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While estate planning may seem a daunting task, understanding your estate planning Clearwater documents typically involved can take a lot of the mystery out of it. Health Care Directive One of the most important documents in your estate plan is your Advanced Health Care Directive. This document allows you to ...
Proper estate planning is essential for people of all ages. Here are some tips from a Dunedin estate planning attorney to help you get the most out of your estate plan. Essential Documents Will and/or Trust Health Care Directive Power of Attorney A will is a testamentary document which nominates ...
Proper estate planning can ensure that your wishes are observed, and you and your loved ones are protected. Health Care Decisions Explained By a Clearwater Estate Law Attorney Have you considered who will assist you in the event you cannot make health care decisions yourself? What if you are in an ...
The Florida Office of Financial Regulation announced on January 14, 2015 that they had arrested Gus Papathanasopoulos, owner of Neofat Industries, Inc., a/k/a Microlipid Technologies. Mr. Papathanasopoulos was arrested on one count of securities fraud, 18 counts of selling unregistered securities and 18 counts of selling securities as an unregistered agent. ...
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 ...
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 ...
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 ...
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 ...
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. ...
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 ...
