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Monthly Archives: November 2012
The Tangible Personal Property List- What happens to your “stuff” after you die
Florida allows the use of a ‘memorandum’ or ‘separate writing’ to leave ‘tangible personal property’ under a will. But, there are a couple of wrinkles. First, the will must refer to a written statement or list of property; most lawyer … Continue reading
What to do when a loved one dies, Part 2
Last time we looked at some of the steps to take when a loved one dies, gathering information and documents. Now, we look at what you do with those documents to determine if a probate is needed. As I explain … Continue reading
What to do when a loved one dies, Part 1
Last time we looked at what can be done when a loved one is dying; depending on the circumstances, it may range from simply waiting to doing some last minute estate planning. What do you need to do after a … Continue reading
What can you do when a loved one is near death?
Sometimes I get phone calls asking about what to do when someone is dying. Typically, the person is in the hospital, or a nursing home, or hospice, and it’s apparent that they are near the end. Family members want to … Continue reading
How Deep Can You Pile It? Pyramid Schemes
Last time we looked at the Ponzi Scheme, where a con man takes your money, and pays it back to you over time, convincing you, and others, that he has invested it. There is another very common sort of scam, … Continue reading
Gone, Baby, Gone: The Money, That Is. A Primer on Ponzi Schemes.
Most Villages residents are of an age to remember a movie starring Paul Newman and Robert Redford, The Sting, involving a very complicated confidence job on a gangster. If you’ve seen it, you remember it; if you haven’t seen it, … Continue reading
Nursing Homes, Medicaid and Homesteads in Florida
A very common question from potential clients has to do with nursing homes and homes. Specifically, what happens if someone has to go into a nursing home; does the state ‘take’ the house? I understand that in many other states, … Continue reading