BBVA CUSTOMERS! Check your POD Beneficiary Designations!

Long H. Duong, Esq. Estate Planning Leave a Comment

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 …

Ladybird deed in Florida

Ladybird Deeds: Transfer Your Real Estate Easily

Long H. Duong, Esq. Estate Planning Leave a Comment

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 …

Should You Have a Living Trust?

Long H. Duong, Esq. Estate Planning

Living Trusts, also known as “Revocable Trusts” are estate planning tools that can be incredibly useful but are often misunderstood. If you don’t understand why you have a trust, that’s a problem. Consider talking to the attorney who drafted it or the LegalZoom representative who sold you one (just kidding). First, it should be clear that there are many, many …

Talk to Your Aging Parents About Estate Planning

How to Talk to Aging Parents About Estate Planning

Long H. Duong, Esq. Estate Planning

It’s not easy. And the usual response I hear is that nobody wants to talk about such a morbid topic. Remember though that estate planning isn’t only about post-mortem affairs. Planning for disability or  other complications before death are all part of the estate planning process. Statistically, you and everyone else on this planet will become significantly disabled or incapacitated, long before …

Florida Homestead Property and Estate Planning

Long H. Duong, Esq. Estate Planning Leave a Comment

I recently wrote about probate and homestead property over at our sister site, It’s worth a look if you’re wondering what happens if you don’t create an estate plan at all and the property remains in your name after you  pass. In the coming days, I’ll address the nuances of owning and titling real estate so that it effectively …