Archived
Power of Attorney submitted to broker that allows for check writing. Why do I have to fill out two additional POA broker forms?
Evan's answer
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Answered on April 08, 2015
Company policies are typically made to be uniform throughout the states. The company is trying to protect against potential legal issues and are...
Archived
When parents are deceased, does the living will transfer real property to child without probate or must if be specified in will?
Evan's answer
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Answered on April 08, 2015
The Living Trust could be used to avoid probate without specifying it in the Last Will and Testament. This includes real property if titled...
If I live in FLORIDA is my will from South Carolina still legal?
Evan's answer
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Answered on April 08, 2015
Although Florida will recognize one's Last Will and Testament from another state, it is good idea to have it updated based on Florida law. Each...
Archived
What's the best way to will an amount of cash, to be paid to a convict ($500 per month) after my death and his release?
Evan's answer
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Answered on January 04, 2013
a trust is an appropriate vehicle with a focus on who shall serve as trustee and successors. The trust shall be written and funded appropriately in...
Archived
Does the PR get reimbursed for administrative fees paid out of pocket before lawyers?
Evan's answer
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Answered on January 04, 2013
Technically, they are paid with the same level of top priority, prior to funeral and burial expenses, debts and taxes, medical and hospital...
Archived
Would buying my primary residence using a land trust protect me from any future irs liens attaching to the property?
Evan's answer
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Answered on January 04, 2013
A land trust have various advantages such as privacy and avoidance of probate. However, it is not a vehicle to shield future IRS liens.
Archived
My parents left me the family home in their will, now my brother wants the home, is he entitled to it?
Evan's answer
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Answered on January 04, 2013
An attorney should review the deed in order to fully address this question. If the deed states the he is the owner, than it would be hard to remove...
Archived
Does gifting under the tax tree gift law exempt those assets from the medicaid nursing home look back period .
Evan's answer
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Answered on December 20, 2012
Gifts (or transfers for less than fair market value) are problematic for Medicaid purposes because it is considered giving away resources that...
Archived
What is the most inexpensive way to leave a final testament and a living will.
Evan's answer
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Answered on June 06, 2012
For the property, in Florida, I would recommend a deed listing the beneficiary. This can be accomplished with a Life Estate Deed or Lady Bird Deed....
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