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Can I Put My Home in a Trust If I Have a Mortgage?
Can I Put My Home in a Trust If I Have a Mortgage?

One of the questions that I get with some regularity concerns whether an individual or couple can put your home in a trust if a mortgage exists on the property. The answer is yes, but there are a few considerations to pay attention to before making a transfer. Today, every ...

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Blog posts in Estate Planning

  • What Is the Right Age to Consider Estate Planning Documents

    Last month, my partners and I were fortunate enough to be featured on B103.9's Morning Show, aka “Big Momma and the Wild Bunch.” It was definitely a ...

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  • Florida Electronic Wills Act Vetoed

    Florida lawmakers recently vetoed the Florida Electronic Wills Act, which would have legalized electronic wills throughout the state. Had it been ...

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  • Simple vs. Complex Wills: Which Should You Choose?

    While most people understand that a will is something they should have, their understanding of the functions that it serves is usually limited. What ...

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  • Considering Special Needs Dependents When Creating an Estate Plan

    It can be a considerable challenge for people with chronic illnesses and mental disabilities to take care of themselves. Many require a caretaker to ...

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  • What Happens if Someone Passes Away Without a Will?

    In the event that someone passes away without a will in Florida, state intestate succession laws will dictate how assets are distributed. While the ...

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  • Understanding Trusts in Fort Myers

    Unlike a will, a trust is used to create a legal entity that can hold assets for your benefit or the benefit of another while you are alive. Trusts ...

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  • What is Digital Probate?

    For the longest time, assets and their records used to all be physical, collected in stacks of mail, file cabinets full of paperwork, and other ...

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  • How Can a Will Become Contested?

    Sometimes even the most-carefully drafted wills are going to go through probate . The question that arises is how long will it remain there? If ...

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  • Attorney Ricciardi, Jr. Joins the AARP Lawyer Referral Network

    The American Association of Retired Persons (AARP) has always been dedicated to providing unique opportunities and savings to people age 50 and over. ...

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