by Randy Coleman | Aug 25, 2012 | Asset Protection, Exemption Planning, Physicians and Asset Protection, Titling of Assets |
On September 11, 2012, The Diamond Group (an investment firm) is hosting a dinner meeting for members and prospective members of the Duval County Medical Society. Arni Diamond, the principal for The Diamond Group has invited me to speak on the topic of asset...
by Randy Coleman | Aug 24, 2012 | Asset Protection, Business Owners, Business Succession Planning, Corporate Compliance, Corporations, Family Business, Income Taxes, Internal Revenue Service (IRS), Life Insurance Protection, Small Business Law |
What happens when a company loses its top salesperson to a tragic accident? Imagine that the salesperson drove 40 percent of the company’s million-dollar-a-month revenue. Can the remaining, less experienced sales staff compensate for the loss? Do the...
by Randy Coleman | Aug 23, 2012 | Estate Planning, Income Taxes, Retirement Accounts, ROTH IRAs |
Now that the health care law has been declared constitutional, the remaining provisions will be going into effect. One little known provision is a new 3.8% investment income surtax, also called the health care surtax or the Medicare tax; it will go into effect on...
by Randy Coleman | Jul 27, 2012 | Advance Directives in Florida, Designation of Health Care Surrogate, Disability Planning, Durable Power of Attorney, Elder Care, Elder Law, Estate Planning, Health Care Power of Attorney, Living Will, Long Term Care, Medicaid Planning, Medicaid Qualified Irrevocable Income Only Trust, Nursing Homes, VA Aid and Attendance, VA Benefits, Veterans Pension Benefits |
We’re co-sponsoring a free lunch and learn seminar on July 31, 2012 to talk about Elder law issues affecting Florida’s seniors and the elderly. Why the information you will learn at this seminar will be important to you: 1. You will learn how to pay for...
by Randy Coleman | Jul 27, 2012 | Asset Protection, Beneficiary Designations, Estate Litigation, Estate Planning, Exemption Planning, Life Insurance Protection, Personal Representative, Probate, Probate Litigation, Revocable Living Trusts, Trust Administration, Will Contests, Wills and Probate |
Most people correctly believe that life insurance proceeds are exempt from creditors’ claims in Florida. That is an accurate paraphrasing of Florida Statutes, Section 222.13.Most people incorrectly believe that it makes no difference who is the beneficiary...
