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5 Florida Estate Planning Concerns for 2nd Marriages (and 3rd Marriages, too)

Uncategorized Aug 24, 2015
post about 5 Florida Estate Planning Concerns for 2nd Marriages (and 3rd Marriages, too)

OK, let’s say that you have adult children from your first marriage and they live outside of Florida.  And… you are getting married to a second or third spouse.  Regardless, have you thought of what yourfinancial life might be like if your adult children from a previous relationship don’t like your latest spouse?  Do you think that your adult children will hate their step-parent?  Jealous?  Do you think that your latest spouse might not get along with your adult children? Well, here are some Florida estate planning issues and also Florida guardianship and dementia issues to consider if you have a 2nd or 3rd spouse and adult children.  Remember: your kids are probably already counting their expected inheritance and think your spouse spends too much.  And your spouse is mad that he or she signed that damn prenuptial agreement.  Don’t forget: we are living longer, so there is a greater chance than ever before that we will become incapacitated or incompetent before we die. What would life look like if you are the subject of a Florida guardianship due to Alzheimers for you, your spouse and your adult children?  I see too many Palm Beach guardianship litigators in that picture.

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5 Signs of Financial Abuse of Your Parent: a look at financial exploitation of the elderly in Florida

Uncategorized Aug 21, 2015
post about 5 Signs of Financial Abuse of Your Parent: a look at financial exploitation of the elderly in Florida

Some call it elder abuse or financial exploitation, or elder exploitation. Some in Palm Beach county may refer to this financial abuse Florida as financial crimes against the elderly. But what we are talking about, and what many probate lawyers Palm Beach must deal with, is an older client, such as a senior citizen, being taken advantage of financially.  In Florida estate or probate circles, this may be referred to as civil theft, conversion, and even larceny.  In Palm Beach Countyand indeed Florida, there are elder laws which protect our seniors and permit them to filecriminal charges against financial predators Florida, as well as seek civil remedies ordamages, such as the return of their money in probate court or the civil division or trial division of our court system.

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What if my sister took my mother’s money? 3 places to look in Florida probate litigation

Uncategorized Aug 18, 2015
post about What if my sister took my mother’s money? 3 places to look in Florida probate litigation

Suppose that mom had a $3 Million estate and lived in Boca Raton Florida when she passed away in 2015. Hypothetical.  So, you’ve hired an aggressive probate litigator West Palm Beach to answer one question: what can you do if you think your sister took your mom’s money? So, you have been waiting for your inheritance, but your sister is mum: your sister won’t tell you anything about mom’s estate, mom’s Florida revocable living trust, even though your sister is the trustee of mom’s trust.  You’ve heard that people, even daughters, who take money from a senior citizen in Florida may have committed elder financial abuse, what some call financial exploitation Palm Beach.  Did your sister steal your Florida inheritance?  Here are 3 places to look for your inheritance when you think your sister may have taken it.

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My sister took dad’s money from his revocable trust, but says it was a loan (no, a gift !) : when your sister takes your father’s money from his living trust

Uncategorized Aug 11, 2015
post about My sister took dad’s money from his revocable trust, but says it was a loan (no, a gift !) : when your sister takes your father’s money from his living trust

So, maybe you are the beneficiary of dad’s revocable trust, but you are wondering where all of dad’s money went.  Why isn’t there more money in dad’s Florida living trust? Did my sister, who was dad’s Florida power of attorney, mis-use the POA to take dad’s money?  Did my sister, who was dad’s successor trustee of his Florida trust, hide assets from me and not put all the money in the revocable trust?  If my sister says dad made a  $300,000 loan or a gift to her, how does that get proven in a probate litigation trial West Palm Beach?

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POA Trustee Takes Money Instead of Putting it In Revocable Trust: July 31, 2015 Ohio probate embezzlement case

Uncategorized Aug 11, 2015
post about POA Trustee Takes Money Instead of Putting it In Revocable Trust: July 31, 2015 Ohio probate embezzlement case

Are  you the beneficiary of a Florida revocable trust and wonder if the trust has all the money it is supposed to have?  Put another way, if your mom’s revocable trust leaves the trust equally to 4 children, do you think thesuccessor trustee took trust assets before the inheritance split?  Did the successor trustee or Power of Attorney use the POA to transfer assets to himself instead of to the revocable trust which gets split evenly 4 ways?  Consider reading a July 31, 2015 Ohio probate litigation case involving a POA, and a successor trustee who was found to have committed concealment and embezzlement. This case makes you ask: if your brother or sister took money from dad, how do you really tell if it was embezzlement or a gift or a loan?

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How do I stop my Mom’s new Husband from getting guardianship?

Uncategorized Aug 10, 2015
post about How do I stop my Mom’s new Husband from getting guardianship?

Perhaps your mother is retired in Boca Raton and may be advanced in years. Her Boca Raton probate lawyer created a nice estate plan for mom, who is now married to her 2nd spouse.  Maybe you don’t get along, well, quite well with your step-father, your mom’s husband.   The next thing you know, there is a petition for guardianship filed by your stepfather in the Delray Beach probate court.  What should adult step-children know when your mom’s 2nd husband files for Florida guardianship?  To be clear, we are talking about a Florida guardianship of an adult person, like our mom or dad, not a guardianship Florida of a minor child.

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What if my kids file a Florida guardianship over me?

Uncategorized Jul 9, 2015
post about What if my kids file a Florida guardianship over me?

WEST PALM BEACH, FL  Guardianship lawsuit update:  are you living in Palm Beach, Florida and concerned about a  Florida guardianship of you (your person) and your property?  Adult guardianship for Florida residents are common, and the number of probate court-filed guardianship for Palm Beach adults seems to be rising.  Guardianship lawsuits by probate litigators Boca Raton, appear to be, likewise, common and increasing.  Or…. are you an adult child, perhaps living someone other than in Florida, and you are concerned for the care of your mom or dad living in Boynton Beach?  Are you thinking of filing for Palm Beach guardianship?  You should read this recent (June 24, 2015) Palm Beach guardianship case which went to Florida’s 4th District Court of Appeal in West Palm Beach.

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