by Senior Scene | Aug 1, 2024 | Featured Article (04), Financial Advice, General Interest, Legal, Magazine
Can specific bequests disrupt an estate plan? By Attorney Truman Scarborough A specific bequest can be a sum of money, the home, a car, shares of stock, jewelry, etc. that is given to a particular individual. It allows an estate plan to better reflect personal desires...
by Senior Scene | Jun 30, 2024 | Featured Article (04), Financial Advice, General Interest, Legal, Magazine
How Confident are you in Retirement? By: Max Valavanis, CFP® Retirement planning is trickier than ever. Some refer to planning for retirement as creating a map to navigate through this “adventure”. While this metaphor has its uses, a map can be misleading or outdated....
by Senior Scene | Apr 30, 2024 | Featured Article (04), Financial Advice, General Interest, Legal, Magazine
Outliving Your Money By Max Valavanis, CFP ® “Do I have enough money to retire?” is an often-asked question I hear. Interestingly, this question is not easy to answer. There are many variables to consider and no advisor has a crystal ball. Retiring too early does have...
by Senior Scene | Mar 31, 2024 | Featured Article (04), Financial Advice, General Interest, Legal, Magazine
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 | Feb 29, 2024 | 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 | Jan 31, 2024 | 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...
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