Intestacy in the Context of Estate Planning in Florida: When to Apply the Intestacy Rules and How to Avoid them

In short, a law firm and their lawyer are being sued for not properly representing their client in a case. The client claims that the lawyer didn’t try hard enough and made mistakes. The lawsuit is seeking money for the client’s losses and damages. If someone dies without a will in Florida, their property will be divided among their spouse and children. If there are no children, the spouse will get everything. If there are children, the spouse will get a portion of the property, and the rest will be divided among the children. If there is no spouse, the children will get everything. If someone dies without a will and has no surviving spouse or kids, their stuff goes to their parents, or if the parents are gone, to their brothers and sisters or their kids. If there are no surviving family members on either side, the stuff gets divided between their grandparents and then their aunts, uncles, and cousins. If there are no surviving family members at all, the stuff goes to the state. When someone dies without a will, special rules apply:
– If a child is adopted, they are usually considered part of their adoptive family, unless certain exceptions apply.
– If a child is born to unmarried parents, they are considered part of their mother’s family, unless the father has acknowledged paternity or the parents tried to get married.
– If there are half-blood and whole-blood relatives, the half-blood relatives receive less than the whole-blood relatives. For example, a sibling who shares both parents with the deceased will receive more than a sibling who only shares one parent. If someone dies without leaving a will, their home (called “homestead”) will pass to their family in a specific way. If they’re married with kids, their spouse will get to live in the home for their life, and then the kids will get it. If they’re married but have no kids, the home goes to the spouse. If they’re not married but have kids, the kids get the home. If they have no spouse or kids, other relatives may get the home. The home is protected from the person’s debts in these situations. For married homeowners, it’s important to consider whether their spouse has given up their rights to the home, whether they can leave the home to their spouse outright, and whether their spouse should have ownership after they pass away. For homeowners who can decide who gets the home when they die, they need to think about who qualifies to receive the home’s protections from creditors. If they decide to leave the home to someone who doesn’t have protection from creditors, they need to decide what type of inheritance to give and in what order it should be paid out. If someone is unable to make a will because they’re too young or not of sound mind, their assets will be distributed according to the law. If someone wants to make big changes to their will, they might choose to go with intestacy (which means not having a will) for a little while as an interim plan. This could happen if they’re going through a divorce or have had a falling out with someone who was in their will. In these cases, the law allows the existing will to be canceled or replaced with a new one. But if someone wants to change who gets their stuff without going to intestacy, they should keep their original will safe. When someone writes a will, they can decide whether to include adopted children or children born out of wedlock in the family inheritance. They can also choose to include or exclude children adopted out of the family or adults who were adopted. It’s important to know the testator’s feelings about adoption to figure out if adopted relatives are included in the will. If a child is born to unmarried parents, it can complicate things when it comes to inheritance. A father might not want to include a child born out of wedlock in their will to prevent any claims after their death. In some cases, a will might specify that only named children or children born to married parents will be included in the inheritance.

The rules about how much inheritance relatives get can also be different in a will compared to the rules if someone dies without a will. This can depend on what the person who wrote the will wants, and they might even choose to follow the regular rules for inheritance or make up their own.

Sometimes, a person might want to follow the regular inheritance rules, and other times they might want to make their own rules. It all depends on what the person wants for their loved ones after they’re gone. Intestacy can happen when certain conditions in a will or trust aren’t met, like someone needing to survive the person who made the will. If nobody meets those conditions, the property goes to the person’s estate instead of to the people named in the will or trust. To avoid this, the will or trust can include a backup plan to give the property to the person’s family if the original plan doesn’t work out. When someone writes a will, they can choose to exclude certain family members from inheriting anything. If the person later gets married or has a child and doesn’t update their will, the spouse or child can still get a share of the inheritance. To avoid this, the person can plan ahead and either include or exclude their future spouse in the will or make a legal agreement with them before getting married. If you get married after making a will, you might need to update it to include your spouse. If you have kids in the future, you might want to include them in your will too. You can choose who gets what and when they get it, instead of leaving it up to the state’s rules. And if you leave things to a minor or someone who can’t make decisions for themselves, there are special rules to make sure they’re taken care of. A married person with kids can use a will or trust to decide how to divide their property after they die, instead of following the default rules. They can set up a trust to control when their kids get access to their inheritance, and they can also make sure that their grandkids get a share if their own kids die before them. They can also choose to divide their property evenly among their kids and grandkids, or give different amounts to each person. It’s important to know the rules of intestate succession when advising clients on estate planning. Intestacy might be required by law in some cases, so it’s important to understand how it works. It’s also important to consider how adopted or illegitimate children are treated in intestate succession when writing a will. While intestacy has limitations, a personalized will can overcome these limitations and provide more flexibility for distributing property. Creating a trust in a will can also offer more options for managing property for minors or incapacitated heirs. Ultimately, a testator may choose to distribute their property differently than what intestate rules dictate. In Florida, intestacy laws determine who gets someone’s assets if they die without a will. This applies to some assets, but not to everything. It also doesn’t apply to certain types of property, like a person’s home or certain personal belongings. If someone dies without a will, their assets will go to their surviving spouse, children, parents, or other relatives based on state law. There are also rules for adopted or born out of wedlock children. Additionally, there are rules for creating a will, revoking a will, and handling situations where someone is left out of a will. For specific details, it’s best to consult a lawyer who specializes in estate planning. “The Real Property, Probate and Trust Law Section aims to teach its members to serve the public and improve the justice system. They also want to advance the study of law.”

 

Source: https://www.floridabar.org/the-florida-bar-journal/intestacy-in-the-context-of-estate-planning-in-florida-when-to-apply-the-intestacy-rules-and-how-to-avoid-them/


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