News & Tips

Lucille Ball

Celebrity Estate Lessons — Lucille Ball

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… Read More
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Elderly couple in inheritance disputes

5 Common Inheritance Disputes

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… Read More
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Senior couple, meeting and investment with a financial advisor, lawyer or woman consulting on a contract, loan or deal. Signature, documents and people with a mortgage, debt or saving in retirement

Can an Executor Take Money from the Estate?

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… Read More
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Categories: Probate
florida will signing

Tips to Create A Florida Will that Cannot be Contested

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.… Read More
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Categories: Probate, Trusts
Farrah Fawcett

Celebrity Estate Lessons — Farrah Fawcett

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… Read More
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Mature man helps younger man verbalize problems in therapy

What to Do When a Trustee Refuses to Give Accounting

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… Read More
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Categories: Trusts
Male hand with wooden judge hammer, shelves with books on background

Abuse of Power of Attorney

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… Read More
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Categories: Estate Planning
A woman making a formal business agreement signing a will

Can a Beneficiary Designation be Contested?

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… Read More
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Businessman Signing An Official Document

5 Reasons to File a Will Challenge

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… Read More
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Categories: Probate
Trump Tower

Celebrity Estate Lesson — Ivana Trump

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… Read More
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