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Probate and Florida Homestead Property

Probate and Florida Homestead Property   What is Homestead? Florida homestead law is referred to as a “legal chameleon” and even many probate attorneys in Florida have trouble understanding it. There is a unique procedure for probating the homestead property...

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Britney Spears: A Cautionary Tale about Conservatorships

      Britney Spears: A Cautionary Tale about Conservatorships   Even if you do not listen to pop music, it has been hard to ignore news about Britney Spears and the #FreeBritney movement trending on social media. What is...

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How to Avoid Losing an Inheritance to a Florida Medicaid Claim

      How to Avoid Losing an Inheritance to a Florida Medicaid Claim   Probate in Florida requires that any probate administration for a decedent who was 55 years or older must include specific notice to the Agency for Health Care...

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Keep Your Timeshare Out of a Probate Nightmare

    Keep Your Timeshare Out of a Probate Nightmare   Florida has always been a hotbed vacation destination and has an enormous foothold on the timeshare industry. Some of the most popular timeshare destinations in the world are located...

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Why Summary Administration is NOT always the best choice

      In a nutshell, Summary Administration in Florida is  a type of probate proceeding for small estates. To be eligible: The estate must contain less than $75,000 in non-exempt assets (typically, assets other than the decedent’s home) OR...

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Florida Homestead: Three Traps for the Unwary

        Florida Homestead: Three Traps for the Unwary   Failure to Identify Decedent’s Homestead There are specific requirements that must be met for real property to be subject to Florida homestead benefits. the decedent must be domiciled...

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A Life Estate the Spouse Can’t Afford

  A Life Estate the Spouse Can’t Afford: Florida Homestead Trap Cured by New Law Summary A surviving spouse in Florida takes a life estate in the decedent’s homestead with a remainder to the lineal descendants then living, per stripes,...

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Why Is Joseph P. Kennedy Named in My Trust?

Occasionally, a person who has completed an estate plan with their lawyer may be surprised to discover a reference to Joseph P. Kennedy and his descendants buried deep within their trust document. Discovering in your very personal estate planning documents...

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What Is a Medallion Signature Guarantee, and Do I Need One?

Upon seeing the words medallion signature guarantee (MSG), you may envision some shiny grand medallion, signifying a level of greatness few attain. However, that is far from what this guarantee means. An MSG is a unique tool used to protect...

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Successor Trustee Compensation

Asking someone to serve as your fiduciary (trustee of your trust or personal representative or executor under your last will and testament) is not something that you should take lightly. Serving as a fiduciary is a heavy responsibility that requires...

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