Uncategorized
What Is Voluntary Guardianship in Florida?December 28, 2017 • Uncategorized
A proper estate plan is comprehensive and prepares for every possible contingency. Even though we might not like to think about it, there is a possibility that someday you may not be able to manage your own financial affairs. In the event that you become unable to manage your finances, Florida law allows for voluntary… read more
Beware: Common Investment Fraud SchemesOctober 12, 2017 • Uncategorized
As long as there have been people who have wanted to make money through investments, there have been other people waiting to deceive and fleece them of their investment capital. The modern world offers countless opportunities for investments, and it’s vital for would-be investors to know the signs of investment fraud and other schemes to… read more
What Causes Probate Disputes?October 12, 2017 • Uncategorized
The probate process exists to ensure a deceased individual’s final wishes become reality. Probate helps the surviving family divide the decedent’s assets and property according to his or her wishes. While the death of an elderly parent or leading figure in a family can be an emotional time that brings families together, the probate process… read more
How to Navigate the Probate Process with Rival SiblingsOctober 12, 2017 • Uncategorized
Trillions of dollars pass through the probate process each year, and this process aims to ensure a deceased person’s last wishes as stated in his or her will. Unfortunately, many circumstances can prevent an individual from appropriately conveying his or her last wishes and intentions for disbursement of property and assets after death. Some people… read more
Financial Planners Share Their Money Tips with MillennialsSeptember 28, 2017 • Uncategorized
Let’s Talk $ – Millennial Money Tips In a fast-paced world, it may seem like a daunting task to save money weekly or monthly and save up for later use. In a consumerist world, we are constantly swayed to purchase more things, which leaves less money to save for a retirement or an emergency fund…. read more
Biggest Mistakes to Avoid When Estate PlanningSeptember 28, 2017 • Uncategorized
Most Americans imagine rich people with tremendous amounts of cash and assets dividing their resources among loved ones when they think of “estate planning.” The reality is much more practical. Almost everyone owns at least one thing of value such as a home, a car, a bank account, or other valuable items. Everyone should prepare… read more
What Is the Best Way to Save Money?September 28, 2017 • Uncategorized
Saving money isn’t easy for everyone. Most Americans live paycheck-to-paycheck and are more concerned with making monthly ends meet than they are about the future. Saving money now will be tremendously helpful later. If you’re wondering about the best ways to start saving for the future, consider the following tips and look into financial advisors… read more
Personal Finance Investment Tips of 2017September 28, 2017 • Uncategorized
Many Americans worry about their future financial stability. Investments can be a great way to prepare for the future, kids’ educational costs, and retirement. The financial world is complex and full of risk, but investors who take the time to conduct diligent research and invest carefully can make tremendous strides toward financial security in the… read more
Repercussions for Brokers ‘Selling Away’ Investment FundsAugust 31, 2017 • Uncategorized
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 AttorneyAugust 31, 2017 • Uncategorized
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