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 plan was signed under undue influence.  What is Undue Influence?  Under Florida […]

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 after you are gone. However, an irrevocable trust with discretionary distributions and […]

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 problems for heirs, and how you can prevent your loved ones from taking on your debt after you die.  […]

What to Do After Your Trust is Signed

What to Do After Your Trust is Signed For many families, a revocable or irrevocable trust is a key part to their estate plan. However, unlike a Will, which is complete as soon as it has been executed, there is still work to be done after your trust is signed. Find out what to do […]

Advantages v. Disadvantages of a 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 and your […]

Why Would You Need a Trust?

Why Would You Need a Trust? When the average person thinks of a trust, it can conjure up images of the rich and famous — high class families with more money than they know what to do with. Wealth management is one way you can benefit from a revocable living trust, but it’s not the […]