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luke perry

What We Can All Learn From Luke Perry’s Untimely Death

Even if you never watched the 90’s hit show “Beverly Hills 90210,” it’s hard not to be shocked and saddened by the untimely passing of actor Luke Perry, age 52, who died after suffering a massive stroke earlier this week. The unexpected death of a favorite celebrity helps drive home what it means to be truly […]

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Divorced? Hidden Traps In Those Old Beneficiary Forms

If you are divorced, you’ll want to read this excellent article by financial writer Michaela Cavallaro for Considerable about the tricky untangling of assets when your ex-spouse passes away. You would think that all the legal complications and contortions are behind you once the divorce is finalized, but that’s not always the case, as Michaela explains. Even […]

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burt reynolds

How To Do It: Burt Reynolds’ Smart Estate Planning Keeps Details Quiet

Bravo to fellow Floridian and legendary actor Burt Reynolds, who put in place a smart estate planning strategy before his recent death at age 82. Here’s 3 takeaways from his estate: He had a Will and Trust. So many celebrities who have passed away recently had no estate planning documents in place. That can lead to expensive […]

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reading the will

So You’ve Been Asked To Serve As Executor?

A good friend or family member has asked you to serve as executor of their estate. Should you be flattered, or fearful? One thing that’s not in question: serving as executor (or Personal Representative, as it’s called in Florida) is an important and demanding job. Your friend or family member wants someone she can trust, someone […]

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5-Minute Fix: Springtime Means Updating Beneficiaries On Your Accounts

OK, we made that up. But now would be a good time to do some “spring cleaning” and dust off those beneficiary designations. In fact, we’ve been doing just that. In several recent meetings, we’ve been spending time with clients to discuss and update the beneficiary designations on their accounts. You can take a few minutes […]

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Are You Prepared? What One Financial Journalist Learned When She Was Unexpectedly Widowed

Rave reviews for our guest speaker, financial journalist Robyn Friedman, who led an informative session in our offices last Thursday sharing her personal experiences and financial challenges after unexpectedly losing her husband. Robyn addressed a gathering of clients, friends and guests as part of our ongoing client educational series. She recently published an article in […]

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middle age couple

If You Could Turn Back Time …

If something happened to you or a loved one tomorrow, would your finances be in good hands?  Or would you (or your loved ones) be scrambling to find statements, pay bills, and locate passwords? Are you ready for the unexpected? Or would you need a “do over” to handle things better the second time around? Women, in […]

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Melissa and her Shiba Inu Meeka

Guest Blog: What Happens To Fido Or Fluffy If Something Happens To YOU?

Introduction: Many of us have pets we adore and treat like members of the family. But how many of us have ever thought about what would happen to our pets if we were suddenly unable to care for them due to our death or illness? That’s why I asked Boca Raton attorney Melissa Haluska to write […]

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new york times garland

Procrastinating On Your Estate Planning? This Will Scare You Straight

Have you been putting off doing your estate planning? Here’s a story that will scare you straight. Susan B. Garland of the New York Times writes about a family who learns first hand what can happen when a loved one fails to plan for incapacity. North Carolina-resident Terri Black stepped in when her widowed father […]

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FPA South Florida Las Oas

Making Florida Your New Home? Here’s How To Avoid Tax Problems

We were talking to a new Florida resident the other day in our office. After a lifelong career in media in New York, he called it a day and moved to South Florida to retire. Part of our conversation revolved around what he needs to do to establish residency in Florida and avoid any future […]

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