Legal Question in Wills and Trusts in Florida
Trying to keep my passing simple. If an annuity says estate of etc, in beneficiary, does this has to go to probate. All other possessions have myself and wile co owners.
Asked on 3/19/20, 1:32 pm
2 Answers from Attorneys
David Slater
David P. Slater, Esq.
It shouldn't. An annuity goes to the named beneficiary.
Answered on 3/19/20, 1:37 pm
Barry Stein
De Cardenas, Freixas, Stein & Zachary
Seek legal guidance. Annuities can be payable to an Estate but that essentially requires probate for that asset.
Answered on 3/19/20, 1:39 pm
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