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Question:     How do I talk to my family about my estate plan?  We’ll all be together this year for the holidays and I thought now would be a good time. Answer:    Talking to your family and [...]

Question:  I was appointed personal representative of an estate and I saw in the will that the lawyer who drafted it wrote himself in as a beneficiary of the estate.  That seems inappropriate.  [...]

Question:   I read on the internet that I could handwrite my own will without having the formality of witnesses and that the will would be valid for probate.  Is that true? Answer:    While you [...]

Question: I am the personal representative of an estate located outside of Florida.  The deceased died in Florida in an auto accident.  However, the deceased did not reside there or own any [...]

Question:  My husband recently died.  He was very tech savvy and handled all of our finances online.  If the court appoints me personal representative, how am I going to find all his financial [...]

Question:  If I receive a federal income tax refund, could the income from the refund disqualify me for Medicaid? Answer:    No, the income you receive from a federal income tax refund, even if [...]

Question:  I am the personal representative for someone who died out of state and is not a Florida resident.  However, the deceased owned land in Sarasota County.  Do I need to open an ancillary [...]

Question:  Before my father passed away, he told me he had appointed me personal representative of his estate.  I know I need to initiate a probate proceeding to administer his estate, but I [...]