Search Results: POA

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?

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.

Are you thinking about filing for guardianship in Florida?  If so, you should know a few things before you get into a guardianship case.  Here are 5 things family members should know about filing for guardianship in Florida. In this Florida guardianship commentary, we are talking about a guardianship over an adult person, such as your mom or dad in Florida.

Why are Florida guardianships increasing?  As our parents age, their bodies may be holding out just fine, but their minds, well, they, well, …………..slow down.  Our parents are slowing down here in Palm Beach County.  

Have you executed a power of attorney document in West Palm Beach?   Has your attorney in fact been taking compensation? You may want to see what the Ohio Court of Appeals had to say about an attorney in fact’s entitlement to compensation.

So you just got married and now its time for the honeymoon right, its also   time to call up your Palm Beach Probate Attorney for some newlywed estate planning. Your marriage will hopefully result in further assets being earned and eventually children so obviously it may need updated but in case of emergency or unforeseen tragedy you still want to have your estate in order. Here are my five estate planning essentials for newlyweds in South Floirda. Although Florida can sometimes be an “alimony alley” and thus plenty of remarriages as well but this list is focused at the young newlywed. Hats off to the responsible young couple that reads further!

A Florida Power of Attorney is a legal document granting certain authority from one person to another. In the document, the creator of the Power of Attorney (called the “principal“) grants someone the right to act on his behalf. The person who is acting for the principal is called his “agent“.  What specific actsthe Power of Attorney gives the agent the authority to conduct depends on the particular language of the Power of Attorney. A principal can make a POA very broad or may limit it to certain specific acts.

Wondering where all of mother or father’s money went and why it’s not in the probate or estate? If you thought that mom or dad were worth a lot more than the estate lawyer is telling you, here are 5 Tips or Points to Learn Where Mom or Dad’s Money Went.  Maybe dad or mom had a serious illness during their last  year and the medical bills were huge.  OK, but what about the rest of their money?  Gifts may have been made, but were the gifts in line with prior years’ of giving or were there big checks cut just before death?  Was mom or dad incompetent orincapacitated due to dementia when large amounts of money were given away?  You have questions and you want answers?  This might help you better understand why more of yourparents’ money is not in the estate or probate, and perhaps, help you find out where all the money went. 

Thinking about filing a guardianship for mom or dad in Palm Beach County? Or, perhaps you are already involved in aguardianship lawsuit Delray Beach.  There is a new, free online video about Florida guardianships and healthcare documents.  Do you know what a lesser restrictive alternative is and how you can avoid a guardianship with the right, simple estate plan and documents? Do you know the difference between a living will, a health care proxy, an advanced health care directive and healthcare durable power of attorney under Florida probate law?

Are you the trustee of a Florida trust and you have to deal with trust beneficiaries who are, shall we say, a pain in the $*^ ? Maybe your mother or brother from Boca Raton, Florida named you assuccessor trustee of their revocable trust and now you administer the trust. Here are 5 things you, as a Palm Beach trustee, should NOT do when you are running the Florida trust.