Quote:
Originally Posted by Jim1mack
First marriage. 47 years. One adult child. Mortage. After we both pass our child is listed as the beneficiary on our investment and bank accounts. Quit Claim Deed includes our child. Our will shows everything going to our child. Our child is our POA. Living will is basically DNR.
Don’t know what we may be missing. Without bringing up any extenuating circumstances - do we need a trust?
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See a Florida attorney if you’re a permanent resident here.