by Randy Coleman | Dec 18, 2013 | Asset Protection, Disability Planning, Elder Care, Elder Law, Long Term Care, Medicaid Planning, Medicaid Qualified Irrevocable Income Only Trust, Nursing Homes, Qualified Income Trust |
As a law firm with our focus on elder law matters, estate planning, probate and trust administration, and related areas of the law, our lawyers participate in many forums to keep up to date with current developments in those areas of the law. One of those forums is a...
by Randy Coleman | Dec 11, 2013 | Advance Directives in Florida, Beneficiary Designations, Charitable Planning, Designation of Health Care Surrogate, Disability Planning, Discretionary Trusts, Durable Power of Attorney, Elder Care, Elder Law, Estate Planning, Guardianship, Health Care Power of Attorney, Individual Retirement Accounts, IRAs, Irrevocable Trusts, Living Will, Long Term Care, Medicaid Planning, Nursing Homes, Probate, Retirement Accounts, Retirement Planning, Revocable Living Trusts, ROTH IRAs, Special Needs Trusts, Spendthrift Trusts, Trust Administration, Wills and Probate |
A couple of days ago I received an email from a realtor who I recently met who had a question about estate planning. Her question was: What level of assets do your clients need to own before your services benefit them? After I responded to her question, she told me...
by Randy Coleman | Nov 18, 2013 | Estate Planning, Estate Taxes, Long Term Care, Retirement Planning, Wills and Probate |
The following article is reprinted from the GiftLegacy eNewsletter published by the Arthritis Foundation, and written by Philip Walters, the Director of Planned Giving for the Foundation.Personal PlannerTen Reasons to Update Your Estate PlanYou have completed a will...
by Randy Coleman | Nov 3, 2013 | Disability Planning, Estate Planning, Medicaid Planning, Special Needs Trusts |
We recently met with new clients after they moved from another state. The mother was concerned about her estate planning, especially concerning her disabled son, after another local attorney told her there was “no such thing” as special needs planning in...
by Randy Coleman | Sep 5, 2013 | Estate Planning, Revocable Living Trusts, Titling of Assets |
Earlier this week we began working with some new clients whose father recently passed away. The father (whose wife passed last year) had established a revocable living trust several years ago. The clients, the father’s sons, did not understand why it was...
