Skip to main content

  • Home
  • What We Do
  • Who We Serve
  • About Us
  • Resources
  • Blog
  • Subscribe to Our Newsletters

    You are here

  1. Home
  2. Archived Blog
  3. September 2019

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.

Tags:
  • Insurance
  • revocable living Trust
  • Read more

Recent Blog Posts

  • Our 'Exceptional' Journey of Applying for Supplemental Security Income
  • Who Owns Your Home?
  • Our 'Exceptional' Guardian Advocacy Journey, Part 2

Archived Blog

  • November 2019 (1)
  • September 2019 (1)
  • May 2019 (2)
  • October 2018 (2)
  • August 2018 (6)
  • June 2018 (1)
  • April 2018 (1)
  • February 2018 (1)
  • January 2018 (1)
  • December 2017 (1)
  • November 2017 (1)
  • October 2017 (1)

Categories

  • Finding a Financial Planner (1)
  • Finding a Financial Professional (2)
  • Guardian Advocacy, Special Needs Guardian Advocacy (1)
  • Guardian Advocacy, Special Needs Guardian Advocacy, (1)
  • Insurance (1)
  • Investment Planning (1)
  • Retirement Planning (1)
  • revocable living Trust (1)
  • Roth Conversions (1)
  • Successful Couples Financial Planning (2)
  • Tax Planning (1)

Contact Us

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

Phone: 813-374-9676
Fax: 813-374-9679
Toll Free: 866-453-7737

Email: scott@ourcfoteam.com

1511 N. West Shore Blvd, Suite 1100 , Tampa, Florida 33607

Get Directions

3637 4th St. N, Suite 210, St. Petersburg, Florida 33704

Get Directions

 

  • Sitemap
  • Legal, privacy, copyright and trademark information

Osaic Wealth Form CRS

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.

© 2025 Concierge Financial Organization. All rights reserved.

Website Design For Financial Services Professionals