Archived
I have joint poa with my brother in virgina and i live in florida for our mom my brother in va has made discisons
Kelly's answer
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Answered on July 21, 2011
If I understand your question correctly, you would like to resign and no longer serve as attorney-in-fact for your mom under her power of attorney....
Archived
Is PROBATE ATTTORNEY NECESSARY IN fl?
Kelly's answer
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Answered on July 21, 2011
A probate attorney is generally not required by law (I am not licensed in FL, so I cannot speak directly to their laws); however, it is often...
Archived
My mother had a stroke and her condition has detoriated, i have power of attorney over her affairs, can i execute her will
Kelly's answer
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Answered on July 21, 2011
Only your mother can execute another will, if she chooses to do so. If she is legally competent, she can execute a will with whatever provisions...
Do bloodline trust assets have to be placed into another trust when inheritance is passed on to specified heirs?
Kelly's answer
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Answered on July 21, 2011
When you create a trust and name your beneficiaries, you have the choice of (upon your passing) having your beneficiaries' inheritances be...
Can I have a living trust and a testamentary trust?
Kelly's answer
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Answered on July 21, 2011
I would actually suggest the opposite of what you are contemplating, overall. If the vast majority of your money is in qualified retirement...
Archived
What is a bank trust?
Kelly's answer
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Answered on July 21, 2011
I think you may be confusing the trust document itself with the assets held in trust. A trust, whether it is a grantor, revocable, irrevocable,...
Legally possible to deliberately exclude adult child as beneficiary under will?
Kelly's answer
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Answered on July 21, 2011
I agree with everything mentiond in the prior post. The only addiitonal comment I have is that in North Carolina, in order to most strongly...
Lady bird deeds are these only for one spouse (one is deceased), meaning a husband and wife cannot create a lady bird deed.
Kelly's answer
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Answered on July 20, 2011
I am not licensed in FL; however, I see nothing wrong with a couple executing a lady bird deed.
Archived
My husband died without a will. everything is in both our names, he has some medical bills and credit cards in his name only.
Kelly's answer
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Answered on July 20, 2011
If all accounts were held joint with right of survivorship, then your husband may not have a probatable estate and you may not need to do anything...
Archived
Does the beneficiary have the right to all documents - even personal tax returns prior to death?
Kelly's answer
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Answered on July 20, 2011
I agree with the prior post regarding your rights, depending upon your relation to the decedent, you may/not have access to these records, though...
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