by Randy Coleman | Jul 8, 2011 | Asset Protection, Elder Care, Medicaid Planning, Nursing Homes |
Earlier this week, at a lunch meeting with a financial advisor who has referred many estate planning clients to me over the past 15+ years, our discussion turned to an issue one of his clients was experiencing with regard to his elderly parents. This client’s...
by Randy Coleman | Jun 29, 2011 | Asset Protection, Business Owners |
This month’s Ridiculous Lawsuits of the month, as provided by the US Chamber Institute for Legal Reform offers more reasons to be concerned with asset protection. 1 – Unemployed Graduate Sues Law School over Lack of Job...
by Randy Coleman | Jun 9, 2011 | Asset Protection, Business Owners, Family Business, Physicians and Asset Protection |
An article in today’s Open Forum, by American Express, provides an analysis, and warning, for small business and family business owners about the potential liability pitfalls there are with regard to employees, and the regulation of employment relationships...
by Randy Coleman | Jun 7, 2011 | Asset Protection, Discretionary Trusts, Domestic Asset Protection Trusts, Estate Planning, Estate Taxes, Gift Tax, Income Taxes, Irrevocable Trusts, Life Insurance Protection |
Last night was a very interesting evening. As the guest of my good friend Dennis Rosa, a wealth manager at Morgan Stanley Smith Barney, I attended Morgan Stanley’s annual gift to the Northeast Florida community of bringing Andy Friedman to town. Andy...
by Randy Coleman | Apr 24, 2011 | Asset Protection, Business Owners, Corporate Compliance, Corporations, Family Business, Family Limited Partnership, Limited Liability Companies |
The May 1 deadline for filing the Annual Report for legal entities formed in the State of Florida is approaching. Whether you own or operate a corporation incorporated in Florida, a limited liability company organized under Florida law, or a general or limited...
by Randy Coleman | Apr 5, 2011 | Asset Protection, Estate Planning, Executor, Personal Representative, Probate, Tenancy by the Entireties, Wills and Probate |
A recent appellate court decision from Florida’s Fifth District Court of Appeal provides yet another reason for one to plan for the disposition of their estate in such a manner that probate can be avoided. The case is Bernadette Lauritsen, as Personal Representative...
