September 2019

Who Owns Your Home?

Submitted by Financial Advisors in Tampa and St. Petersburg, FL | CFO on September 13th, 2019

You have done your estate plan and you now have a shiny new Revocable Living Trust. You dutifully retitle your home in the name of the Trust as advised by your counsel. You’re all set.

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Securities and advisory services offered through Osaic Wealth, Inc., member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth.

We are registered to sell Securities in the following states:  Alabama, Arizona, California, Colorado, District of Columbia, Florida, Georgia, Indiana, Louisiana, Maryland, Massachusetts, Minnesota, Nevada, New Hampshire, New Jersey, New Mexico, New York, Pennsylvania, Tennessee, Texas, Virginia, Wyoming. Securities and advisory services offered through Royal Alliance Associates, Inc. (RAA), member FINRA/SIPC. RAA is separately owned and other entities and/or marketing names, products or services referenced here are independent of RAA.

September 2019

Who Owns Your Home?

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September 2019

Contact Us

Don't hesitate to get in touch with us.We would love the opportunity to become your trusted advisor.

Don't hesitate to get in touch with us.
We would love the opportunity to become your trusted advisor.