Archive for September, 2009

So your family doesn’t like your Will

Wednesday, September 30th, 2009

It used to be that when parents died, their Last Wills were administered and wishes honored without question.  Children may not have liked what their parents did in their Last Wills or Living Trusts, but they respected their wishes.  Times have certainly changed, and now fighting and litigation are being much more common, especially if children are not treated equally.

So, is there any way to minimize, if not eliminate, this possibility?  Most of us would probably prefer to ignore this issue with the hope that it might not happen.  After all, we will be gone, so it will be someone else’s problem if it comes up.  It is like an ostrich with its head in the sand. 

When I met recently with an elderly widow, who elected to favor one of her children in her Will, I suggested that she do the opposite and host a family meeting with yours truly to tell her children what she was doing and why.  This proactive approach to addressing potential problems will allow your children to ask questions and understand what is going on.  I suggested my involvement because I could answer any legal questions that might come up, and I also could give my client a bit of a buffer if there was any tension in the meeting. 

We might not be able to completely eliminate the possibility of lawsuits and family friction, but talking about your wishes might bring our families back to yester-year when we simply respected someone’s wishes as their own.  

 

Necessary Documents for all of us

Friday, September 25th, 2009

Despite the tough economy, none of us should skimp on preparing documents to protect ourselves and our assets.  Liz Pulliam Weston of MSN Money has a good article that highlights the importance of three of these documents: financial powers of attorney, health care powers of attorney and living wills.

Each of these documents can often be overshadowed by discussions of Wills and Trusts.  What makes them so important is that they deal with you and your assets while you are alive.  In each case, you can give someone the authority to make decicions for you – either financial or medical.  If that person botches it, you could suffer!

A word of caution with her article, though.  She almost belittles the importance of a Will at the beginning of her prose.  It is true that state law can dictate how your assets will be distributed at the time of your death.  Unfortunately, we seldom work with clients that like what state law will do for their families. 

For example, an unmarried women would have all of her assets held in guardianship for her minor children at the time of death.  At the ripe old age of 18 years, her children would have full control over those assets.  Pretty scary!  This state law rule can be altered with a Will or Living Trust that requires all assets be held in trust for her children until they are older and hopefully financially mature.

So the lesson then is that powers of attorney and living wills are very important for all of us while we are alive.  But don’t forget about your Will and Trust to protect our families after we are gone.

Florida Probate Court goes electronic

Tuesday, September 22nd, 2009

Florida legislature mandated earlier this year that all court filings be filed electronic.  Since this is a  major undertaking (and the courts are understaffed), the probate court in all circuit courts around the state will be the first to experience this process.  Implementation of an e-file system will begin on October 1, 2009.

Presently, Pasco and Broward Counties are using an e-filing system.  We have worked in the Pasco County Probate Court for some time, which uses LexisNexis to handle its online filing.  We cannot complain about this system.  It works pretty well, but there are user fees associated with it.  Each time you file a pleading, there is an $8 service charge.  This is not too bad, but if an estate is modest, these fees can add up.

Let’s hope for a smooth transition with e-filing, which should help move cases along through the court system much better in the long run.