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Florida Estate Planning Questions & Answers
2 Answers | Asked in Estate Planning for Florida on
Q: What are my options for my adult son who refues to talk to me about my house that he lives in in a different state?

I left ny in Feb 2016 was threatened if I went back to retrieve my personal belongings. My adult son still lives in the home and refuses to talk to me since I left. His dad passed away last saterday. Everything is in my name. What are my legal rights and options?

Nina Whitehurst
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answered on Jun 9, 2020

You can hire an attorney to help you evict your son.

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2 Answers | Asked in Estate Planning for Florida on
Q: My parents had my name added to the deed of their condo about 6 years ago after their death will it have to go to probat
Katherine Schnauss Naugle
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Katherine Schnauss Naugle
answered on Jun 8, 2020

An attorney would need to look at the deed to see how it was worded before that question can be answered. I would recommend contacting a probate attorney to discuss this further.

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1 Answer | Asked in Estate Planning and Probate for Florida on
Q: My uncle died in CA. He left my dad money. my dad died in MI. Before he received it. My uncles will states

That the money will go to my dad living right of representation- but my dads girlfriend is saying that money will go into my dads trust. Is this possible/ legal?

Terrence H Thorgaard
Terrence H Thorgaard
answered on Jun 6, 2020

Sure it's possible; one would have to read the will and trust, and then determine if those provisions are consistent with the law of wherever your uncle resided when he died (presumably California).

2 Answers | Asked in Estate Planning, Real Estate Law and Small Claims for Florida on
Q: Dad died verbal give house mom verbal agree House mine. I have recording. Mom want to evict.
Phillip William Gunthert
Phillip William Gunthert
answered on Jun 5, 2020

Verbal is not written and it is not a Will or Trust and it is not a deed and it is not even what Florida Intestate Statutes (without a Will) state. I think you have a real problem here as parents are allowed to change their mind and verbal promises and change their estate planning Will, etc.,... View More

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1 Answer | Asked in Elder Law and Estate Planning for Florida on
Q: Live in Palatka FL have been taking care of my elder parents, father passed, mom long term, live in their home, options?

I have been paying their mortgage but it has their name on it. what are my options

Terrence H Thorgaard
Terrence H Thorgaard
answered on May 29, 2020

You need to consult with an estate planning attorney.

1 Answer | Asked in Estate Planning for Florida on
Q: Is a mobile home that is in a retirement community considered an estate?
Terrence H Thorgaard
Terrence H Thorgaard
answered on May 29, 2020

Do you mean is it part of the probate estate of its deceased owner? Yes.

4 Answers | Asked in Estate Planning for Florida on
Q: My uncle passed away in 2013. He had no will and was insolvent at the time of his death. He has one sister still

living. I handled his funeral as per her request as she lives out of state. We have since been contacted by several companies concerning "found money" in his name. They have asked for her information, the nieces and nephews, cousins and other distant relatives. Isn't she the only... View More

Seril L Grossfeld
Seril L Grossfeld
answered on May 29, 2020

These companies will ask for as many relatives as possible to get a fee to help them get the money. Most likely if he wasn't married and did not have any children and his parents are no longer alive, it would go to his sister under Florida Law. His sister may be able to apply for the found... View More

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6 Answers | Asked in Elder Law and Estate Planning for Florida on
Q: I have been taking care of my elder parents, my father passed, my mom is in long term, i live in their home

I am paying their mortgage payment and wonder what happens when and if my mother passes. Please advise.

Thank you

M. Michelle Robles
M. Michelle Robles
answered on May 29, 2020

This answer will depend on how the Warranty Deed to the house is titled and if your mother has a last will and testament or not. I would recommend that you have a consultation with an Estate Planning/Probate Attorney for more accurate information.

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1 Answer | Asked in Estate Planning and Probate for Florida on
Q: In Florida, Can executor, and alternative be witness as will even if they are relatives?

I live in Florida. I would like to sign a will and last testament. The issue is that my niece, the executor, and her husband, the alternative, are my only witness available. Can they be witnesses and executors? They are not beneficiaries.

Terrence H Thorgaard
Terrence H Thorgaard
answered on May 25, 2020

It's not a good idea. Surely you can find someone else to witness the execution of the will.

1 Answer | Asked in Estate Planning and Probate for Florida on
Q: My grandmother passed. Her friend is POA. I'm beneficiary. What are my rights?

My grandmother passed away and she named her best friend POA over it all. I am the beneficiary. Was told from my grandmother that everything is left to me in the will. I am currently on my way down. But her friend refuses to speak to me or include me in anything. But yet had her husband and friend... View More

Terrence H Thorgaard
Terrence H Thorgaard
answered on May 25, 2020

If you have a copy of the will, you can petition the court to have it admitted to probate. Whoever is appointed personal representative in the will may well be entitled to be appointed PR and be issued letters of administration giving the PR the right to possession of the property. The power of... View More

1 Answer | Asked in Criminal Law and Estate Planning for Florida on
Q: Can diclaiming my interest in a trust after being served a lawsuit but, before any settlement or judgement be fraud

Plaintiff offer is they want a portion of the trust that I will receive after the owner passes. My attorney that over sees my half in trust can be available to answer any questions you may have about type of trust, how it is written etc. She stated that she thinks I can disclaim because as it... View More

Nina Whitehurst
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answered on May 22, 2020

There are a lot of missing facts here making it impossible to answer your question. Is the trust revocable or irrevocable? Is your interest vested or unvested? Who is the trustee now? Who will be the trustee when the grantor dies? What is your relationship to the trustee? Are distributions... View More

1 Answer | Asked in Estate Planning, Family Law and Elder Law for Florida on
Q: My mom can't conduct any ADLs. She lives with me and my wife at my house. Can I file to become her legal guardian.

