Archived
How many ways can I protect all my assests without it having to go thru probate and still have control over those assets. advise
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Answered on September 22, 2016
There are different ways you can accomplish this. One of the most common ways is by designating a beneficiary for the asset. The beneficiary...
Archived
My late husband had $500 worth of stock in his name only. How can I get it transferred to me?
Beth's answer
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Answered on November 17, 2014
You will need a probate proceeding to have the assets transferred to your name, and you will need to hire an attorney to represent you to do this. ...
Archived
How do I get money out of savings account after husbands death.
Beth's answer
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Answered on October 20, 2014
The answer depends in large part on the value of the account. There is a procedure called a "Disposition of Personal Proprty Without...
Archived
What kind of documents will I need?
Beth's answer
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Answered on October 13, 2014
The procedure and costs will generally depend on the value of the bank account. If the amount in the account is less than the sum of the...
My mom passed away and her home is intestate. Do I need a property appraisal to avoid capital gains upon selling the house?
Beth's answer
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Answered on October 09, 2014
When your Mother passed away, your received her home with an income tax basis equal to the date of death value of the property. This is called a...
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Archived
How much does a child get if not named in the will becauce was not born at the time of the will being signed?
Beth's answer
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Answered on July 30, 2013
Avvo Email - Have no legal fearUnder the Florida Statutes, when a person does not provide by will for a child born after making the Will, the child...
Archived
How to title a life insurance policy.
Beth's answer
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Answered on June 08, 2013
You should make provisions for a trust for your grandchild and name that trust as the beneficiary of the life insurance policy. That way, you can...
Trustees Distributive Deed in Florida
Beth's answer
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Answered on January 19, 2013
The drafting attorney wil record the deed in the public records of the county where the property
is located. After recording, the original...
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Archived
I am a remainder benificiary in my unlces trust. I would like to get a copy of it. How do I go about it?
Beth's answer
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Answered on October 26, 2012
Avvo EmailUnder the Florida Statutes, a remainder beneficiary is a "qualified beneficiary." A qualified beneficiary has the right to a complete...
My mother is the grantor and trustee of her revocable trust, upon her death it will become irrevocable.
Beth's answer
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Answered on August 19, 2012
Your mother can resign and let the successor Trustee named in the trust take over as Trustee. She will not lose her ability to amend or revoke the...
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