Jan 27, 2020 | Uncategorized
Yes, and the document says last will and testament but it’s commonly referred to as a pour-over will. It’s kind of like a whoops, if on the day that I die, I own assets that are not in my trust or they haven’t been funded or retitled in your trust,...
Jan 15, 2020 | Uncategorized
Yes, there is no look-back time period when you’re transferring assets from one spouse to the other. I know it’s not romantic or sexy, but spouses are looked at as one unity, one entity. So then the question becomes, are you above or bellow what the...
Dec 23, 2019 | Uncategorized
Yes, there is no lookback time period when you’re transferring assets from one spouse to the other. I know it’s not romantic or sexy, but spouses are looked at as one unity, one entity. So then the question becomes, are you above or bellow what the...
Dec 12, 2019 | Uncategorized
If the Medicaid planning process is done properly, no they will not be able to take your Homestead property. Homestead here in Florida is exempt from creditor’s claims and from the Medicaid estate recovery department when you pass. If you have more questions...
Nov 25, 2019 | Uncategorized
In a power of attorney the principal is the person signing the document so they’re the one giving the power. The agent is the person you nominate inside there, the person who will act on your behalf. So if I was to create a power of attorney and I named my...
Oct 28, 2019 | Uncategorized
Here in the State of Florida, signing a will is a formal process. You want to make sure you have two witnesses and a notary. You want to make sure that all of those people are not related to the person signing the document, and the will also needs to be self-proved....
