by Randy Coleman | May 21, 2011 | Veterans Pension Benefits |
As we celebrate Armed Forces Day today in Jacksonville, and as Memorial Day approaches, and we prepare to honor those who have sacrificed their lives for our country, we need also to honor those who served and are now elderly or disabled, and on a fixed income. ...
by Randy Coleman | May 15, 2011 | Advance Directives in Florida, Durable Power of Attorney, Elder Care, Estate Planning, IRAs, Retirement Accounts |
An article in Saturday’s Wall Street Journal, “Power Grab,” reminds us that one of the most useful estate planning tools is the durable power of attorney. However, without some guidance – and some controls – a durable power of...
by Randy Coleman | May 11, 2011 | Elder Care, Estate Planning, Retirement Planning |
A recent book release is one that should be of interest to all seniors and their advisors. It discusses the challenges we face as we grow older. The authors employ an engaging and often humorous tone, in New Times, New...
by Randy Coleman | May 8, 2011 | Elder Care, Medicaid Planning, Medicaid Qualified Irrevocable Income Only Trust, Nursing Homes, Personal Care Contracts |
The Florida legislature passed a fairly massive overhaul of the Medicaid law in Florida last Friday just before adjourning this year’s legislative session. The Florida Senate President called it “a momentous moment and the most comprehensive reform...
by Randy Coleman | May 2, 2011 | estate tax, Estate Taxes, Income Taxes, Individual Retirement Accounts, Internal Revenue Service (IRS), IRAs, Retirement Accounts, ROTH IRAs |
As everyone is generally aware, Congress and state legislatures are in session and passing new laws. Unfortunately, many of them are laws dealing with increasing taxes, directly or indirectly. In other words, the statutes governing taxes at the federal,...
