by Randy Coleman | Jan 12, 2020 | Beneficiary Designations, Estate Planning, Estate Planning Lawyer, Income Taxes, Individual Retirement Accounts, IRAs, Retirement Accounts, Retirement Planning, Revocable Living Trusts, ROTH IRAs, Stand Alone Retirement Account Trusts |
Why You Need to Act Now to Protect 1/3 of Your Retirement Accounts and Avoid the Negative Impact of the Secure Act! The Setting Every Community Up for Retirement Enhancement Act (from now on the “Secure Act”) became law effective January 1, 2020. You can’t change...
by Randy Coleman | Nov 24, 2019 | Advance Directives in Florida, Business Owners, Business Succession Planning, Buy-Sell Agreements, Designation of Health Care Surrogate, Disability Planning, Durable Power of Attorney, Estate Planning, Estate Planning Lawyer, Family Business, Guardianship, Health Care Power of Attorney, HIPAA, Intestacy, Living Will, Medicaid Planning, Nursing Homes, Premarital Agreements, Probate, Probate Lawyer in Florida, Revocable Living Trusts, Trust Administration, Trusts, Wills & Trusts Law |
People often ask us: “When is the best time for estate planning?” The best answer to that question is: Before you die, or become incapacitated! If you can tell me when you are going to die, I can tell you the ideal time to engage in the art and science of...
by Randy Coleman | Jul 2, 2019 | Elder Law Attorney, Estate Planning, Estate Planning Lawyer, Probate Lawyer in Florida |
Best Wishes from The Coleman Law Firm for an enjoyable and patriotic celebration of the birth of America. We encourage you to review America’s Declaration of Independence that provides the foundation for so many of our freedoms as Americans. To honor our Life,...
by Randy Coleman | Jun 20, 2019 | Estate Litigation, Estate Planning, Personal Representative, Probate, Probate Law, Probate Litigation, Will Challenges, Will Contests, Wills & Trusts Law, Wills and Probate |
How do you contest a will where you had a loving relationship with your mother and she always said she would leave everything to you and your siblings. After she died, you discover she had recently written a new will, leaving everything to her housekeeper. Is there...
by Randy Coleman | May 23, 2019 | Estate Planning |
Happy Memorial Day to all – Please Remember and Honor those who sacrificed their lives while serving in the U.S. Military protecting the freedoms we enjoy in this...
by Randy Coleman | Apr 11, 2019 | Annuities, Asset Protection, Business Owners, Business Succession Planning, Buy-Sell Agreements, Charging Order Protection, Corporations, Discretionary Trusts, Domestic Asset Protection Trusts, Estate Planning, Exemption Planning, Family Limited Partnership, Florida Asset Protection, Irrevocable Trusts, Limited Liability Companies, Physicians and Asset Protection, Premises Liability, Retirement Accounts, ROTH IRAs, Spendthrift Trusts, Tenancy by the Entireties, Titling of Assets, Trusts |
These three asset protection tips can help physicians, business owners, and other professionals protect their assets from various types of creditors. Whether you are a physician or not, you probably know that the practice of medicine is a profession fraught...
by Randy Coleman | Mar 22, 2019 | Disability Planning, Discretionary Trusts, Estate Planning, Health Care Power of Attorney, Irrevocable Trusts, Long Term Care, Medicaid Planning, Nursing Homes, Personal Care Contracts, Social Security, Special Needs Trusts, Spendthrift Trusts, Trust Administration, Trustee, Trusts |
A special needs trust, sometimes called a supplemental needs trust, is designed to provide a person with a disability the funds to enhance her quality of life while at the same time allowing her to remain eligible for needs-based public...
by Randy Coleman | Feb 14, 2019 | Disability Planning, Durable Power of Attorney, Estate Planning, Health Care Power of Attorney, HIPAA, No Will, Retirement Accounts, Retirement Planning, Revocable Living Trusts, Stand Alone Retirement Account Trusts, Trusts, Wills & Trusts Law |
There are several reasons why you should update your trust or perhaps your entire estate plan. While estate planning documents do not necessarily have a shelf life, they may not fulfill your goals when your circumstances change. You cannot avoid the need to update...
by Randy Coleman | Jan 31, 2019 | Advance Directives in Florida, Dementia, Designation of Health Care Surrogate, Disability Planning, Elder Care, Elder Law, Estate Planning, Gun Trusts, Probate, Probate Law, Wills and Probate |
Having an elderly loved one with dementia can be scary, but if you add in guns and firearms, it can also get dangerous. To prevent harm to both the individual with dementia and others, it is important to plan ahead for how to deal with any weapons. ...
by Randy Coleman | Nov 13, 2018 | Estate Planning, estate tax, Estate Taxes, Income Taxes, Retirement Planning, Trusts, Wills & Trusts Law, Wills and Probate |
What’s the impact of midterm elections and estate planning? Estate planning is meant to be an ongoing process, not a one-time transaction. In the same way that you never stop budgeting, saving, and investing as you go through life, it is also sensible to see...