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NEW INVESTMENT PRODUCTS IN CLASSIC SCHEMES

Just before the holidays, the State of Florida Office of Financial Regulation issued a Press Release describing what they believe are the new products in classic schemes identified as top emerging threats for investors in 2015. According to OFR Commissioner Drew J. Breakspear, we are seeing classic investor threats morph …

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FINRA has issued a new INVESTOR ALERT!

Most of us are at least somewhat familiar with mutual fund terms like: Small Cap Funds Large Cap Funds Index Funds Bond Funds Most mutual funds contain the name of the investment company that is managing the fund (Franklin Templeton, Fidelity, Vanguard, for example only and NOT recommendation) with a …

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Estate Planning Gives You Peace of Mind

Estate planning is not simply an exercise for the elderly, but a prudent step for any adult. It is a valuable gift you can leave your family, which, with your proper planning, will be spared the expense and distress often associated with administering an intestate estate.   Will This is …

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Information Your Estate Planning Attorney Needs

When you meet with Tampa FL estate planning lawyers, you may be asked to provide information regarding yourself and your estate needs. Here is a brief list that Tampa FL estate planning attorneys may request of you. Background Information Be prepared to provide information that can help identify you, including …

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Why You Need an Attorney In Fact for your Estate

If you are in the process of settling your estate and preparing it for your beneficiaries, a Tampa estate attorney advises why you need an attorney in fact. An attorney in fact is the person otherwise known as the designated agent in regards to your document of power of attorney. …

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Five Challenges Firms Should Address Highlighted in 10th Anniversary Letter

FINRA Releases (January 6, 2015) Regulatory A EXAM PRIORITIES LETTER Five Challenges Firms Should Address Highlighted in 10th Anniversary Letter Richard G. Ketchum, FINRA’s Chairman and CEO admitted that in the decade since publishing the first exam priorities letter, there have been tremendous changes in broker-dealer operations, the markets and …

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Types of Marital Deduction Trusts

Federal tax law includes a provision for a marital tax deduction. This deduction may be used by a surviving spouse to receive gifts or bequests from their deceased spouse without the imposition of the estate tax. However, when the property in the estate transfers to subsequent beneficiaries, typically the couple’s …

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Financial Accounts That Avoid Probate

As part of your estate plan, your Tampa FL estate planning lawyer may recommend a variety of financial accounts that are designed to avoid the probate process. Additionally, these accounts can help get much needed funds in the hands of the beneficiary whom you designate. Joint Tenants with Right of …

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FAQ Spine and Soft Tissue Injuries

If your Personal Injury claim includes soft-tissue or spinal injuries, you may find that it is difficult to understand some of the more technical terminology. This video is designed to facilitate discussion of such difficult terms and includes frequently asked questions about the spine and common injuries. You may find …

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Avoiding Estate Taxes

Due to the fact that estate laws change so frequently, it can be difficult for Clearwater estate planning attorneys to devise an effective estate plan that minimizes the amount of taxes that an estate may be subjected to. In recent history, only those estates that have high values are subject …

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