Tag Archive | "Florida Estate Planning"

The Florida Securities and Investor Protection Act and How it Affects You

Sunday, August 5, 2012

0 Comments

The Florida Securities and Investor Protection Act protects Florida investors, in addition to other national SEC (U.S. Securities and Exchange Commission) laws. Sometimes called “Blue Sky” laws, each state has their own set of laws governing securities and their sales. Florida’s newest law was created in 2009 and shows Florida’s commitment to protecting its citizens. […]

Continue reading...

Do You Need a Financial Checkup?

Monday, July 23, 2012

0 Comments

Marriage, babies, divorce, home ownership, death, retirement, and job changes are all reasons to take a closer look at your financial planning. It is always a good idea to schedule a financial checkup during the different stages of your life. A single person first starting out in their career has dramatically different needs from a […]

Continue reading...

Social Security for Former Spouses

Friday, April 13, 2012

0 Comments

Social Security provides some benefits for spouses, as long as certain conditions are met. This also applies to former spouses, whether through divorce or death (or maybe both!). Social Security benefits are based on the amount of money a person made in their lifetime—the more money they made over their lifetime, the more the benefit […]

Continue reading...

What to Consider When Beginning Your Estate Planning

Thursday, March 22, 2012

0 Comments

First and foremost, all estate-planning professionals recommend a detailed will. While there are kits available to make your own will, they will not come with seasoned professional advice. If you have numerous assets and specific desires for how they should be distributed, it is recommended you create your will with the help of an attorney. […]

Continue reading...

Why Everyone Should Look Into Estate Planning

Tuesday, June 7, 2011

0 Comments

Nobody wants to think about what would happen if they were severely disabled or incapacitated but it could happen to anyone. It would be very helpful to your family if you had developed Florida Estate Planning before the event in case something might happen. It is simple to devise estate planning with the help of […]

Continue reading...