Repercussions for Brokers ‘Selling Away’ Investment Funds

In recent years, you may have read headlines about investment brokers “selling away” their funds. It doesn’t sound good, but perhaps you don’t fully understand what it means. What is selling away, why is it such a serious matter, and what are the repercussions for doing it? What Is “Selling Away?” In simple terms, selling… read more

Important Estate Planning Questions to Ask Your Attorney

Estate planning might not fill you with joy, because it’s associated with contemplating your own mortality. Still, it’s essential to plan for the future, i.e., your posterity. Ensuring that your assets will be transferred to your loved ones without incident requires a proactive approach. Effective estate planning begins with choosing a highly skilled estate planning… read more

Estate Planning with Foreign Property

Estate planning can be confusing, even for those who consider themselves financially savvy. Most people have unique considerations when it comes to planning for the future of their families, but those who own property outside of the United States face special challenges. Foreign property depends on several factors, including where the property is located, the… read more

How to Prevent Financial Elder Abuse

At some point in time, many of us will have to make the difficult decision to place our elderly loved ones in an assisted living facility or nursing home for their health benefit. While these locations may be the best option for them health-wise, they could also lead to emotional or psychological abuse by employees…. read more

Which Laws Protect Investors from Excessive Risks in Florida?

Every investment is a risk on some level, although Florida has many procedures in place to ensure that your broker behaves ethically in making investment decisions. Most financial investments are managed by either professional investment companies, individual financial advisors, or trustees. Trustees and fiduciaries in Florida are held to a high standard of care, and… read more

What You Need to Know About Leaving Someone Out of Your Will

Florida has very few requirements in drafting a will. The testator (drafter of the will) needs to: Be over the age of 18 (or an emancipated minor); and Be of sound mind at the time of the will. The will must be written, signed by the testator (or acknowledged), and witnessed by two individuals. Aside… read more