property involved? You really need to speak to a... View More
My father passed in feb and my sister came up with a new will after 20 yrs of the old one being in place back in dec do i get anything and how do i find out if that will my sister has is real or not.
answered on Jun 1, 2021
If she tries to get the will admitted for probate, you can attempt to contest it, if you have valid reasons to believe he was under duress or not competent when it was executed.
answered on May 24, 2021
If the will is being probated, you should receive a notice of the probate.
They were married at her death and he was her beneficiary of life insurance in SC.
answered on May 19, 2021
Any account or life insurance that has a beneficiary goes directly to beneficiary outside of a probate. You didn't mention if she owned Florida real estate or if she had a will. Different rules would apply for intestate or homestead property.
We always discussed that I would inherit the house and my stepfather has no relatives. I'm told now they're going back to the 1850s to find a relative. How long do companies that search for ancestors have to show a blood heir? I'm taking care of the house at the moment and have... View More
answered on May 12, 2021
Without a will, the estate is intestate and must follow the order of succession in the Florida probate code. Did your stepfather legally adopt you? Did he have any natural children or siblings? Are his parents alive? Unless you were legally adopted, you are not entitled to anything and the Probate... View More
My will covers all of my assets and is not very complex, but the investment company that manages my IRA account has a beneficiary form which doesn't allow the same amount of detail. Upon my death, is it likely that there will be financial, e.g. tax, implications if no beneficiary designation... View More
answered on May 7, 2021
You want to have designated beneficiaries on your investment accounts since they will pass outside of any probate and pass automatically to your beneficiary upon your passing.
mom is physically unable but has retained some cognitive responses. she's unable to speak, only nods her head. we need help from willing attorney to come to the hospital in Germantown.
answered on May 3, 2021
You don’t say whether she is physically or mentally incapacitated. If she is mentally incapacitated she can give someone a power of attorney since she lacks the requisite mental ability to give someone a valid power of attorney. If she is physically incapacitated she should give the power of... View More
title is asking to either see copy of trust for trust affidavit. sellers are from IL and lawyer that drew up trust in 2013 is retired and office doesnt have a copy. sellers names are written as john doe and sally sellers trust. the lot they are selling is in Florida. the seller told me he is the... View More
answered on May 1, 2021
There is really nothing you can do since the title company will not close the transaction. Someone needs to find a copy of the trust documents to prove they have the right to sell the property. Otherwise you will have to have them go to court to clear the title.
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