Under Florida law, a surviving spouse is entitled to receive a portion of the deceased spouse's assets, whether or not the deceased spouse...

As the beneficiary of the trust, your wife is entitled to certain information about the trust. She should contact the attorney representing the...

What will I be able to leave my adult children from a prior marriage when I die? What difference will it make if I make a WILL?

If you do not have a will at your passing, Florida law will determine how your assets will be distributed. You will be deemed to have died...

My brother and I are co trustees to my my motheres estate. He is doing things without my knowledge. Can he do this?

Do you have a copy of the trust instrument naming you as Trustee? If so, I recommend you take the trust instrument to a trusts & estates attorney...

Business Succession Planning...My father is elderly and we want to make sure everything goes smoothly when he passes.

You'll need to speak with an estate planning attorney who understands business succession planning.

Dad passed. House in Mom and Dad's name still. Mom wants me to have house. She does not have a will and I also have a brother.

With respect to the home, your mother should first take steps to establish she is the sole owner of the property now that your father has passed....

What percentage is a spouse entitled to upon the death of the spouse in Florida and is the percentage both their assets?

With respect to the assets are titled in the name of the revocable trust, the trust instrument determines who will receive the assets at the...

If my partner falls ill and can't make money decisions how can he guarantee me and my daughter will be taken care of financially

Does your partner already have a revocable or living trust? If so, your partner may want to have language in the trust instrument providing for...

Revocable vs irrevocable trust question

A revocable trust becomes irrevocable at the time of the Settlor or Grantor's death. You should consult an experienced asset protection lawyer with...

How long/difficult is the process of appointing a new trustee for a large estate?

Often the trust instrument itself will address the appointment of trustees. If you are a beneficiary of the trust, I would ask to see a copy of the...