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Tag Archives: avoiding probate
Avoiding Probate on the House
Frequently, clients think that a revocable living trust will avoid probate in Florida. As I discuss here: Why revocable living trusts usually won’t avoid probate in Florida A revocable living trust can actually trigger a probate in Florida; particularly if … Continue reading
What if someone who died out of state owned property in Florida?
A lot of people who do not live in Florida own property in Florida. Sometimes it is a vacant lot bought in anticipation of building a home when they retire; sometimes it is an actual house or mobile home or … Continue reading
Posted in Probate, Real Estate
Tagged avoiding probate, Co-owners, living trusts, Personal Representative, revocable trusts
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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
Liability of a revocable trust for estate debts in Florida
There is some confusion out there regarding revocable trusts in Florida; for some reason some clients think that a revocable trust will not have to pay money owed by the person who died. This is incorrect. Florida makes revocable trusts … Continue reading
Do I have to pay my fathers’ or husbands’ bills from the life insurance?
I get phone calls from people asking about “pay on death” or “transfer on death” accounts. Usually, a parent has died, and named one or more children as a beneficiary on a bank account or an investment account or life … Continue reading
Posted in Probate
Tagged Asset Protection, avoiding probate, Creditors and Bills, Insurance, Spousal Rights
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Do I need a probate in Florida?
Very frequently, I get phone calls, to the effect of my mother or father died, my husband or wife died, they left a house, a bank account, do I need a probate? The answer is, it’s going to depend. It … Continue reading
Why revocable living trusts usually won’t avoid probate in Florida
At least a couple of times a week, I get phone calls from potential clients; asking about living trusts, revocable trusts, and avoiding probate. Sometimes clients want me to review an existing revocable trust, sometimes they want me to draft … Continue reading
Posted in Probate, Uncategorized
Tagged avoiding probate, living trusts, revocable trusts
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