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Tag: wealth management

Debunking Estate Planning Myths: Why Everyone Needs a Plan

Posted on By Emilio José Rodríguez
October 21-27 is National Estate Planning Awareness Week, a great opportunity to clear up some common misunderstandings about estate planning. At Rodriguez | Marrero, P.A., we often hear people say things like, “Estate planning is only for rich people,” or “It’s too complicated and expensive.” These are myths that can prevent you from securing your future and protecting your loved ones. In this article, we’ll explain the truth behind...

Matthew Perry’s Estate Plan Reveals the Advantages of Trusts

Posted on By Emilio José Rodríguez
When Matthew Perry, the cherished star of Friends, passed away last year, fans around the globe mourned the loss of a beloved comedic legend. However, as his estate details started to emerge, a perplexing question arose: why did it seem like he had less money than expected? Despite his estimated net worth of $120 million, his bank account showed only $1.5 million. While this sum is substantial to most, it seems surprisingly low for someone who...