Estate Question
Author: Eric Shugart
Wife and I have all the ‘necessary’ paperwork – wills, powers of attorney, etc. A;; financial assets have beneficiary and contingent beneficiaries. All titled assets have both our names on them and the houses have lady bird trusts where ownership passes to a child upon second death. When the first one of us dies, is there any reason at all the survivor would need an attorney ? Is there any reason why the estate would go into probate ? We are Florida residents owning property in Florida, Michigan and Ohio
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