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Estate Planning

: Wills, Trusts & Estates Prof Blog

Financial Adviser 101

By Trusts EstatesProf

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Here are some things to consider to protect yourself when picking a financial advisor: The advisor's background: start with http://www.finra.org, http://www.adviserinfo.sec.gov/, www.cfp.net, and www.fpanet.org. References from other clients: remember to rely more on references with similar investing goals. The advisor's...

Full post as published by Wills, Trusts & Estates Prof Blog on June 26, 2009 (boomark / email).

Lawsuits and Settlements

Financial Elder Abuse - Financial Exploitation, Elder Abuse Lawyers
Financial Elder Abuse alleging seniors are taken advantage of for their finances.

Frank Bluestein, The Maximum Financial Group, Inc., Questar Capital Corporation, and Gunnallen Financial, Inc.
alleging schemed investors out of hundreds of millions of dollars.

Meta Financial Group, Inc CASH Securities Fraud
Meta Financial Group, Inc CASH

Meta Financial Group, Inc 401(k) / ERISA Stock Fraud
Meta Financial Group, Inc 401(k) / ERISA Stock Fraud

Regions Financial Corporation 401(k) / ERISA Stock Fraud
Regions Financial Corporation 401(k) / ERISA Stock Fraud

Tremont Financial LLC

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