How do I file. What are the necessary required forms to fill out.

Bruce Alexander Minnick
Bruce Alexander Minnick
answered on May 19, 2020

Guardianships are created by filing paper in a court of law. They are not a DIY project. Hire a family lawyer.

1 Answer | Asked in Estate Planning and Probate for Florida on
Q: When siblings are beneficiaries in a will and one is hospitalized with dementia what do you do?

The sibling has no bialogical children but is married

Nina Whitehurst
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answered on May 17, 2020

The ill sibling's share must be distributed to him or her without regard for his or her health. His or her attorney in fact or conservator can deposit the check in his or her account and manage the funds for him or her. If he or she does not have an attorney in fact or conservator then a... View More

3 Answers | Asked in Estate Planning and Probate for Florida on
Q: Florida law - My father died, with a will, and named my brother as executor. Do I do anything in the meanwhile?

I am wondering if I am supposed to ask for a copy of the will, bank statements, etc. or just wait for the process to take its course. Thanks.

Evelyn Suero
Evelyn Suero
answered on May 13, 2020

My condolences for your loss. You can follow up with your brother regarding beginning the probate administration of the estate. Per Florida law, the last will must be deposited with the clerk of court within 10 days of after receiving notice of death. While any interested party can petition the... View More

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1 Answer | Asked in Probate and Estate Planning for Florida on
Q: What happens with the homestead home if my wife dies ? No easy answer I think, these are the facts: (1) Mary and

her only two adult children buy a house in 2009 to qualify for a mortgage. Title is owned by all three. Children never lived in the house. (2) in 2013 the future husband moves and joins Mary in the house. (3) In 2014 they marry in Florida, (4) Let's say Mary dies in 2020, what percentage of... View More

Barry W. Kaufman
Barry W. Kaufman
answered on May 13, 2020

Homesteads generally pass outside of probate; the fact that title to the house was jointly owned by 2 other people, neither of whom was the husband, makes it more likely that the house is not part of the decedent's estate and that title remained in the the other 2 owners' hands. I... View More

1 Answer | Asked in Estate Planning for Florida on
Q: Can you sell a dead person furniture without death certificate
Seril L Grossfeld
Seril L Grossfeld
answered on May 11, 2020

You don't need a death certificate to sell furniture, but the money belongs to the estate so you should be the personal representative or an agent hired by the personal representative and all funds from the sale should be accounted for and turned over to the personal representative. As a very... View More

2 Answers | Asked in Real Estate Law, Estate Planning and Tax Law for Florida on
Q: I have a quitclaim deed written as joint tenants with full rights of survivorship. Does the mortgage transfer? (Florida)

I live in Land O Lakes, FL. My mother passed away in November. We have lived in the same house together since the house was built in 1998. We have a quitclaim deed written as joint tenants with full rights of survivorship.

I have continued to pay the mortgage, on time, but recently... View More

Stephen K. Hachey
Stephen K. Hachey
answered on May 3, 2020

No, the mortgage does not transfer.

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1 Answer | Asked in Estate Planning and Probate for Florida on
Q: Can a declaration of heir's be done in Orlando florida to be used in Puerto Rico.

My grandfather and grandmother died and my brother's and I became heir's in place of my mother who is deceased. My question is, we live in Florida can a declaration of heir's made here have validation in Puerto Rico. Thank you.

Terrence H Thorgaard
Terrence H Thorgaard
answered on May 1, 2020

That is a question you should have asked in Justia > Ask a Lawyer > Puerto Rico; it's a matter of Puerto Rican Law, not Florida Law.

2 Answers | Asked in Estate Planning for Florida on
Q: Is a will still valid after a divorce?

The will was drafted in GA in 1995 and the divorce took place in 2010. The ex-wife remarried and is now widowed and both parties now reside in Florida. Is the will valid or does an amendment need to be made?

Phillip William Gunthert
Phillip William Gunthert
answered on Apr 28, 2020

The answer to your question can be found here in the Florida Statutes below;

732.507 Effect of subsequent marriage, birth, adoption, or dissolution of marriage.—

(1) Neither subsequent marriage, birth, nor adoption of descendants shall revoke the prior will of any person, but...
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1 Answer | Asked in Estate Planning, Real Estate Law and Probate for Florida on
Q: My mother and her brother were listed as owners of my Grandma's house...

My mom had to take her name of the title due to her getting Dementia and having to claim Bankruptcy so she could afford a nursing home and they wouldn't take the house since my Grandma was still alive and occupied the house. Well my Grandma has since passed away along with my mother. My... View More

Barry W. Kaufman
Barry W. Kaufman
answered on Apr 27, 2020

Once your mom signed over the deed to someone else, it was no longer her house. The owner of record now is entitled to the proceeds of the sale, and none of the sale proceeds is a part of your mother's estate. If your Grandmother became the owner, it's possible, depending on whether she... View More

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