ATTN: BBVA CUSTOMERS!! Are you a FORMER BBVA customer going through the transition to PNC? You’re probably struggling with online access or a host of other issues with the transition. Once the dust settles, CONTACT THE BANK to ensure that your PAYABLE ON DEATH or TRANSFER ON DEATH DESIGNATIONS remain intact and on file with the bank. Otherwise, if those …
The vast majority of Floridians (or Americans for that matter) only own one piece of real property (real estate) – a residential home. Though a home is not a “probate asset”, a probate may still be required to transfer that home to one’s heirs or beneficiaries after the record homeowner’s pass away. Luckily, you have options. The one tool that …
Many people believe a safe deposit box is the best place to store a last will and testament. After all, a will is supposed to be kept safe. And what could be more secure than storing a will in a safe deposit box? Indeed, there are good reasons to think that a will should not put into a safe at …
Though rare, we’ve seen a few self-prepared Wills in the last year that had critical problems aside from the occasional execution defects. Here’s a very simple but critical mistake that you should be careful to look out for if you choose to draft your own. “The personal representative shall sell my homestead residence and divide the proceeds amongst my children.” …
Over the last month, I’ve seen an appreciable uptick in estate planning clients during this uncertainty and concern caused by the COVID-19 pandemic. While I welcome all clients to explore their estate planning needs, I’ve decided to extend priority service to healthcare and emergency service personnel. From now until July 31st, 2020, we’re offering *no-fee estate planning consultations and courtesy …
Long term care in a nursing home can be VERY expensive (average $10,000 per month). What to do if you receive a bill for a rehab or nursing home facility but want to preserve your assets. Learn more about Medicaid Planning.
