Monthly Archives: January 2024
Avoiding Undue Influence Challenges in Probate Court
The thought of your friend, relatives or loved ones all fighting over what you may have left them when you are gone is, to say the least, distasteful. One of the overriding goals in estate planning is to create an estate plan that is clear, and which avoids challenges later on—challenges that can be… Read More »
You May Need to Go to Court to Foreclose on Government Property Liens
If you buy foreclosed properties, or properties with tax liens and sales, there is a new federal court decision to be aware of. That case is not a Florida case, but likely will affect the validity of liens here in Florida, and the ability to get title insurance for certain types of property. Judicial… Read More »
Valuable Artwork in Probate
If you have an estate that is going to be probated, most of the assets in that estate have got to be valued. That’s for a number of reasons—taxation, or so that the court knows assets are being handled correctly, or so beneficiaries know what they stand to gain if property needs to be… Read More »
How to Use a Right of Occupancy Trust
If you have real estate, and you are creating an estate plan, you always have the option of leaving the property to whomever you may choose to leave it to. But what if you don’t want someone to actually own the property, or reap the financial benefits of owning it—you just want to provide… Read More »
Safety Deposit Boxes and Your Estate Plan
In today’s age, much of what we own is on the cloud, or online, or in some kind of digital form. Because of that, it can be easy to forget that some people still have and use safety deposit boxes. In many cases, when estate plans are made, the safety deposit boxes get left… Read More »
