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Celebrity Estate Lessons — Lucille Ball
August 25th, 2023
While getting a big, fat inheritance check is likely appreciated by your beneficiaries, often it’s the family heirlooms that are more important. This was the case with Lucille Ball. When she died in 1989, she split her estate between her two childr…
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Categories: Celebrity Estate Lessons
5 Common Inheritance Disputes
August 25th, 2023
Inheritance disputes between siblings and other family members can strain family relationships and set everyone on edge. When family members can’t agree on how a loved one’s estate will be divided, it can sour everyone’s memory of their past re…
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Categories: Last Will and Testament
Can an Executor Take Money from the Estate?
August 22nd, 2023
When you and your loved ones are waiting for an executor to finish the Florida probate process, it can feel like the executor is standing between you and your inherited assets. But sometimes it isn’t just court delays causing problems. Unfortunatel…
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Categories: Probate
Tips to Create A Florida Will that Cannot be Contested
July 28th, 2023
You may have strong feelings about the way you want your affairs handled after your death. You may believe (rightfully) that an heir will not handle their inheritance well, or that a spouse or family member should not receive a share of your assets.…
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Celebrity Estate Lessons — Farrah Fawcett
July 26th, 2023
Farrah Fawcett, well-known Charlie’s Angel, seemed to have done everything right with her estate plan. She made sure her only child, son Redmond who has struggled with mental health issues and drug dependencies his whole life, was cared for. She le…
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Categories: Celebrity Estate Lessons
What to Do When a Trustee Refuses to Give Accounting
July 24th, 2023
What happens to money held in trust after a person dies? Many beneficiaries know that they are entitled to trust benefits and disbursements, but they don’t always keep track of the balances on trust accounts. This can put your family’s finances a…
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Categories: Trusts
Abuse of Power of Attorney
July 13th, 2023
A power of attorney designation can give an agent great power over the assets and financial affairs of the person who creates it. Sometimes, that power can be abused. Understanding the limits of this estate planning form can help you recognize, prove…
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Categories: Estate Planning
Can a Beneficiary Designation be Contested?
June 29th, 2023
The structure of a loved one’s estate plan can substantially affect the way their assets are transferred after their death – and to whom. Beneficiary designations on everything from bank accounts to retirement portfolios can remove property from…
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Categories: Last Will and Testament
5 Reasons to File a Will Challenge
June 28th, 2023
The death of a loved one can strain relations with family members. When that loved one’s estate plan changed in their final years, or excludes close family members, it could raise concerns that the Will is invalid. Here are 5 reasons you may need t…
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Categories: Probate
Celebrity Estate Lesson — Ivana Trump
June 26th, 2023
Ivana Trump was probably best known as the first wife of Donald Trump and mother of Ivanka, Donald Jr., and Eric Trump. But the breakup between her and her ex-husband was anything but amicable. So, when she passed in July 2022, there wasn’t much of…
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Categories: Celebrity Estate Lessons