Video FAQs
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Probate Law
- Am I responsible for my deceased parent or spouse’s bills?
- Are there alternatives to the formal administration of probate?
- Do beneficiaries have to pay creditors out of their own pocket if the estate is insolvent?
- Do life insurance or retirement benefits need to go through probate?
- Do we need to go through probate if there is a valid and non-contested will?
- Does all property have to go through probate when a person dies?
- How are estate creditors handled?
- How can an estate plan prevent probate of my estate?
- How can I plan to avoid or minimize probate?
- How does property transfer after death?
- My spouse died and left a will leaving his assets to me and my children. Do we have to probate the will?
- The decedent owed me money. How do I file a claim against the estate?
- What are probate assets?
- What are the steps involved in probate?
- What are the types of probate proceedings?
- What can be done if there are not enough assets to cover the deceased’s debts?
- What happens if someone objects to the proposed action?
- What is a formal probate?
- What is an informal probate?
- What is ancillary probate?
- What is probate?
- What is the maximum amount of personal property that can be administered without probate?
- What is the maximum amount of real property that can be administered without probate?
- What is the notice to creditors?
- What should I do to prepare for seeing a probate attorney?
- What types of property need to go through probate?
- Where is probate handled?
- Who are the parties involved in the probate process?
- Who may initiate probate?
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Advanced Estate Planning
- Are the rules for Medicaid different in each state?
- Are there any assets that Medicaid does not consider available to the Medicaid applicant and/or his or her spouse?
- Are there any exemptions to the generation-skipping transfer tax?
- Are there ways for me to protect some of my assets and still be eligible for Medicaid benefits?
- Are well spouses legally responsible for Medicaid expenses of a sick spouse?
- Can I be barred from Medicaid if I just moved into Florida?
- Can I transfer my assets to my children just before I go into a nursing home and still qualify for Medicaid?
- Do I have to wait five years after giving anything away to get Medicaid?
- How do I avoid probate?
- How do I minimize estate taxes?
- How does someone apply for Medicaid benefits?
- How does the creation of a private charitable foundation help with estate planning?
- How does the creation of a public charitable foundation help with estate planning?
- How does the generation-skipping transfer tax affect me?
- How much income can I make and qualify for Medicaid?
- If I am in a nursing home, is it too late to give away my assets and qualify for Medicaid?
- Is there a way to plan for the generation-skipping transfer tax?
- What are annual exclusion gifts?
- What are charitable trusts and how do they help with estate planning?
- What are grantor retained annuity trusts?
- What are grantor retained unitrusts?
- What are self-cancelling installment notes?
- What are the benefits of a family limited partnership?
- What are the benefits of a private annuity trust?
- What are the benefits of a succession plan?
- What are the income, estate, and gift tax consequences of an asset protection trust made for Medicaid planning purposes?
- What are the most common estate planning mistakes made by high net worth individuals?
- What are wealth transfer taxes?
- What is a business succession plan and what will it accomplish?
- What is a charitable remainder unitrust?
- What is a grantor trust?
- What is a living will?
- What is a private annuity trust?
- What is a qualified income trust?
- What is a revocable trust?
- What is a unified credit?
- What is business succession planning?
- What is incapacitation planning?
- What is involved in a succession plan?
- What is Medicaid?
- What is the generation-skipping transfer tax?
- What is the penalty period with Medicaid?
- When should I appoint a durable power of attorney?
- When should I appoint a Health Insurance Portability and Accountability Act Release Agent?
- When should I appoint a healthcare power of attorney?
- When should I create a guardianship declaration?
- Who should establish a family limited partnership?
- Why should I apply for Medicaid coverage?
- Why would I want to avoid probate?
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Estate Planning Law
- Are there other ways of leaving property to my beneficiaries other than through a will or a trust?
- Can I make a handwritten will if I do not have much property?
- Can I name alternate beneficiaries in my will?
- Can I use my will to name a guardian to care for my young children and manage their property?
- Can someone challenge my will after I die?
- Does a will control all of my property?
- How can an estate plan make things easier on my family after I die?
- How can I ensure that the guardian named for my children has the resources to raise them well?
- I did some estate planning in the past with my financial advisor. Should I still consult an estate planning attorney?
- If I create a revocable living trust, do I still need a will?
- Is there a minimum or a maximum amount a private foundation must give away each year?
- Should I consider life insurance during the estate planning process?
- What are some typical estate planning documents?
- What are trusts?
- What does a proper estate plan include?
- What does joint tenancy with right of survivorship mean?
- What happens if I become unable to care for myself?
- What does tenancy by the entirety mean?
- What does tenants in common mean?
- What happens if you do not have a will or trust?
- What is a health care proxy?
- What is a health care surrogate?
- What is a living will?
- What is a trustee?
- What is a will?
- What is an advance medical directive?
- What is an executor (personal representative) and what does the executor do?
- What is estate planning?
- What is included in my estate for tax purposes?
- What is included in my estate?
- What is the death tax? Can I minimize the effect of the death tax through estate planning?
- What should I do if I realize that my parents do not have an estate plan in place?
- What should I know about gift taxes?
- What special planning should I do for my special needs child?
- When is the right time to begin estate planning for myself?
- When should an estate plan be reviewed?
- When should I review my existing will?
- Who needs estate planning?
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Prenuptial Agreement
- Can a prenuptial/postnuptial agreement decide future child support?
- Can I change a prenuptial agreement after marriage?
- Do I need a prenuptial agreement if I am getting married?
- How can a prenup protect my children?
- How long does it take to get a prenuptial agreement?
- What happens if I get divorced without a prenup?
- What is a prenuptial agreement?
- What is necessary to make a prenuptial agreement valid in Florida?
- What makes a prenuptial agreement legally binding?
- When is a prenuptial agreement enforceable?
- Why should I get a prenuptial agreement?
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Generations Giving Tax
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Private Foundation Law
- Can I or members of my family be employed by members of my foundation?
- Can I sell family assets to my foundation?
- Can my family or I engage in transactions with the foundation?
- How can a lawyer assist me in setting up a private foundation?
- How does a private foundation compare to a donor advised fund?
- How may my foundation assets be used?
- What are the tax benefits of a private foundation?
- What is the difference between a private foundation and a public charity?
- What is the minimum size for a foundation?
- What sort of investments may a private foundation make?
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Guardianship Law
- How can an estate plan prevent a guardianship proceeding?
- How is a guardianship proceeding initiated?
- How long does a guardianship last?
- What are the disadvantages and advantages of a guardianship?
- What are the various types of guardians?
- What if I think that the guardian is doing something wrong?
- What is a guardianship?
- When is a guardianship necessary?
- Who can terminate a guardianship?
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Business Succession Planning
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