Archived
Is the new will signed by a blind and sick woman at 91, notorized by attorney and witnessed by his business friends valid?
Joseph's answer
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Answered on February 02, 2009
I think the best way to answer this question is to say that the most common challenge to contest wills are to prove incompetence or undue...
Archived
Florida trustee asks why a second trustee, UK citizen living in UK, makes sense?
Joseph's answer
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Answered on February 02, 2009
Co-trustees would both have to sign everything(big delay) and out of country trustees sometimes bring there laws into play.
In this case -it would...
Archived
We want our children to be assured of each receiving their inheritance even if one of us remarries after the others death.
Joseph's answer
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Answered on February 01, 2009
Thanks for question. This is a common concern. I usually recommend two trusts-one for each spouse.
The first to die's trust gives income only to...
Archived
If I have a simple estate can I get a feee will form that will work for Florida
Joseph's answer
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Answered on February 01, 2009
I would not recommend you trying this yourself.
You should be able to find attorney to prepare a solid will for less than $100.
Archived
My father is 84 years old and has become incapable of managing his financial affairs. His wife will not let us intervene.
Joseph's answer
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Answered on February 01, 2009
This is a common situation and I understand how you feel.
I think you have two choices.
The easier(except for wife's influence) would be to get...
Archived
I am drawing up my personal will and live in Jacksonville, FL.
Joseph's answer
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Answered on January 31, 2009
The PR needs to be a Florida resident or blood relative or spouse of blood relative. Relative or spouse can live anywhere.
Archived
I am married and my husband has a will and revocable trust - nothing we own is in my name except my name is on home
Joseph's answer
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Answered on January 31, 2009
Yes-I would ask. It would be nice to know if he has provided for you. If not-you can contest his will and take at least 30% marital share. If you...
Archived
I need info on a Revokable trust.
I would like forms to do this with.
Will this need to be recorded?
Joseph's answer
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Answered on January 31, 2009
A trust does not need to be recorded. Since you desire to leave assets to grandchildren and have retirement accounts-it should be prepared by...
Archived
My home is in a trust. Can I change the beneficiary of the trust or should I change the ownership to me personally.
Joseph's answer
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Answered on January 31, 2009
If you have a living revocable trust and you are the grantor-you can change the beneficiary of the trust.
have an attorney to review trust and...
Archived
I live in florida. I am co-executor of a will with a lawyer in florida.
Joseph's answer
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Answered on January 31, 2009
You may order a copy of the will from the probate clerk in the county the deceased person was a resident..
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