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Attorney Jeffrey P. Coleman explains some different scenarios where an elder law attorney should be sought out for legal assistance. Video Transcript: If you think that there is an issue that might relate to be elder law circumstances: elder abuse, financial or physical, Medicaid requirements, VA benefits requirements, disability, ...
Attorney Jeffrey P. Coleman describes how someone can specify how and when their children can receive their inheritance using an estate plan. Video Transcript: In a will, or in a trust under the will, or a separate trust, you can control how your money goes to your children. For instance, ...
Attorney Jeffrey P. Coleman explains who needs estate planning and provides an example of when it would have been beneficial to have an estate plan in place. Video Transcript: Really, every adult needs estate planning. I’ll give you an example: when those college students at Virginia Tech had the shooting ...
Attorney Jeffrey P. Coleman clarifies whether it is necessary to have a living trust when creating your estate plan. Video Transcript: It is much more important, under Florida law, that someone have a will than that they have a trust. So it is not necessarily something that each person needs a living ...
Attorney Jeffrey P. Coleman explains if senior citizens need a will and the ways in which creating a will would be helpful. Video Transcript: If you are senior citizen, it is important that you have a will. Every year that passes, let’s face it, the inevitability of our passage ...
Attorney Jeffrey P. Coleman shows where to perform a background check on a broker before committing to doing business with one. Video Transcript: If you want to take a look at some of the background of a broker, a good thing to do is go on what’s publicly available through FINRA. FINRA ...
Attorney Jeffrey P. Coleman explains what investment criteria is the most important and what a person should look for when considering buying an investment. Video 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 ...
Attorney Jeffrey P. Coleman describes why obtaining your account documents is important when keeping your investments on track. Video Transcript: The account documents are a road map for your account. It’s how the broker (or financial adviser)’s manager makes sure that whats done in your account complies with what you told ...
Attorney Jeffrey P. Coleman outlines a few methods to recover from suffering from financial fraud. Video Transcript: There’s a number of opportunities for recovery and redress that victims of financial fraud might have. First of all, if there is a senior citizen involved, you might consider going to the Division of ...
