Your parents are dead and you wondering where all the money went. Your mom and dad lived in Palm Beach Gardens, Florida in a house that’s worth $800,000. Dad was an executive who you believe had lots of life insurance and a huge retirement account. Mom and dad lived lavishly, but how much could they really spend in retirement?
What is an inheritance lawsuit? If someone you know has passed away, or just died, like a mom or a dad, maybe an aunt who retired to Florida, that person had a Florida estate. That Florida citizen had property which passes or “goes to” his or her chosen beneficiaries. Sometimes that money or property is inherited quickly and easily. One example is a Florida joint bank account, or a life insurance policy on the life of the dead Florida resident. You get a death certificate to the bank or the insurance company, and proof of who you are, present your ID, and the money is yours, right?
Are you ready for the greatest transfer of wealth in human kind? Baby Boomers and Gens X or Y take note: your parents or grandparents, the WWII generation, are leaving $41 Trillion in wealth to you! And it’s going on right now.
Are you involved in an estate lawsuit in Florida? Ready for your Florida probate trial? If so, are you prepared for trial and ready to testify?
Planning your Florida estate? When we get beyond the Florida money, what else are you leaving your kids?
Are you involved in a Florida probate? Has your dad passed away and you are getting legal documents in a Florida estate?
Your Kids Hate Your Second Spouse.
Your Kids Will Sue Your Second Spouse When You Die.
‘Though well-intentioned, creators of trusts and private foundations have the craziest ideas sometimes. They actually believe their heirs, their descendants, might get along, or even appreciate the wealth which has been left to them.
Are you and your sisters and brothers unhappy with the trustee of your family trust? Is your family involved with a dispute with your family trustee and trust litigation is the only way to resolve the difference?
So, you are creating a massive family trust for your “descendants” or “heirs”. Maybe you are placing some of the family’s private business interests in the trust, or perhaps creating one of those so called multi-generational 500 year “dynasty” trusts. Or, perhaps nothing that sexy: a simple revocable trust that becomes irrevocable when you die, to benefit your spouse and then children and grandchildren for 2, 3, 4 or perhaps even more generations.