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Monthly Archives: November 2024

Instructions

Instructions To Write For The Personal Representative That Have Nothing To Do With Your Will

By David Toback |

The people who say that probate is a simple process are technically correct.  There is nothing inherently scary or stressful about reading a will, paying debts, closing bank accounts, and issuing checks to the heirs listed in the will.  High conflict probate cases are the exception, rather than the rule, and even if you… Read More »

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Probate For Part-Time Residents Of Florida

By David Toback |

The stereotype goes that old people retire to Florida, and their younger relatives use their houses as free accommodations for wintertime beach vacations, but when the elderly Floridians need the help of their younger relatives, the younger relatives pretend that they are snowed in up north, even though no blizzard could keep them from… Read More »

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The Probate Court Can Disinherit Abusive Family Members

By David Toback |

Estate planning lawyers advise clients against disinheriting family members for petty reasons.  They also advise against setting conditions on receiving payments from a testamentary trust; attempts to micromanage beyond the grave are rarely successful, especially when the testator of the will or grantor of the trust is no longer around to enjoy the Schadenfreude. … Read More »

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Does Your Retirement Plan Include Affordable Senior Housing?

By David Toback |

Much retirement advice that ranks highly on Google search engine results pages sounds like it was written for people who spent their working years in a world vastly different from the world where you live.  For example, the writers of retirement advice websites tend to assume that people who are approaching retirement age and… Read More »

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