The Blatt Watch by Peter Blatt: Fiduciary vs. Suitability

Doesn’t sound like much of a big deal, but these two words, fiduciary and suitability, are critical to determining the type of care you receive from your “trusted” financial advisor. Unfortunately most of the public is not aware that a minority of advisors are held to a fiduciary standard while a majority are held to a much lower, suitability standard of care.

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The Blatt Watch by Peter Blatt: Durable Power of Attorney Change of Law

Change of Law: If you have not updated or created a new durable power of attorney since October 2011 in Florida you need to act as soon as possible. Your old power of attorney may not work!

If you become disabled, who will help you maintain your lifestyle? You need a Durable Power Attorney!

The Durable Power of Attorney statute has been completely modified/ revamped in October 2011.

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