What happens if you die while you are still in the DROP ?
Who are the Beneficiaries for your Lump Sum Money ?
There are specific FRS DROP Beneficiary Forms that need to be completed, in writing, and then filed with FRS.
Have you done this ?
Have you confirmed that FRS DROP has your correct Beneficiaries named ?
Do your DROP Beneficiary forms need to be updated ?
How do You change your Beneficiaries with FRS DROP ?
The larger Question is : Do You have a Will or a Trust ?
These are important Money Matters for You and your Family.
Fraser Allport, your Florida DROP Specialist, can help
you with the required FRS DROP Beneficiary forms.
Fraser Allport is a Fiduciary, an Investment Advisor,
and a Certified Estate Planner ™ with 37 years of experience.
Fraser is an Independent, and the Owner.
Call Fraser Allport, your Florida DROP Specialist, at 386.882.6256 for your
Complimentary Consultation about your DROP, Social Security, Medicare,
Income Tax, Retirement and Estate Planning questions.
Knowledgeable in every aspect of Financial Services, Fraser is The Total Advisor ™ –
An experienced and Independent Fiduciary for all your financial needs.
Call Fraser for answers.
It’s a Complimentary Consultation.
- Fraser can help you with the very first steps that you must take to exit your DROP.
- Fraser can help you meet the dates and deadlines for filing your DROP Exit forms.
- Fraser can help you determine what forms are needed, and help you complete them.
- Fraser can help you with independent choices for wisely investing your DROP Rollover money.
- Fraser can help you optimize your un-used Sick Days and Vacation Days in your DROP.
- Fraser can help you maximize your Social Security benefits for you and also for your Spouse. Note: Social Security decisions are irrevocable after 12 months.
- Fraser can help you with your Health Insurance, Medicare, Home and Long Term Care choices. Most Long-Term Care occurs in your Home.
- Fraser can help you coordinate your Retirement Plans with your Spouse’s Retirement Plans. You and your Spouse want to be in synch about Retirement.
- Fraser can help you legally reduce your Income Taxes in Retirement. This can save you mucho money over the rest of your Life. Don’t over-pay your Income Taxes.
- Fraser can help you with your Estate and Legacy Planning. Fraser is a Certified Estate Planner™. Leave A Legacy, not A Mess.
- Fraser can help you Get Your House In Order with Wills, Trusts, Powers of Attorney, A Living Will, Health Care Directives, Final Expenses, etc.
- Fraser can help you with a Home Health Care Plan, customized for you. Act now, while your health still qualifies. Home Health Care is the future of Long Term Care.