If CD's are "in trust for", must these assets be listed as assets to pay for nursing home care?

There may be a number of issues involved with the answer to your question. First, when were the CD's set up? If it was within the last 5 years,...

While I agree with the comments of my colleagues who have answered this question, there is an additional consideration. Fla. Stat., Section 674.405...

What are Florida probate rules when a person passes on without a will?

My condolences on the passing of your father and his spouse. When someone dies with, or without, a Will, and they own bank accounts, real...

How can i found a notary to notorized a last will and testament,

If you need help finding a notary, I STRONGLY encourage you to seek counsel of an experienced estate planning attorney with regard to your will or...

There are at least two issues raised by your question, and perhaps others as well. First, Florida law prohibits a person from completely...

What is the retention for a trust after it is settled?

Minimum Length of Time. Keep the records and papers for any settled estate for at least seven years, if an estate tax return was filed. That is the...

What happens to an inheritance if one has all assets in a trust but receives an inheritance after they have passed away ?

You have a number of issues that you have raised in your question. First, you have indicated different "amounts" setup for your beneficiaries. You...

?The difference between reciprocal will and a joint will.

Neither a reciprocal will nor a joint will are likely to provide a safeguard that half of the estate will go to the children of the first spouse to...

The answer to your question really involves how much certainty you want to accomplish in your planning. Anytime you use a form of a life estate...

If the real property is titled in your mother's name, the only way to accomplish a transfer of ownership is through the probate court. You should...