Archived
Will my rental home pass to my wife w/o probate if it was purchased before marriage and her name is not on the title?
Joseph's answer
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Answered on August 23, 2009
No-anything just in a deceased persons name must go thru probate even if left to a spouse.
Archived
How does Florida Medicaid Law view the asset of a NY Life Estate when entering a skilled facility?
Joseph's answer
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Answered on August 22, 2009
Thanks for your question and I am sorry for your Mom's condition. The value of a life estate is based on age(not given) and value of property not...
Archived
What is the procedure for changing an alternate surrogate from my estate documents?
Joseph's answer
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Answered on August 21, 2009
I charge to same to create a new power of attorney and/or health care surrogate document-so it make more sense to do a new one. Also-I do not put...
Archived
Is it okay for a beneficiary to an estate to ask the executor for updates and review bank statements
Joseph's answer
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Answered on August 20, 2009
You are entitled to a timely full accounting. Send demand letter to attorney. An inventory is due within 90 days of the start of administration and...
Archived
Is it a considered a gift to me if i add my name to my mothers bank account?
Joseph's answer
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Answered on August 10, 2009
I agree with above answers. If you accept gift and have accident or divorce etc-your creditors might be able to collect on your new asset-whick...
Archived
Is it a considered a gift to me if i add my name to my mothers bank account?
Joseph's answer
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Answered on August 08, 2009
I agree with answers above.
If I were representing your mother-I would suggest a Trust instead of joint ownership.
Archived
What are the ideal forms etc... that an elderly person should have in order to have their wishes and property protected?
Joseph's answer
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Answered on July 19, 2009
I would also recommend a power of attorney and perhaps a living trust.
Most attorneys do not charge for review of existing documents.
Archived
Do I need an attorney to establish an enhanced life estate in Florida? OR is getting an enhanced life estate deed sufficient?
Joseph's answer
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Answered on July 12, 2009
I would always recommend a attorney concerning real estate matters. The peace of mind factor is worth a few hundred dollars. If you do anything...
Archived
Can the executrix who is the daughter move into their mother's house, which was left to all the siblings including her?
Joseph's answer
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Answered on July 02, 2009
In addition to above answer-it would be improper unless rent is paid.
Archived
Can the executrix who is the daughter move into their mother's house, which was left to all the siblings including her?
Joseph's answer
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Answered on July 02, 2009
In addition to above answer-it would be improper unless rent is paid.
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