by Randy Coleman | Jan 2, 2015 | Advance Directives in Florida, Annuities, Asset Protection, Beneficiary Designations, Designation of Health Care Surrogate, Durable Power of Attorney, Estate Planning, Individual Retirement Accounts, IRAs, Joint Tenants with Right of Survivorship, Life Insurance Protection, Living Will, Personal Representative, Probate, Retirement Accounts, Revocable Living Trusts, Tenancy by the Entireties, Tenancy in Common, Titling of Assets, Trustee, Wills and Probate |
It’s the New Year and everyone has their list of resolutions that probably won’t be followed for more than a month or two. From the estate planning perspective, that is enough time to review and ensure that your estate planning house is in order, if you...
by Randy Coleman | Dec 18, 2014 | Discretionary Trusts, Estate Litigation, Estate Planning, Probate, Probate Litigation, Will Contests, Wills and Probate |
A will or trust contest can derail your final wishes, rapidly deplete your estate, and tear your loved ones apart. Unfortunately, we have the opportunity to observe such contests on a regular basis, and even among families where no one expected there would be any...
by Randy Coleman | Dec 3, 2014 | Disability Planning, Elder Care, Estate Planning, Estate Taxes, Financial Abuse of the Elderly, Guardianship, Long Term Care, Personal Representative, Probate, Revocable Living Trusts, Trust Administration, Will Contests, Wills and Probate |
With the end of the year fast approaching, now is the time to fine tune your estate plan before you get caught up in the chaos of the holiday season. One area of planning that many people overlook is ensuring that their final wishes remain private. Will Your Final...
by Randy Coleman | Nov 14, 2014 | Estate Planning, Life Insurance Protection, Retirement Planning |
We use a variety of insurance products to manage risk in different areas of our lives in order to protect our wealth from losses that can come from property damage, businesses we own, disability, retirement and death. Instead of considering these products as separate...
by Randy Coleman | Nov 6, 2014 | Asset Protection, Crazy Lawsuits, Domestic Asset Protection Trusts, Exemption Planning, Family Limited Partnership, Limited Liability Companies, Off Shore Trusts and Financial Accounts, Titling of Assets |
Understanding Losses: Liability Exposure We live in a litigious society. Lawsuits abound, whether deserved or not. If you own property or stock that was purchased at a low price and has had high appreciation, it is at risk to litigation and creditors—even if you are...
