by Senior Scene | Sep 30, 2021 | Financial Advice, General Interest, Legal, Magazine, Senior News, Top Story (C)
The Financial Planning Process and Why You may Need it By: Max ValaVanis, CFP® I’m currently going through the dreadful process of painting the interior of my house, and the multitude of greens on the color pallet astounds me. When I proudly walked into...
by Senior Scene | Feb 1, 2021 | Financial Advice, Legal, Magazine, Top Story (B)
What May Invalidate An Estate Plan? By Attorney Truman Scarborough An estate plan may be successfully challenged if: 1] The document was forged. 2] There was fraud because false information was presented to the person creating the estate plan with an intent to...
by Senior Scene | Jan 1, 2021 | Featured Article (06), Financial Advice, Legal, Magazine
Beneficiary Mistakes! By Max ValaVanis 321-956-7072 As a financial advisor, I witness a multitude of client mistakes. Usually, they are rectifiable, but sometimes it’s too late, and a disaster occurs. The most notorious shortcoming of an estate plan is inaccurate...
by Senior Scene | Dec 1, 2020 | Featured Article (06), Financial Advice, Legal, Magazine
Creating Income in Retirement By Max ValaVanis 321-956-7072 Guaranteed retirement income is gradually becoming a myth. If you are nearing retirement or recently retired, your generation is most at risk. Across the nation, the tides are turning, and your retirement...
by Senior Scene | Dec 1, 2020 | Featured Article (04), Financial Advice, Legal, Magazine
When Should A Beneficiary’s Inheritance Be Held In Trust? By Attorney Truman Scarborough An inheritance does not need to be distributed directly to a beneficiary. It can be placed in a trust where the funds can be managed and controlled by a trustee for...
by Senior Scene | Nov 1, 2020 | Featured Article (06), Financial Advice, Legal, Magazine
Estate Planning Blunders By Max ValaVanis 321-956-7072 Estate Planning is a beautiful opportunity to designate who you want your assets to go to after you pass. Unfortunately, sometimes the results are not what you intend. At this point, for obvious reasons, it is too...
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