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 | 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 | May 3, 2013 | Annuities, Asset Protection, Charitable Lead Trusts, Charitable Planning, Charitable Remainder Trusts, Grantor Retained Annuity Trusts, Income Taxes, Individual Retirement Accounts, IRAs, Life Insurance Protection, Retirement Accounts, Retirement Planning, ROTH IRAs |
The American Taxpayer Relief Act of 2012 (which became law on January 2, 2013) made permanent the temporary estate/gift/generation-skipping transfer tax exemptions established in December 2010, increased the rate on non-exempt estates/gifts/generation-skipping...
