As a Florida estate planning attorney, you may often encounter clients with complex financial and property arrangements. One common question is whether a Lady Bird Deed, also known as an enhanced life estate deed, can be used on a property with a reverse mortgage. The short answer is yes, but there are several important considerations […]
Intersection of Lady Bird Deeds and Reverse Mortgages in Florida Read More »
As of July 19, 2024, New York State has introduced Transfer on Death (TOD) deeds—a groundbreaking development for property owners. This new law allows property owners to transfer their real estate directly to beneficiaries upon death, bypassing the often lengthy and costly probate process. Here’s a breakdown of what you need to know. Understanding the
Key Insights on New York’s Transfer on Death (TOD) Deeds Read More »
The Doctrine of Necessaries is a key legal principle that affects how spouses are responsible for each other’s essential needs, such as medical bills and housing. This doctrine varies significantly between Florida and New York, making it crucial for residents in these states to understand their rights and obligations. Florida’s Doctrine of Necessaries In Florida,
Understanding the Doctrine of Necessaries in Florida and New York Read More »
In today’s digital world, protecting your credit is more important than ever. With the rise of identity theft and financial fraud, taking proactive steps to safeguard your personal information is crucial. One of the most effective ways to do this is by implementing a security freeze on your credit report. This blog will explain what
Understanding Security Freezes: Protecting Your Credit from Fraud Read More »
Who would inherit your assets? How would they get them? While it might not be pleasant to consider, have you ever thought about what would occur if something happened to you suddenly? Who would inherit your belongings? How would the process work? Without an estate plan, disagreements can arise among survivors due to unclear instructions
New to Florida? Why Estate Planning Should Be A Top Priority Read More »
When a loved one passes away, their last will and testament often need to be validated through a legal process known as probate. This process ensures that the deceased’s assets are distributed according to their wishes. In Florida, like many states, having a self-proving affidavit attached to the will can streamline this process significantly. However,
Proving a Will in Florida: The Importance of Witnesses Read More »
The recent headlines about actress Shannen Doherty’s detailed funeral plans, including a list of people she didn’t want to attend, have sparked widespread discussion. While it may seem unusual or even shocking, Doherty’s actions highlight the importance of careful estate planning and making your final wishes known. Why Planning Matters Estate planning isn’t just about
Shannen Doherty’s Final Wishes: A Cautionary Tale About Funeral Planning Read More »
Learn how to protect your inheritance from becoming marital property and ensure financial security through estate planning and marital agreements. Expert tips inside!
Protecting Your Inheritance: How to Prevent Transmutation and Ensure Financial Security Read More »
Understanding Marital Agreements in Florida Prenuptial Agreements These are contracts made before marriage that outline the division of assets and financial responsibilities if the marriage ends in divorce or death. Postnuptial Agreements Similar to prenuptial agreements, these are executed after marriage and serve the same purpose. Both types of agreements can include provisions to protect
Protecting Your Trust with Marital Agreements in Florida Read More »
Navigating probate procedures, especially for those with ties to Camp Lejeune, can be complex. That’s where we come in.
Navigating Probate: Camp Lejeune Veterans and Beyond Read More »
