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Attorney Jeffrey P. Coleman discusses checking out the background of your financial advisor in order to protect your investments. https://www.youtube.com/watch?v=-bYf81hRh-UVideo Transcript: First thing you want to do to protect yourself from wrongdoing by a financial advisor is to check out their background. There are online activities such as the Broker ...
Attorney Jeffrey P. Coleman answers a common question about probate and what property is exempt. https://www.youtube.com/watch?v=i1CXPAximgs Video Transcript: Exempt property under Florida probate law may be property that does not pass through probate. For instance, an exempt property might be property that passes by virtue of a contract such as ...
Attorney Jeffrey P. Coleman discusses diversification and asset allocation. https://www.youtube.com/watch?v=TPJzqNrH0bEVideo Transcript: Diversification and asset allocation are two of the most important parts to a successful investment portfolio. Diversification means having your assets involved in a number of different industries. People, for instance, who had a lot of investments in the ...
Attorney Jeffrey P. Coleman answers a common question about Long Term Care. https://www.youtube.com/watch?v=l1iqG5Pn3TU Video Transcript: In developing a long-term care plan, an individual needs to look at the assets and what might be available. If long-term high skilled nursing care was required, there are certain circumstances where transfers can be ...
Attorney Jeffrey P. Coleman disccusses how important it is to fully understand your investments. Video Transcript: This can be a real problem for you and your family, if a financial advisor doesn’t properly tell you all the risks associated with an investment. You could be led into a real problem ...
Attorney Jeffrey P. Coleman answers a common question about what investments a person should consider. https://www.youtube.com/watch?v=QIEEh5jgzWoVideo Transcript: You know investment choices have to be made based upon suitability. That means that the investments that are recommended to you have to meet your requirements, your investment objectives, your risk tolerances. One ...
