Get free answers to your Estate Planning legal questions from lawyers in your area.
answered on Aug 9, 2023
Yes, there is very specific language for a ladybird deed to be valid in Florida. As with the preparation of any deed, I strongly recommend that you retain an experienced estate planning or real estate attorney to prepare such a deed for you.
Can the remainderman be the grantee if an enhanced life estate is reserved to the grantor as the life tenant?
answered on Aug 8, 2023
In a ladybird deed (enhanced life estate deed) in Florida, the grantor is typically the person transferring the property and retaining certain rights, such as the right to live on the property for their lifetime. The grantee, on the other hand, is usually someone who receives the property upon the... View More
answered on Jul 24, 2023
Call a FL attorney, tell them of your assets, liabilities, and family situation. Ask for advice about what to do, and possibly hire them to draft appropriate instruments.
answered on Jul 22, 2023
From experience, I can understand your frustration. However, blocking an attorney's communications can cause you to miss important information relating to the development of the case. If the excessive communication reaches the level of harassment or abuse, the judge overseeing the case can... View More
If an Estate expenses is $120,000 and all the beneficiaries agree to pay it. Should each beneficiary pay $30,000 from their portion of the inheritance, since it's 4 beneficiaries including myself. Or since I am entitled to 50% of the estate as the surviving spouse and the 3 adult children... View More
answered on Jul 14, 2023
Estate expenses are typically paid before any division of assets occurs. The debts are paid in the following order:
(a) Class 1.—Costs, expenses of administration, and compensation of personal representatives and their attorneys fees and attorneys fees awarded under s. 733.106(3).... View More
My mother is currently in a very bad nursing home that is costing my mom (92 with dementia) $10,850/month as she does not qualify for Medicaid. The place I want to move her is half as much and specializes in memory care. The only reason she wants to keep her where she is is because it is in the... View More
answered on Jul 6, 2023
The answer probably lies within the terms of the financial power of attorney (POA) itself. If there are two appointed agents under the POA, the POA should state whether financial decisions require the unanimous decision of all appointed agents or whether each of them can act in their own capacity.... View More
answered on Jul 2, 2023
You should speak with a Florida Estate Planning Attorney and weigh the pros and cons of each option. You may want to consider an Enhanced Life Estate Deed (Ladybird Deed) or a Trust, as both of these options if done properly will avoid probate. Simply naming you in a Will would require probate and... View More
I was told by the agent that I needed to send the death certificate and a copy of the will showing me as the executor. I did this weeks ago and then received a renewal bill in the mail from the company not showing any change to my father's name on the policy. The current policy which I paid in... View More
answered on Jun 29, 2023
The Estate itself can ensure the property. You may want the assistance of an experienced probate/trust administration attorney to guide you. Good luck!
I need a sample of same. Any help greatly appreciated.
answered on Jun 28, 2023
You don't indicate why you need such an affidavit; presumably you want to file a petition to admit the will to probate in the Florida courts. To prove that it was executed in conformity with the laws of the other state, you should get an attorney in that state to sign such an affidavit.
There is a levy in the state of Florida on a pd off vehicle titled to my spouse (or) myself. The civil judgement is on my spouse only. The Sheriff was unable to collect the asset as it was out of state at the time and the Levy has been withdrawn by the Client for now. Can the vehicle be protected... View More
answered on Jun 27, 2023
Such a change to the title could be regarded as a fraud on creditors and thus set aside.
The funding is described as: "all that tangible and intangible personal property owned by (the Grantor) not requiring legal evidence of ownership." What exactly does this mean? I understand it would exclude real estate or vehicles requiring deed or title. Would it include membership in an... View More
answered on Jun 26, 2023
Is there real estate ? If the house or condo, or an empty lot(s) were transferred to the Trust it would be a Titled document and listed as assets transferred to the Trust. Tangible personal property is Not a "Titled" asset nor bank accounts (which are intangibles).You can check online... View More
My legal will in Louisiana includes property in Puerto Rico. MY will clearly states who that property should be transferred to in case of my passing away. The person is not related to me by blood. I have no blood relatives except for a daughter of an adopted niece - my niece having passed away. Is... View More
answered on Jun 19, 2023
Yes, as long as it is a valid will in LA where it was prepared and signed.
