What Is a Fiduciary and a Fiduciary Duty?
A fiduciary is someone who manages property or money on behalf of someone else. When you become a fiduciary, the law requires you to manage the person’s assets for their benefit—and not your own.
Is My Stuff Worth as Much as I Think? Can I Leave a Good Inheritance?
Can you imagine a millennial with a china hutch?
What Happens If I Don’t Fund My Trust?
If you have updated your estate plan during the Covid crisis and even found a way to sign your documents while maintaining social distance, do not overlook the last step of trust funding.
What’s Happening to Valerie Harper’s Emmy Awards in Her Estate?
Even in our topsy-turvy world of coronavirus chaos, one thing stands firm: thou shall not sell old Emmy awards on the open market.
Daughters of Don Lewis from ‘Tiger King’ File Lawsuit
The surviving daughters of Don Lewis, a Tampa man who went missing 23 years ago this month, have filed a lawsuit in Hillsborough County court against Tiger King subjects Kenny Farr and Carole Baskin, along with a woman listed as a witness on Lewis’ will.
How Can I Avoid Family Fighting in My Estate Planning?
One problem that frequently stems from the inheritance process is fractured relationships between siblings. Unfortunately, the common denominator in many of these situations is the parents' estate plan.
Which Stars Made the Biggest Estate Planning Blunders?
The saying goes that anyone who does not learn from mistakes in the past, is doomed to repeat them. In estate planning, if you do not learn from other’s mistakes, you are likely to repeat them.
How Can I Protect Assets from Creditors?
Estate planning is not just about saving taxes, it is also about managing and protecting your assets against future creditors, both for you and for your beneficiaries.
What Does My Estate Plan Look Like after Divorce?
Some marriages end in noise and pain. Other marriages drift away quietly with the signing of documents and only a hint of acrimony.
What Should I Know about Immediate Variable Annuities?
Immediate annuities (also known as payout or income annuities) require you to pay to an insurance company. The insurer will send you a stream of payments, starting right away.