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Florida Estate Planning Questions & Answers
2 Answers | Asked in Estate Planning and Real Estate Law for Florida on
Q: Is there set language for a ladybird deed in Florida or is it creative writing after the basics are set forth?
Lauren Nagel Richardson
Lauren Nagel Richardson
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.

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2 Answers | Asked in Estate Planning and Real Estate Law for Florida on
Q: In Florida are the grantor and grantee the same person in a ladybird deed?

Can the remainderman be the grantee if an enhanced life estate is reserved to the grantor as the life tenant?

T. Augustus Claus
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T. Augustus Claus pro label Lawyers, want to be a Justia Connect Pro too? Learn more ›
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

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1 Answer | Asked in Estate Planning, Land Use & Zoning, Real Estate Law and Tax Law for Florida on
Q: Why do we need an Estate Plan?
Anthony M. Avery
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Anthony M. Avery pro label Lawyers, want to be a Justia Connect Pro too? Learn 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.

1 Answer | Asked in Estate Planning and Real Estate Law for Florida on
Q: Can I block someone’s attorney if they keep sending an overload of emails when has already been discussed? I had enough
James Clifton
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James Clifton
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

1 Answer | Asked in Estate Planning for Florida on
Q: Should estate expenses be shared from each beneficiary portion of their inheritance?

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

James Clifton
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James Clifton
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)....
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1 Answer | Asked in Estate Planning and Family Law for Florida on
Q: Can my sister refuse to make payment to memory care for my mom? We share financial DPOA but I have medical authority.

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

James Clifton
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James Clifton
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

1 Answer | Asked in Real Estate Law and Estate Planning for Florida on
Q: My mother wants to put her property in my name(daughter), which is best a living trust, will or inheritance?
Phillip William Gunthert
Phillip William Gunthert
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

1 Answer | Asked in Estate Planning, Real Estate Law and Probate for Florida on
Q: I am the executor of my father's estate. I need to know how to keep my father's house insured until the deed is changed.

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

Brigid M. Hopkins
Brigid M. Hopkins
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!

1 Answer | Asked in Estate Planning for Florida on
Q: I need to file an Affidavit demonstrating that the will/codicil was executed in conformity with the laws of the state.

I need a sample of same. Any help greatly appreciated.

Terrence H Thorgaard
Terrence H Thorgaard
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.

1 Answer | Asked in Estate Planning and Civil Litigation for Florida on
Q: How do I protect a jointly owned vehicle with a Levy in place?

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

Terrence H Thorgaard
Terrence H Thorgaard
answered on Jun 27, 2023

Such a change to the title could be regarded as a fraud on creditors and thus set aside.

2 Answers | Asked in Estate Planning for Florida on
Q: A living trust was created with its initial "funding" being a very confusing clause.

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

Ira Markowitz
Ira Markowitz
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

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1 Answer | Asked in Estate Planning and Real Estate Law for Florida on
Q: My estate attorney has prepared my last will and testament in Louisiana. Is that valid in Puerto Rico?

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

Jane Kim
Jane Kim pro label Lawyers, want to be a Justia Connect Pro too? Learn more ›
answered on Jun 19, 2023

Yes, as long as it is a valid will in LA where it was prepared and signed.

1 Answer | Asked in Contracts and Estate Planning for Florida on
Q: Can I please have help determining if the language in this passage is boilerplate or sneaky language?

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

Terrence H Thorgaard
Terrence H Thorgaard
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.

3 Answers | Asked in Estate Planning and Probate for Florida on
Q: I am the executor and one of two beneficiaries. The other beneficiary is uncooperative and threatening.

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

Phillip William Gunthert
Phillip William Gunthert
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

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1 Answer | Asked in Estate Planning and Probate for Florida on
Q: Can I ask the probate judge to consider certain things?

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?

James Clifton
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James Clifton
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.

2 Answers | Asked in Divorce and Estate Planning for Florida on
Q: Divorce decree states 3 grandkids split life insurance after death of grandpa. Can he change that without grandma sign?

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?

James Clifton
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James Clifton
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

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1 Answer | Asked in Divorce, Estate Planning and Real Estate Law for Florida on
Q: If we bought a house during our marriage and got divorced and remarry each other and one of us dies, who gets the house?

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!

Paul Michael McDermott
Paul Michael McDermott
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

1 Answer | Asked in Bankruptcy, Consumer Law, Estate Planning and Collections for Florida on
Q: 2006 Judgment Still an Issue--New Developments

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

Charles M.  Baron
Charles M. Baron
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

3 Answers | Asked in Estate Planning for Florida on
Q: Good morning. I have a question about adding a child to a will. My mother-in-law is 69 yrs old and creating a will.

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

Ira Markowitz
Ira Markowitz
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...
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1 Answer | Asked in Estate Planning and Probate for Florida on
Q: How to get formal notice to someone overseas?

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

Lauren Nagel Richardson
Lauren Nagel Richardson
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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