When we moved to Florida, we had a new will made splitting assets between our two children. The house is in a trust and we checked and rechecked that after the surviving spouse, the kids are named beneficiaries on all accounts. Attorney said that would avoid probate. MIL didn’t have to pay property taxes since FIL was a disabled veteran and she was untrusting of doing anything that would jeopardize that. It’s difficult to convince someone in their nineties that putting the house in a trust was safe. Not paying taxes overrode anything and pressing her would make us appear greedy. Her lawyer did her a disservice.
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