Search Results: heirs

Sometimes, a homestead almost gives you a “guaranteed” inheritance when a family member passes away. Most Floridians own a homestead worth hundreds of thousands, if not millions, of dollars. And, normally, sometimes (maybe??) homestead goes to the HEIRS. That’s why so many sons and daughters and spouses hire Alpha-Dog probate litigators. (To try to “get” “theirs”.) Finding an accomplished and successful homestead lawyer who has handled trials and appeals on this unique (weird?) Florida topic can be a challenge. Here are the issues to consider and what to look for. What is homestead and “heirs” Heirs are the spouse and descendants. That means kids, grandchildren, and a spouse. Note: not ALL of them inherit, or inherit EQUALLY. To read more about who is an heir in Florida, simply click this link. See also Florida Probate Code Statute 731.201 (20). Homestead is that one abode, one residence, that a Floridian calls home. You know, where you file your taxes from, where you consider returning each time that you are away. Florida has unique homestead laws when there is no will and, sometimes, even when there is a will or a deed. Or a prenup. So……….don’t assume that someone gets the homestead. Talk to an experienced homestead lawyer in Florida who has actually litigated and appealed this topic. Homestead lawyer Florida So, if you are in a legal dispute in a probate or estate, or maybe a deed, about homestead, what do you need to know to hire some “firepower”? Here are […]

This legal commentary is on a Florida estate appeal. It will list each probate ruling which you MUST appeal within 30 days under the “new” Florida Rule 9.170. To learn more about a probate appeal or a homestead appeal, click those links for free commentary. Understanding the Basics So, here are some of the basics to understanding an estate appeal in Florida. After all, every day in Florida, family members, beneficiaries, interested persons and personal representatives are faced with orders and judgments. Knowing if you can live with them, or if it makes sense to take an appeal, are challenges which many face. In many instances, you have to wait until the end of your legal matter (e.g. trial) to file an appeal. You only file an appeal if you believe that the probate court committed reversible error. (For short video on an appeal regarding a petition to revoke probate, click here.) More Basics — to help you understand What do you do if you WIN in the probate court? And the other side appeals? Well, you have a couple of options. One, you may not want to spend the money on an experienced probate appellate attorney. Two, maybe someone else will defend the judgment or order and “fight” the appeal so you don’t have to. Or, three, maybe you file a limited cross-appeal. This may be done if you believe that there was one little, or limited, error that needs correcting. Talk to your probate appeals lawyer about whether […]

One’s true and single abode, or home, is your Florida homestead. And family members inherit millions, if not billions, of dollars each year from this unique asset. How do you get yours? For more on homestead litigation, click that link. Understanding the Basics Here’s a list of important bullet points that will start you on your way to understanding homestead. To assert your right to an inheritance, you may need to file two things, if everybody cannot agree. A petition to determine homestead or beneficiaries. And maybe a partition action. The truth is that lots of Florida residents, even really rich ones, die without a will. All the time. That means that millions of dollars are going to “heirs.” Most of the time, one of the most valuable assets in the estate is the house. Here are things you need to know : Each Florida resident has one homestead. Only one, no matter how many houses you have. There are three areas of legal importance: creditor protection, real estate taxes and who gets it when when you die. This commentary is about the last topic. There are restrictions on how you can, must or may leave it. (it’s often referred to as restrictions on “devise”) If left one way, the house is said to automatically “descend” to the heirs. (a spouse is included in the class of heirs) You cannot dis-inherit your spouse from your homestead unless he agrees in writing. Yes, spouses in Florida have automatic rights to homestead […]

A Florida Probate Appeal may be your only way to get justice if you just lost on an important issue. In some instances, you MUST appeal a probate order within 30 days. Read on to learn more about this. (For a free video on a complex estate appeal, click here.) How long do I have to appeal? Most people know that you generally have 30 days to file a notice of appeal. But, in the context of estates and probates, it can be confusing. Why? Because over the last decade, there was an important Florida probate appeal rule change. (Check out the Florida Rules of Appellate Procedure). This new rule (not so “new” anymore) is rule 9.170. Why is that important ? Because, generally, you can’t appeal matters until the end of your lawsuit. And you can generally only appeal “final” orders. You know, those judgments or orders which finally determine a right. BUT, with this “new” probate appeals rule, this new change permitted the IMMEDIATE review of probate court orders. In other words, for certain rulings, you don’t have to wait until later. What that also means is that if you want to appeal a certain ruling by a Florida probate court, you MUST do so know. Failure to file a timely appeal means that, generally, you have abandoned further judicial review of that order or judgment. If an order or judgment is not appealed, then that becomes a final, “un-appealable” order. That means that you can’t later try […]

Do you really need a lawyer for the Florida Probate that you are involved in? You may not, after all. Find out some secrets from the experts to help you stay informed, up to date, and to receive your inheritance. (Yup, that’s right: it should not be that difficult!) For more perspective on this topic, click HERE. Florida Probate Process Explained Previously, we have written about the whole “estate-probate-inheritance” process. To read more about this topic, you can click here. But, let’s quickly go over some basic, important aspects that you NEED to know. First, if there is no will, then “heirs” inherit through intestacy. This includes the surviving spouse unless he signed a prenup or some waiver of inheritance rights. Second, in an intestate estate, adult children — NOT just minor children– inherit. And maybe even some grandkids. Intestacy is the passing of property from an estate to heirs. It’s a process with its own special rules. Why talk so much about this topic? Because today, lots and lots of people die without a will. Even those who had the money to afford an attorney to write one. It happens all the time. Third, to get your inheritance, you probably need to “open” a probate. Why? Because you probably want two things: first, a “personal representative” appointed to administer the estate; and two, orders from the probate judge that say you inherit. (This is true especially for real estate or homestead. When you go to sell it, the title […]

