News & Tips

Portrait of a couple with financial problems looking at document in financial adviser's office.concept

Reverse Mortgage Problems for Heirs

Inheriting a loved one’s home with a reverse mortgage attached can create problems for heirs. They may face calls, collections efforts, and even foreclosure on their newly-inherited property. Find out the options to resolve reverse mortgage problem… Read More
Read More
female consultant meeting with woman concept

When Should a Personal Representative Be Removed from an Estate?

After a loved one dies, you want the estate administration to go as smoothly and swiftly as possible, but sometimes the personal representative appointed by the Court is not up to the task. Family members can easily find themselves in over their head… Read More
Read More
Categories: Estate Planning
Joan Rivers concept

Celebrity Estate Lessons: Joan Rivers

I think it’s time for a look at a celebrity who had their stuff together. Joan Rivers wrote and signed a Will in 2011 leaving everything to the Rosenberg Family Trust. (Rosenberg is Rivers’ legal last name). This was the 11th amendment an… Read More
Read More
Amy Winehouse

Celebrity Estate Lessons: Amy Winehouse

It’s always sad when a public figure dies very young and it often means they didn’t take the time to plan for their passing. After all, they’re going to live forever, right? When Amy Winehouse died at the age of 27 in 2011, initial… Read More
Read More
kobe bryant concept

Celebrity Estate Lessons: Kobe Bryant

Kobe Bryant’s unexpected death was unquestionably tragic. But adding to this was the fact that Bryant didn’t update his estate plan in a timely fashion. At the time of his death, his estate was worth $600 million dollars. He had done some… Read More
Read More
Aaron Hernandez

Celebrity Estate Lessons: Aaron Hernandez

Aaron Hernandez was a promising up-and-coming tight end in the NFL. After graduating from UF, he went on to play with the New England Patriots from 2010-2012. He was arrested in June 2013 for the murder of Odin Lloyd, who was dating his fiancée̵… Read More
Read More
Good service concept

Can You Refuse An Inheritance?

Suddenly coming into money you didn’t expect isn’t always a good thing. While most beneficiaries are happy to receive an inheritance from a loved one, sometimes that inheritance can create problems rather than solve them. This could leave you won… Read More
Read More
Happy Winter Olympics!

Happy Winter Olympics!

We thought we’d celebrate with a tale of caution from the sports world. Former Olympian Florence Griffith Joyner won three gold medals and one silver medal at the 1988 Seoul Olympic Games. She also set a world record during the Olympic trials f… Read More
Read More
Husband and wife discussing investment plans

What Are Incentive Trusts, and Should You Use One?

Parents, grandparents, and benefactors often want to pass down more than money to their heirs. You may want to instill a good work ethic, or ensure that the next generation is set up for success. Incentive trusts are estate planning tools that can he… Read More
Read More
Categories: Estate Planning
Judy Garland and Mickey Rooney

Celebrity Estate Lessons: Mickey Rooney

When you hear about a family arguing over an estate, usually you picture blood relations being the instigators. However, in the case of Mickey Rooney, a lot of the battle was with stepsons from his final wife’s previous marriage. His Will disin… Read More
Read More