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FINRA Rule 8210 and Florida Professional License Disciplinary Proceedings
If you are licensed by FINRA, there is no doubt that you are familiar with the broad investigation powers that FINRA possesses if there is a suspicion of wrongdoing. However, if you are licensed by FINRA and working in Florida, you are very likely to also be licensed...
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Florida Probate: Am I liable for my deceased loved one’s debts?
One of the questions that we commonly are asked by clients and potential clients is whether they should make payments on their deceased loved one’s debts either before probate is started or while the probate process is ongoing. Some people believe that all of a...
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Florida Estate Planning: What is a separate writing for a will?
When we are helping clients design their Florida estate plan, one of the most common questions that we receive is whether the person should include specific items of tangible personal property in the will itself. Usually, our recommendation is that items of high...
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