Is this what you call POD from the time the bank acct. was opened or I have to provide this document to the bank to be notarize?
Phillip's answer
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Answered on September 18, 2025
You will want to go to the bank and speak to them about making sure that your sons are your accounts as the pay on death beneficiaries on all the...
Is a POA good for while I’m alive? Based on my previous Q, will he needs a POD to get access to my bank accts: checking and IRA?
Phillip's answer
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Answered on September 18, 2025
The Power of Attorney (POA) will end and not be useful on your passing, it is able to be used during your life if properly drafted, covering what...
My sons are the IRA inheritance beneficiaries but my younger son has the POA as the trustee. Does he also needs a POD.
Phillip's answer
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Answered on September 18, 2025
A Power of Attorney (POA) ceases at death, it will no longer be able to be used for anything upon your passing. If you are setting up assets via a...
Florida -- If an irrevocable Trust files a survival claim, does a "Probate" estate need to be created ?
Phillip's answer
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Answered on September 16, 2025
I agree with Attorney Rosenblatt. No, the Trust will not matter in this respect, you will need to open a probate (Formal Probate) so that you can...
Homesteading in Florida Help!
Phillip's answer
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Answered on September 11, 2025
You can only claim Homestead up to your percentage of ownership, so there is an ownership component and you have to live there as your primary...
Can a Florida Durable Power of Attorney be executed by a Florida resident and notarized in NY?
Phillip's answer
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Answered on September 10, 2025
Yes, make sure it is executed by principal via signature, two witnesses and a notary all in the presence of one another and this will be acceptable.
Inherited property?
Phillip's answer
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Answered on September 10, 2025
A probate of some type will be necessary in the State of Florida, you will also need a Florida Probate Attorney to pursue this matter in Florida....
How to know if I married ?
Phillip's answer
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Answered on September 10, 2025
That may be one of the funnier statements I have heard on this site "my girl says we are married and I am not sure I want to check the status", I...
Does my sister-in-law need to be present to add her name to my house deed?
Phillip's answer
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Answered on September 08, 2025
No, the name of a person being added such as your sister in this case would not be necessary. I would encourage you to speak with an estate...
I need to get a forced power of attorney for my 75 year old mother? We currently live in south Florida
Phillip's answer
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Answered on September 08, 2025
That would not be a Power of Attorney unless your mom gives it willingly and has mental capacity to give it, what you are likely going to need is a...
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