It's a receipt, release, indemnification, and refunding agreement for a living trust. It's saying that I acknowledge the partial distribution of the estate and release trhem from any debts, claims, etc. There is a lot of language in here that leaves them weasel-room. Is there any way I... View More
answered on Jun 7, 2023
I suggest that you pose a question in which you briefly summarize everything but the suspicious language. Then quote the 3 sentences verbatim.
I am trying to get things done all by myself but it is time consuming and exhausting. All the contents of the house, repairs, insurance and probate all have to be done and I am being pressured to do things faster, and in a way that wasn't what my instructions were from the deceased. Without... View More
answered on Jun 6, 2023
I am sorry for your loss, please accept my condolences for you and your family. If you are the named estate Executor (called a Personal Representative) in Florida, once the Court has approved and authorized you there is little that your sibling can say or do. The process moves ahead and tends to... View More
My mom inadvertently put the real estate on the tangible items list and said it was to go to me. Can I ask the judge to consider this when making the final decision and if so, how would I go about doing this?
answered on Jun 5, 2023
You would need to file a petition to amend the petition your mother filed, or if you wanted to challenge your mother's petition in the entirety, you would want to file a petition to vacate.
1 week or so before his death he changed his policy to disinclude his grandchildren and only include his current wife. Grandma did not give approval. Was this done properly? Do the grandkids have a right to the money from the policy due to it being in the divorce decree?
answered on Jun 2, 2023
If the grandfather was bound by the divorce decree to maintain life insurance for the benefit of the children and he violated the decree, his estate may be liable for the loss suffered by the grandchildren under a breach of contract claim. It also sounds like the change to the life insurance may... View More
When we bought the house it was tenants in common with right of survivorship after we divorced it automatically converted to tenants in common with 50/50 ownership. Now that we remarried each other will it reconvert to tenants in common with right of survivorship!
answered on May 27, 2023
Interesting question. In my opinion as a family law attorney, remarriage does not automatically "reconvert" the property title. You might consider executing a Quitclaim Deed - both as grantors and both as grantees to give you both equal rights as "Tenants by the Entireties,"... View More
01/2003 A credit card debt was acquired by Sarasota CCM and they obtained a judgment in in Illinois.
01/2009 I moved to Florida and three years later they registered the judgment in Florida.
09/2000 They garnished a checking account.
No communication from them between... View More
answered on May 26, 2023
Three options (other than paying in full): 1. Attempt to settle up, such as by offering X cents on the dollar and/or paying in monthly installments over X number of years; 2. File for bankruptcy if eligible (consult a bankruptcy attorney); 3. Determine if you are judgment-proof and can just let... View More
We all live in Florida. She is asking my husband for his SSN, birth certificate, and driver's license to add him to her will. When he asked her why she needed it, she replied that the lawyer asked for it. She has a tiny estate. Is personal identifying documentation required from your... View More
answered on May 18, 2023
The attorney maybe using a program asking for that information regarding all beneficiaries however the age of the beneficiary if 25 or under would be useful if the bequest should be held in trust or a bank account to be distributed at 25 or even later up to 35
I don’t think it is... View More
I have completed the entire form for Pinellas county, however the other beneficiary lives in Europe and neither she nor I have been able to figure out how to satisfy this requirement:
"PROOF OF SERVICE OF FORMAL NOTICE
Under penalties of perjury, I swear or affirm that on... View More
answered on May 15, 2023
Hi! Thanks for your question. If the other person is also an heir or other interested party, they can sign a joinder, waiver and consent to the petition. This joinder, waiver and consent form also includes language stating that the person waives notice and hearing. If you can find the joinder,... View More
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