A proper disclaimer is a formal legal step that says, “I’m not accepting this inheritance,” causing the property to pass to the next beneficiary without you ever owning it. As our Inherited Property Advisors in Florida recommend, move quickly, avoid using the...
When someone passes away, one of the first questions their family asks is: “Do we have to retitle the property—and how do we do it correctly?” In Florida, the answer depends on how the home was titled, whether it was homestead, and whether a trust or probate is...
When more than one person inherits a single property, emotions, logistics, and legal rules collide. In Florida, co‑inherited real estate is common, and the path forward can be smooth—or stressful—depending on how you handle title, taxes, timelines, and family...
Losing a loved one is hard enough—figuring out what happens to their home or investment property shouldn’t add confusion. Probate is the court-supervised process that validates a will (if there is one), settles debts and taxes, and transfers assets to heirs....
When a loved one passes away, one of the first practical questions families face is how real estate will transfer to heirs. The answer typically falls into three paths: probate, trust-based transfer, or direct deed/beneficiary mechanisms. Each path has...
Key takeaways Selling an inherited home can trigger capital gains taxes, but if you sell quickly at around the date-of-death value, you may owe little to nothing. Living in the home for at least two of the five years before selling can unlock the home sale exclusion...
