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Can I Control How My Children Inherit Money Left In A Will?

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, …

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Who Needs Estate Planning?

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 …

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Do I Need A Living Trust?

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 …

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Do I Need A Will If I Am A Senior Citizen?

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 …

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How Can I Investigate The Background Of A Broker?

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 …

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My Investments Were Not Right For Me. What Should I Be Looking For?

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 …

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What Do I Do If I Am A Victim Of Financial Fraud?

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 …

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My Broker Said My Mutual Fund Was Rated Triple A or Five Star: What Does That Mean?

Credit ratings are used as indicators of a bond’s creditworthiness by rating organizations, who analyze the financial condition of a bond issuer. There are three major rating organizations in the United States that provide such ratings: Moody’s Investors Service, Standard & Poor’s Corporation, and Fitch Ratings. Using labels such as …

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Can My Broker Buy Or Sell Something Without Asking Me First?

Attorney Jeffrey P. Coleman explains when a broker may (or may not) buy or sell on your behalf. Video Transcript: When a broker buys something without your authorization, he is violating one of the most basic rules in the brokerage industry. It’s your money. If you have not authorized that …

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