» Trusts

Celebrity Estate Lessons Lou Reed concept

Celebrity Estate Lessons: Lou Reed

Some people make a lot of money during their career. Then there are people who make even more once they’ve passed. Such was the case for the Lou Reed Estate, the value of which nearly tripled in the year after he died. Lou Reed did do some esta… Read More
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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
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Florida Pet Trust - Concept

A Guide to Florida Pet Trust Law

The internet is full of sad stories about pets who are sent to shelters after their owners are no longer able to care for them. If you are a “pet parent,” you may want to be certain that your cat, dog, horse, or bird is provided for after you are… Read More
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Categories: Trusts
transfer on death

Is a Trust Better Than a Transfer on Death Account?

For many families, estate planning is a balance between avoiding the time and expense of probate and making the most of their money. You might wonder if you need a trust or whether there are less expensive ways to skip the probate process. That could… Read More
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Categories: Trusts
Revocable trust

Advantages v. Disadvantages of a Revocable Trust

When you are weighing your estate planning options, a revocable trust or living trust will likely be among the choices. Find out how to decide if you need a trust, and what the drawbacks and benefits of having a revocable living trust can be for you… Read More
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Categories: Trusts
Revocable trust papers

What is a Revocable Living Trust?

If you are considering the options available for your estate plan, you may have come across the idea of a revocable living trust. This alternative to a traditional estate plan gives you more control over what happens to your assets. It also reduces o… Read More
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Categories: Trusts
Signing Last Will and Testament.

5 Warning Signs a Will was Signed Under Undue Influence

When the death of a loved one comes with an unexpected surprise, you might find yourself wondering what happened in their final days. You may be left wondering how to sue for inheritance if you were unexpectedly excluded, and whether the new estate p… Read More
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Spouses review estate plan documents

The Importance of Keeping your Estate Plan Up-to-Date

Your estate plan has one purpose: to make sure your welfare and your affairs are handled according to your wishes once you can no longer make decisions for yourself. But estate planning should not be a one-time occurrence. Your estate plan should cha… Read More
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discussing finances

How to Protect Your Legacy from Immature Financial Decisions

Sometimes the ones we love the most are also the ones we have to work the hardest to protect from themselves. Substance abuse, debt, and immature financial decisions can create trouble for your loved ones and threaten your ability to provide for them… Read More
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Categories: Trusts
Trustees Behaving Badly:…

Trustees Behaving Badly: What are Your Options?

Protecting Trust Assets and Beneficiaries When your family manages its money using a trust, your comfort and livelihoods may depend on the trustee doing their job well. Unfortunately, sometimes the people managing your money will not live up to the t… Read More
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Categories: Probate, Trusts