In Florida, why would personal rep/successor trustee of a trust & will, take assets out of trust and go through probate process?
Alan's answer
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Answered on January 11, 2023
there can be reasons to go through probate even though the assets are in a trust. For example, to take advantage of publishing a notice to...
Do I have rights to anything - car, furniture, money after an 8 yr significant other relationship in FL
Alan's answer
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Answered on December 28, 2022
Unless he owes you money as a creditor, the answer is no. You are not entitled to anything from is estate. If you name is on a bank or investment...
My father took out a life insurance policy on his granddaughter in Fl, does my brother own it?
Alan's answer
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Answered on December 02, 2022
the first thing to do is to have the policy examined. Often the policy dictates who becomes the owner, when the owner dies. if it doesn't then...
I have a final Judgment from the county civil court against a company owned by 2 defendants ?
Alan's answer
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Answered on December 01, 2022
Once you have a final judgment, you need to obtain a certified copy of the recorded judgment. Then you need to re-record that certified copy and...
Father-in-laws second wife has taken control of finances as he has dementia. She is trying to change terms of will
Alan's answer
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Answered on November 30, 2022
It may depend on how she is in control. Is she acting on a power of attorney? If so, she can't change his will or trust. is she the successor...
Does a life estate created by trust apply if the house was never moved into the trust?
Alan's answer
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Answered on November 30, 2022
I PRESUME YOUR MOTHER HAD A POUR OVER WILL WHICH NAMED THE TRUST AS A BENEFICIARY.
IF THATS THE CASE YOU'LL NEED TO GO THROUGH A PROBATE PROCEDURE...
How to obtain a FL Surrogate Certificate for NJ Unclaimed Property Admin in order to release funds from a diseased parent?
Alan's answer
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Answered on November 29, 2022
DID THE IRA ACCOUNTS NAME YOUR MOTHER AS BENEFICIARY? IS N.J. HOLDING THE FUNDS UNDER YOUR FATHERS NAME OR YOUR MOTHERS NAME? IF UNDER YOUR...
Can I down load a lady bird deed and fill it out myself and record it?
Alan's answer
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Answered on November 29, 2022
YOU CAN PREPARE A DEED YOURSELF, ALTHOUGH I WOULD NOT RECOMMEND IT. I HAVE SEEN MANY PEOPLE PREPARE DEEDS INCORRECTLY. IT OFTEN COSTS MORE TO...
How long after a death in Florida does the Will have to be filed? Does the 20 days to file a response include weekends and h
Alan's answer
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Answered on November 04, 2022
There is no real penalty for failure to file the will with the clerk of court within 20 days, unless some loses out of their inheritance as a...
Can a parent be sued for their assets (i.e. savings) if adult child was in car accident?
Alan's answer
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Answered on November 04, 2022
it depends. Who was the driver of the auto? Who's name is on the title to the auto? Both the driver and the owners of the vehicle are liable.
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