Sister is married but, wants me to obtain a Power of Attorney on her behalf for Healthcare/Accounts. Does husband need to sign?
Marc's answer
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Answered on April 19, 2017
The documents that your sister needs are: (i) durable power of attorney (POA); (ii) health care surrogate (HCS); (iii) Living Will (LW); and (iv)...
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I live in Jacksonville fl and my grandfather put me as the executor and the beneficiary of his estate is that legal
Marc's answer
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Answered on April 17, 2017
An individuals estate planning documents (you are describing a Will) are always susceptible to being challenged by another interested person. The...
Is a will from 24 years ago still valid if divorced from that spouse and married to another?
Marc's answer
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Answered on March 23, 2017
Since you are divorced from your prior spouse anything that you bequethed to him at your death is now null and void. However, since your current...
As Durable Power of Attorney over my mother, may I write a check from her account to pay myself as her Home Health Aid?
Marc's answer
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Answered on March 09, 2017
As a joint account owner nothing precludes you from withdrawing account funds to reimburse yourself for expenses incurred on your mother's behalf....
My home is in a revocable trust. what document will assure that my new spouse will own the home when I die?
Marc's answer
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Answered on February 17, 2017
To ensure the home passes to your spouse at death your Revocable Trust should explicitly state that fact. A trust amendment is need to accomplish...
How do I collect claim when probate case was dismissed due to attorney for the estate not being present?
Marc's answer
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Answered on February 01, 2017
If the Judge dismissed the case, nothing stops you as a creditor from filing to reopen the proceeding. You can even have yourself appointed as the...
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Question about wife assuming mortgage at death
Marc's answer
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Answered on January 31, 2017
Having your soon-to-be added to the deed only requires the preparation and recording of a new deed. With regard to the mortgage, you will need to...
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Is this claim of "Life Estate" valid?
Marc's answer
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Answered on December 16, 2016
A surviving spouse (which she qualifies as since they never divorced) has legal entitlements under the Florida Statutes. They include an elective...
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Do either of us have to go probate
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Answered on September 14, 2016
I am uncertain what "taken care of" means, I can only assume that you have named each other as your account beneficiary upon death. That will allow...
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My mother passed recently and made out her will leaving me with a trust of $25,000. I am being told the $$ is not in the estate
Marc's answer
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Answered on August 01, 2016
The specific bequests of assets (condo, land, etc.) will be made if the assets existed at death. If there are insufficient estate assets then your...