What to Know About Transfer-on-Death Securities and Deeds

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What to Know About Transfer-on-Death Securities and Deeds

Certain types of assets in your estate may contain transfer-on-death designations. Some examples include securities and deeds to certain types of properties. Here’s a quick overview of what you should know about these assets when they have a transfer-on-death (or “TOD”) designation. Transfer-on-death securities The Uniform TOD Securities Registration Act allows securities holders to name […]

Arrest Made in FL Scheme That Targeted Retirement Savings

Florida is home to many retirees. Often these individuals save for years for their retirement. Unfortunately, there are some criminals who go out of their way to exploit senior citizens in an attempt to rob them of their savings. That is exactly what happened to 20 different Florida resident who lost upwards of $1.2 million […]

According to AARP, Elderly Workers Are Florida’s Hidden Economy

The American Association of Retired Persons has conducted a study that shows that Florida’s elderly population feeds its economy. Workers age 50 and up, while only a small portion of the state’s population (30 percent), offer a huge and positive benefit to the economy as compared to younger workers. These workers make up over half […]

Florida’s Retirement System is Facing Changes

Florida’s Retirement System might soon be facing changes if some lawmakers get their way. These changes would address how pension plans are managed. Specifically, the changes would include defaulting newer state employees into Florida’s investment plan instead of its pension plan. It would also change the eligibility requirements of pension plan members. While these changes […]

The Many Types of Wills

Wills are instruments used to pass assets from someone’s estate to his or her beneficiaries after he or she has died. There are a number of different types of wills, with each varying in the degree to which it is legally enforceable. While some people resort to hand writing their own will, such a will […]

Setting Up a Trust For a Minor

At some point in your life, you’re bound to start thinking about estate planning. It’s never too early to get your affairs in order and make provisions for how you’d like to care for your loved ones should you die or become incapacitated. Often those who are exploring estate options will look to a trust […]