Pinellas County Estate Planning Legal Advice (45 found)

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Gregory Herman-Giddens
Gregory Herman-Giddens' answer
Contributor Level 5

When someone dies, the assets in his or her estate get a step-up in basis to...
David Michael Goldman
David Michael Goldman's answer
Contributor Level 7

Gregory is correct on his tax statement. I would simply add that we need to...
David Michael Goldman
David Michael Goldman's answer
Contributor Level 7

If the will was valid in NY it should be valid in Florida. You may consider...
Douglas Ron Coenson
Douglas Ron Coenson's answer
Contributor Level 5

If the will was validly executed in New York, it will be recognized in Florida....
Keenan M. Post
Keenan M. Post's answer
Contributor Level 7

If you have a probate attorney you need to have him/her file a legal action to...
Marc Jeremy Soss
Marc Jeremy Soss' answer
Contributor Level 4

Since they are in control of the company they may believe they can do what ever...
Dennis Michael Phillips
Dennis Michael Phillips' answer
Contributor Level 7

Mortgage lenders must foreclose the interests of everyone involved in order to...
Question

David Michael Goldman
David Michael Goldman's answer
Contributor Level 7

If there is no beneficiary defined in the policy or by law, then the estate...
Dennis Michael Phillips
Dennis Michael Phillips' answer
Contributor Level 7

I am sorry for your loss. As I understand your facts, the proceeds from the...
Question

David Michael Goldman
David Michael Goldman's answer
Contributor Level 7

Some life insurance companies will require you to open a probate even though...
Richard Eugene Ehrlich
Richard Eugene Ehrlich's answer
Contributor Level 5

The most important question is how the deed for your home is worded. Look at...
Question

Mark Lawrence Hammond
Mark Lawrence Hammond's answer
Contributor Level 2

For the year 2009, the federal estate tax exempt amount is $3.5 million. In...
Question

Dennis Michael Phillips
Dennis Michael Phillips' answer
Contributor Level 7

I suggest that you contact financial planner Don Wallace in Sarasota at (941)...
Dennis Michael Phillips
Dennis Michael Phillips' answer
Contributor Level 7

I accidentally omitted the name of elderlaw attorney Scott Wallace in my prior...
David Michael Goldman
David Michael Goldman's answer
Contributor Level 7

This is a complicated issue and one you must consider the relationship and how...
User's answer
A lot depends on the value of the estate. The wife is entitled to a certain...
Question

Dennis Andrew Chen
Dennis Andrew Chen's answer
Contributor Level 7

I have included the relevant portion of the Fla statute: 732.102 Spouse's...
David Michael Goldman
David Michael Goldman's answer
Contributor Level 7

Unfortunately in Florida being separated does not remove the fact that she and...
Question

John Neil Redding
John Neil Redding's answer
Contributor Level 3

When you use the term “mentally competent” the first question that comes to...
Dennis Michael Phillips
Dennis Michael Phillips' answer
Contributor Level 7

Contact Don Wallace in Sarasota at http://elegacygroup.com. He is skilled at...
Joseph Franklin Pippen Jr.
Joseph Franklin Pippen Jr.'s answer
Contributor Level 6

I would also recommend a power of attorney and perhaps a living trust. Most...
Linda Joan Solash-Reed
Linda Joan Solash-Reed's answer
Contributor Level 2

Consult the Academy of Florida Elder Law Attorneys. You are able to search for...
Joseph Franklin Pippen Jr.
Joseph Franklin Pippen Jr.'s answer
Contributor Level 6

In addition to above-contact the Clearwater Bar Association for a referral.
Question

User's answer
Unless I can find a knowledgeable attorney in Indian River County (that I can...
Margery Ellen Golant
Margery Ellen Golant's answer
Contributor Level 8

Unfortunately, the thing that you filed was a mistake, does not raise any sort...
Dennis Michael Phillips
Dennis Michael Phillips' answer
Contributor Level 7

You don't need an attorney. You can draft a quitclaim deed from you and your...
Robert Scott Williams
Robert Scott Williams' answer
Contributor Level 5

Under Florida law, since your brother-in-law passed away without a Will, and...
Question

Dennis Michael Phillips
Dennis Michael Phillips' answer
Contributor Level 7

Congratulations. I wish you a happy marriage; but I compliment you on being...
Melissa Dawn Sosa
Melissa Dawn Sosa's answer
Contributor Level 7

Yes, a good prenuptial agreement is THE BEST way to protect against your future...
Question

David Michael Goldman
David Michael Goldman's answer
Contributor Level 7

Unless the will in MA was a holigraphic will which did not have two witnesses,...
Jeffrey Allen Cramer
Jeffrey Allen Cramer's answer
Contributor Level 4

If Massachusetts law requires similar formalities as Florida, such as having 2...
Lance Martin McKinney
Lance Martin McKinney's answer
Contributor Level 5

You will need to see an attorney about a guardianship. That is the only option...

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