Quote:
Originally Posted by retiredguy123
See posts 7 and 8.
I don't know about New York, but, in Florida, a title company can prepare a "lady bird" deed for about $200, where you can designate a beneficiary who will automatically become the property owner when you die. I would ask an attorney and/or a title company to explain exactly how it works. Some states allow a "transfer on death" deed, but Florida doesn't.
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GREAT Advice here.......
Our financial firm is in Wisconsin yet for our investments etc.
They handle lots of retired clinics that move to Florida from up there and told us a couple years ago to add the "lady bird deed" attached to our will, so we did.