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Articles Posted in Beneficiaries

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Help mom and dad with estate planning, but know your boundaries under the law

Avoiding Undue Influence, as an Adult Child, Assisting Parent’s Estate Planning Writing a will is a process most people view as a terrible chore, but it is one that is necessary. The process may get further complicated when one spouse has already passed away and the adult children of the…

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Paternity in Probate bench court – timing is everything, be aware

Seeking Paternity in Probate: Are You Out of Time? When an estate enters probate and is being distributed, the distribution is usually between family members. Family members can include spouse, children from the marriage, parent, adopted child, aunt, cousin, etc. If there are issues or questions about the status of…

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Beneficiaries and fiduciaries, know your entitlements under the law

Fiduciary Exception for Attorney-Client Privilege is Extinct in Florida If you are an attorney hired by a fiduciary, whether it be a trustee, a guardian, or a personal representative, you not only are working for the fiduciary, but you are also working for the best interests of the third party…

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Joint proprietorship of real estate and divorce, what happens when one passes away?

Foreign Property, Divorce, and Florida Probate Proceedings: Do not Assume Anything           In Florida, if for some reason your marriage ends, there are some instances where your ex-spouse’s rights to inheritance under your estate plan are automatically severed. In Florida, the ex-spouse is automatically cut out of any estate planning…

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Your pets, your best friend in many people’s homes. Who cares for them post death?

What happens to Your Pets When you Pass Away? In addition to the human members of one’s families, many individuals also have animal members of their family. Because pets are so important to many families, it is often appropriate to make provision in one’s will or trust for one’s pets.…

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The Florida Digital Assets Act

Understanding Fiduciary Access to Digital Assets Under Florida Fiduciary Access to Digital Assets Act Social networking, e-mail, and digital platforms are here to stay; unfortunately, we are not. Internet users must plan for the management and disposition of their assets in similar ways that they make plans for tangible property.…

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Missing person. Now, what’s next, probate court and the impact of intestacy.

Probating the Estate of a Missing Person Even more excruciating than the death of a beloved person is arguably the uncertainty when the beloved person goes missing and his or her body is never recovered. Florida laws contain rules that allow the surviving family members to complete the mourning process,…

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Contest a Will.

What is my Deadline to Contest a Will in Florida? Surprisingly, as astounding 55% of adults in the United States do not have a Will or any other sort of estate plan in place. While planning one’s estate certainly makes matters easier for loved ones after death, problems can arise…

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Florida Anti Lapse law, estate planning and potential will contest environments

Florida Anti-Lapse Statute When preparing a Will, it is assumed that the beneficiaries that you name will outlive you. If you expect someone to die before you, it would not make sense to leave any of your wealth and assets behind for them. However, unexpected things happen. Unfortunately, testator’s live…

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How to identify elder exploitation or breach of fiduciary responsibilities of a Power of Attorney

What is Elder financial Exploitation? The Florida Department of Elder Affairs defines elder financial exploitation as “the illegal or improper use of another individual’s resources for personal profit or gain.”  This exploitation takes on many forms involving deception and/or coercion, including the improper use of a power of attorney. What…

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