This question would be best answered by a Florida estate attorney and is referring to my mom and her now deceased husband who were both on their second marriage and both had children from a previous marriage. When he died he made a list of almost all the household furnishings stating those... Read more »
That's the purpose of a will, to leave assets to people of your choosing that would not necessarily be entitled to those assets if there was not a will. If the furnishings are in a house where your mother resides there might be some question of ownership only by your father. If the assets were...Read more »
Normally assets of an estate would be deposited in a depository account that would mean a court order would be required for distribution of assets from the account. Normally estate assets are not deposited in a time account such as a CD which might prevent access to those assets without penalty...Read more »
Your question is vague as to what you mean by "is passing down" the property. Is she living and wishes to make an estate plan for passing of her property after death? Is she living and wants to convey it to you right now? Is she dead and arranged for it to pass to you in a Will, Trust, or Deed?...Read more »
More facts are needed about the way your brother owns the property and the conditions under which you have the right of possession to answer this, as well as whether an estate for your brother is currently pending.
I am Mom's POA. She has dementia and we feel skilled nursing is in her near future. Medicaid information is confusing us regarding selling, also, we fear we may lose out on moneys to care for her when she needs it the most. Thank you.
You need to contact an experienced elder law attorney who can explain your options to you. If your mom's home is her homestead, and she is now in need of skilled nursing and may qualify for Medicaid, please take the following into consideration:
Homestead is not a countable asset; it is...Read more »
Very sorry for your loss and the passing of your father, please accept my condolences. Your mother will not have to refinance the property, there are substantial protections in place as it relates to homestead rights and spousal rights and protections under the Garn St. Germain Depository Act as...Read more »
Hello I live in Florida and my father passed away in 2012. He was married to my step mother and they had a child together and he also had a child from another relationship so 3 children 3 different relationships. I was never named as a party in the probate case and didnt get any inheritence... Read more »
I'm sorry for your loss and I'm sure you are looking for closure. Your inheritance would depend upon whether there was a Will and the nature of the assets left. Most assets are transferred outside of probate if the accounts are properly designated and titled. It's possible there was no probate....Read more »
The co-trustee for my father's estate decided at the last minute to deduct $100,000 from the final distribution to the beneficaries, for her trustee fee. Is this allowed? Are there any cases that you can refer me to?
Yes trustee's fees have to be contained within a final accounting, and there should not be distribution until all beneficiaries have seen the accounting and approved the accounting. Beneficiaries can also object to the accounting, particularly such a last minute large fee. Trusts in Florida are...Read more »
This is definitely a tricky planning area. The starting point for this type of question typically is whether the money would pass through a will, trust, IRA, joint bank account, etc. A trust may be best to handle this situation depending on the state law where you are domiciled at death. You...Read more »
I have enough funds to pay my bills for a few years and would rather not go through probate or contact his son whom he hasn’t seen in 20 years. I am sure he does not even know he died. The estate is worth over the 75k max for simplified probate .
The filing fee for the procedure is $232 per the clerk's website, but if there are no assets why would you need to file this procedure. Opening any type of estate would be to have authority to sell or distribute assets, if there are none you do not need to open an estate.
Okay so to fill this out completely. My grandmother had her will devised that the assets would be shared between her three children. My two uncles and my father. My father had passed before my grandmother did so the assets would be split between his children. Me and my siblings. The main source of... Read more »
You should have seen an attorney long before assets were sold. Normally someone has to be appointed personal representative to accumulate and distribute the assets. If the house was in your grandmother's name only there should have been some court order allowing the sale or determining heirs...Read more »
The facility is talking about Medicaid planning. My guess is that your mother is going to run out of assets but presently has either too much in income or assets to qualify for Medicaid. The income cap limit for 2019 is $2,313 gross per month and the asset limit is $2,000 in countable assets for...Read more »
Unfortunately there is not free help in Florida. There is a procedure for administration of small estates which basically involves sending the forms to the clerk and the Judge will enter an order distributing the assets to you. The clerk may have the forms available for download on their website....Read more »
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