by Randy Coleman | Aug 2, 2016 | Asset Protection, Beneficiary Designations, Discretionary Trusts, Domestic Asset Protection Trusts, Estate Planning, Florida Asset Protection, Spendthrift Trusts, Trust Administration, Trusts, Uncategorized |
How to Protect Your Heirs and Your Legacy from Bad Decisions and Outside Influences Estate planning is an important and everlasting gift you can give your family. And setting up a smooth inheritance to protect your heirs isn’t as hard as you might think. –...
by Randy Coleman | Mar 25, 2016 | Charitable Lead Trusts, Charitable Remainder Trusts, Discretionary Trusts, Domestic Asset Protection Trusts, Estate Planning, Estate Taxes, Grantor Retained Annuity Trusts, Irrevocable Trusts, Life Insurance Protection, Revocable Living Trusts, Special Needs Trusts, Spendthrift Trusts, Trusts |
Considering the myriad types of trusts available, creating an estate plan that works for your individual circumstances can seem daunting. However, that’s what we, as estate planning attorneys, do every day. We know the applicable laws, we learn about your own...
by Randy Coleman | Dec 18, 2014 | Discretionary Trusts, Estate Litigation, Estate Planning, Probate, Probate Litigation, Will Contests, Wills and Probate |
A will or trust contest can derail your final wishes, rapidly deplete your estate, and tear your loved ones apart. Unfortunately, we have the opportunity to observe such contests on a regular basis, and even among families where no one expected there would be any...
by Randy Coleman | Jun 17, 2014 | Asset Protection, Beneficiary Designations, Discretionary Trusts, Income Taxes, Individual Retirement Accounts, IRAs, Irrevocable Trusts, Retirement Accounts, Stand Alone Retirement Account Trusts |
In a unanimous opinion, the U.S. Supreme Court rules that funds held in an inherited individual retirement account (IRA) are not exempt from creditors in a bankruptcy proceeding because they are not retirement funds. Clark v. Rameker (U.S., No. 13-299, June 13, 2014)....
by Randy Coleman | Jan 7, 2014 | Disability Planning, Discretionary Trusts, Elder Care, Elder Law, Estate Planning, Guardianship, Irrevocable Trusts, Medicaid Planning, Medicare, Nursing Homes, Revocable Living Trusts, Social Security, Special Needs Trusts, Trust Administration, Trustee |
At The Coleman Law Firm, we take great pride in our service to clients with special needs family members. To deepen our knowledge and steep our expertise, I recently attended a Special Needs Planning Immersion Camp in Scottsdale, Arizona. Surrounded by dozens of the...
by Randy Coleman | Dec 11, 2013 | Advance Directives in Florida, Beneficiary Designations, Charitable Planning, Designation of Health Care Surrogate, Disability Planning, Discretionary Trusts, Durable Power of Attorney, Elder Care, Elder Law, Estate Planning, Guardianship, Health Care Power of Attorney, Individual Retirement Accounts, IRAs, Irrevocable Trusts, Living Will, Long Term Care, Medicaid Planning, Nursing Homes, Probate, Retirement Accounts, Retirement Planning, Revocable Living Trusts, ROTH IRAs, Special Needs Trusts, Spendthrift Trusts, Trust Administration, Wills and Probate |
A couple of days ago I received an email from a realtor who I recently met who had a question about estate planning. Her question was: What level of assets do your clients need to own before your services benefit them? After I responded to her question, she told me...
