by Senior Scene | May 1, 2026 | Financial Advice, General Interest, Legal, Magazine, Top Story (C)
What is Probate? By Attorney Truman Scarborough This is the fourth in a series of articles on the probate process in Florida. In the prior articles we have discussed “Formal Probate”, which is required if the decedent died within the last two years and the assets to...
by Senior Scene | May 1, 2026 | Featured Article (04), Financial Advice, General Interest, Legal, Magazine
Max ValaVanis, CFPⓇ In my years helping retirees plan their finances, I am consistently faced with this priority decision: where can we achieve strong returns while minimizing risk? As any Financial Advisor can attest, this is a common question. Unfortunately, many...
by Senior Scene | Apr 1, 2026 | Financial Advice, General Interest, Legal, Magazine, Top Story (C)
Guarding your Nest Egg:By: Max ValaVanis, CFP® Medieval kings built moats and hired knights to protect what they spent a lifetime accumulating. You probably don’t have a moat, but protecting your retirement assets requires just as much strategy. Often seniors come to...
by Senior Scene | Apr 1, 2026 | Featured Article (04), Financial Advice, General Interest, Legal, Magazine
What is Probate? By Attorney Truman Scarborough This is the third in a series of articles on probate. When someone dies, assets titled just in the decedent’s name with no beneficiaries are frozen. A Power of Attorney does not help, since it ends when the creator dies....
by Senior Scene | Mar 1, 2026 | Financial Advice, General Interest, Legal, Magazine, Top Story (C)
What is Probate?By Attorney Truman Scarborough This is the second in a series of articles on probate. When someone dies, assets titled just in the decedent’s name without beneficiaries are frozen. A Power of Attorney does not help, since it ends when the creator dies....
by Senior Scene | Feb 1, 2026 | Featured Article (04), Financial Advice, General Interest, Legal, Magazine
Estate Planning Tips:By Max ValaVanis, CFP® Estate Planning is a valuable opportunity to designate who you want to inherit your assets after you pass away. Unfortunately, the results are not always what you intend. To effectively pass property to your heirs, you must...
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