Financial

FTC Sues Alleged Scammers

Belize Retirement Property Nightmare If you purchased retirement property in a Belize development called Sanctuary Belize, Global Property Alliance, Buy Belize, Buy International, Eco Futures, Sittee River Wildlife Reserve, Sanctuary Bay, The Reserve or The Marina at the Reserve, then you need to grab a strong drink and sit down. On November 8, 2018, the Federal Trade Commission filed suit alleging those developments were part of a $100 million overseas real...

Top Five Financial Scams

Here are the top 5 financial scams targeting seniors, as compiled by the National Council of Aging.  Medicare: These scams are popular because of the sheer number of potential victims:  every U.S. citizen and permanent resident over the age of 65 qualifies for Medicare. The most common scams involve a perpetrator who poses as a Medicare representative to dupe people into divulging personal information which is used in...

Appointing An Agent to Manage Your Finances

So you need some help managing your financial affairs.  Let’s look at your options. A Power of Attorney is a document you sign that gives another person authority to handle all or some of your financial transactions.  In the Power of Attorney, you are the principal and the person you appoint is the agent.  The document describes the types of transactions the agent is authorized to handle. The Power of...

BANKING LAW TIDBITS

It’s really all in the details, isn’t it? Several new laws that were passed in the 84th Legislative Session weren’t headline-makers, but they sure did clean up some glitches in the system. HB 3316 is a great example. It’s not unusual for an agent under a Power of Attorney to sign a deed or some other type of document that is a real property transaction, but there hasn’t been a clear...
Hammerle Finley Law Firm is open during regular business hours, and we are accommodating special appointment requests.   Learn More