Intestacy in Florida means that someone dies without a will. The “heirs” inherit. Who is an “heir“, and what to do about old wills, are keys to understanding who inherits. What about old wills? In Florida, most people open a probate when someone dies. Opening a probate means that you file a Petition for Administration for the estate of the deceased person. You can have a “testate” estate, meaning someone died with a will. In the case of a valid last will, the estate gets administered according to the will’s terms. The will tells us who inherits. (Note: you can’t disinherit a Florida spouse absent their consent, like a prenup or a postnup or waiver). Or you can have an “intestate” estate. This means the person died without a will. That’s intestacy. In that case, the spouse gets either half or all of the estate depending on children. See Florida Probate Code 732.102. (Unless there’s a valid waiver or contract). Note: adult children can inherit A LOT and have valuable property rights. Especially for second or 3rd marriages. But, many times family members come forward claiming there was an old will. What about those old wills? If you have the original will, you should file it. Where? With the probate clerk for the county of the deceased Florida resident. What is there are multiple wills? If the wills are originals, file them. Let the probate court sort them out and handle it. What if you only have copies? That’s a […]

What is the Florida Probate Process and how long does it take? Background OK, here’s a concise background to the Florida probate process. When a Floridian dies, there are different rules. Why? Because that’s what the legislature says ! Leaving property at death is serious stuff. After all, you are not around any more to tell us what should really happen to your property. So, the “signing” of a will requires witnesses and an entire procedure that must be followed for the will to be valid. See Florida Probate Law 732.502. Otherwise, you may have an objection to will. The rules are different when you are not here. They are different, than, say, during your lifetime, when one makes lifetime gifts. Same for the post-death probate process of dealing with a will or intestacy. It’s serious stuff to get property in the correct hands. And there’s special rules. So, what are these rules? Well, there are two main things to read. The Florida Probate Code is a set of statutes and laws. The Florida Probate Rules are (as you guessed!) a set of rules to guide you through the Florida probate process. To see a short video on how revocable trusts work with a will, click HERE. For info on what out of state beneficiaries and family members may need to know, click HERE. The Florida Probate Process God knows that you could talk for days about the probate process. Will contests, creditor’s claims, prudent investing, duties of a fiduciary. […]

To raise an objection, to object to a will, or file something in a Florida probate, you must be an interested person. And while we have discussed this “weird”, obscure, estate concept previously (click HERE to read more for free), we are going to explain this in 5 easy steps or lessons. Heirs vs. Interested Persons What’s the difference between an “heir” and an “interested person?” To read about Florida heirship for free, click this LEGAL LINK. Heirs inherit the property of a Florida resident who dies without a will. That’s called intestacy. Or “intestate succession.” (For a free Florida video, click here. ) You can also read the legal definition at Fla. Probate Code Section 731. 201 (20). That’s DIFFERENT than an interested person. Yup……………….. the answer to your question that you are thinking about is “yes.” (An heir might not be an interested person). Why Does It Matter ? Well, first of all, you might want to participate in the probate. And, if you are an “heir”, and there is no will, you inherit! (probably !!) There is a special statute on what family members inherit. Actually there are two. See 732.102 and 732.103. Heirs who are a surviving spouse have one statute. Other heirs have another. Think of heirs as the surviving spouse + descendants or “blood” relatives. When you die without a will, that’s called “intestacy.” Think it’s not possible? Think again says Palm Beach probate lawyer John Pankauski. “I can’t tell you how many estates […]

The rules of homestead in Florida are complicated. But heirs may have more rights than you realize. You may end up inheriting homestead which is valuable. Don’t worry if you don’t get along with your family co-owners. You can sell the property even if others disagree. File a partition action. Your rights If you inherit part of your mom’s house, and you don’t want to live there, sell it ! And take your inheritance from the sale proceeds. How? Read on…. Any part of a decedent’s estate that does NOT pass by a will, passes according to the laws of intestacy. Intestacy means that someone died without a will. Under the intestacy laws, heirs inherit. Who are heirs? Heirs are those who inherit under the laws of intestacy. Sound circular? Heirs include descendants and the surviving spouse. If there is no surviving spouse, then the descendants inherit. What about homestead? It has its own rules and laws. Inheriting homestead — the “ugly” (confusing) truth Homestead is the one true house of the dead Floridian. You know, that place where she always returned after being away. Sometimes, a Florida resident has multiple residences. But only one homestead. You can inherit by selling it, even if your co-owners don’t want to sell it. And even if they are living in it. So, you can file a petition to determine homestead. Homestead is generally considered OUTSIDE OF PROBATE. And not a probate asset. (Click HERE for commentary about the probate process). Although you […]

Where’s your money? Who’s got your inheritance & what happened to all the property? You need an estate accounting. For a Free Florida Accounting Legal Video on this topic, click that link. Otherwise, keep reading to learn more about your rights and what you can do to claim your inheritance. Where’s the money? “They are not telling me anything about my parent’s estate!” Do you know how many family members complain about the probate process? Many times, adult children are entitled to inherit a big part of the estate. But, there’s no information. Someone is either not communicating something, or maybe hiding something. While this discussion is not about probate fraud, you should know what your rights are and how to exercise them. After all, it’s YOUR inheritance, right? The truth is that you don’t have to wait. Either to get information or to start the probate process. If your family member died, you can “open a probate” and find the assets. You don’t have to wait for others to act. Even if there is a will naming someone else as “executor.” Many times, the person named to run the estate sits on their hands. They don’t file the will nor open probate. That’s not fair to beneficiaries or family members. So,……open probate yourself. But, follow the rules ! You have to give notice to certain people. Whether there is a will or not. (If there’s no will, heirs inherit under an “intestate” estate). There is a straightforward procedure for […]