by Randy Coleman | Nov 18, 2013 | Estate Planning, Estate Taxes, Long Term Care, Retirement Planning, Wills and Probate |
The following article is reprinted from the GiftLegacy eNewsletter published by the Arthritis Foundation, and written by Philip Walters, the Director of Planned Giving for the Foundation.Personal PlannerTen Reasons to Update Your Estate PlanYou have completed a will...
by Randy Coleman | Nov 3, 2013 | Disability Planning, Estate Planning, Medicaid Planning, Special Needs Trusts |
We recently met with new clients after they moved from another state. The mother was concerned about her estate planning, especially concerning her disabled son, after another local attorney told her there was “no such thing” as special needs planning in...
by Randy Coleman | Sep 5, 2013 | Estate Planning, Revocable Living Trusts, Titling of Assets |
Earlier this week we began working with some new clients whose father recently passed away. The father (whose wife passed last year) had established a revocable living trust several years ago. The clients, the father’s sons, did not understand why it was...
by Randy Coleman | Jul 23, 2013 | Estate Planning, Estate Taxes, Irrevocable Trusts, Life Insurance Protection, Probate, Special Needs Trusts, Spendthrift Trusts |
There has been a lot of discussion about James Gandolfini’s will and his estate planning – or perhaps lack of estate planning might be more accurate. A Forbes article a couple of days ago outlines the biggest shortcomings of Gandolfini’s estate...
by Randy Coleman | Jul 16, 2013 | Advance Directives in Florida, Designation of Health Care Surrogate, Disability Planning, Durable Power of Attorney, Elder Care, Elder Law, Estate Planning, Health Care Power of Attorney, Individual Retirement Accounts, IRAs, Living Will, Long Term Care, Medicaid Planning, Medicare, Nursing Homes, Retirement Accounts, Retirement Planning, ROTH IRAs, Social Security, Veterans Pension Benefits |
The aging, healthcare and special needs conversation is vitally important to you and your family. Except for government employees and Social Security, retirement plans that pay benefits until death are pretty much a thing of the past. Plus, people today are living...
by Randy Coleman | Jul 12, 2013 | Advance Directives in Florida, Disability Planning, Do Not Resucitate Order, Durable Power of Attorney, Elder Care, Elder Law, Estate Planning, Health Care Power of Attorney, Living Will, Long Term Care, Medicaid Planning, Medicare, Nursing Homes, Retirement Planning, Social Security, VA Benefits, Veterans Pension Benefits |
You’ve heard people say it and maybe you have even said it yourself. “Don’t worry Mom or Dad, I’ll take care of you in your old age.”This always seems to be a simple loving gesture on your part as you see them beginning to age and settle into...
