by Randy Coleman | Nov 4, 2012 | Asset Protection, Business Owners, Business Succession Planning, Estate Planning, estate tax, Estate Taxes, Exemption Planning, Family Business, Gift Tax, Intentionally Defective Grantor Trusts, Internal Revenue Service (IRS), Irrevocable Trusts, Premarital Agreements, Revocable Living Trusts, Small Business Law, Trustee, Wills and Probate |
We have discussed the 2012 tax-saving opportunity quite a bit here lately. You can read previous posts here and here. This article continues our conversation by providing our clients and readers a number of factors to consider when deciding whether to gift or not to...
by Randy Coleman | Aug 30, 2012 | Discretionary Trusts, Estate Planning, estate tax, Estate Taxes, Exemption Planning, Gift Tax, Irrevocable Trusts, Retirement Planning, Revocable Living Trusts, Wills and Probate |
Legislation in effect until December 31, 2012 makes the present a particularly important time for tax planning. In late 2010, Congress passed and the President signed into law the Tax Relief, Unemployment Insurance Reauthorization and Job Creation Act of 2010...
by Randy Coleman | Jul 10, 2012 | Business Owners, Business Succession Planning, Buy-Sell Agreements, Estate Planning, Estate Taxes, Family Limited Partnership |
I hold a special place in my heart for the family farm. My paternal and maternal grandparents were farmers. Their fields of peanuts, soybeans, tobacco, corn, and livestock fed our family and many others in South Alabama and the Florida panhandle. Like many of you,...
by Randy Coleman | Sep 9, 2011 | Asset Protection, Beneficiary Designations, Business Owners, Business Succession Planning, Buy-Sell Agreements, Estate Planning, Estate Taxes, Life Insurance Protection, Small Business Law |
Why don’t women understand the need and importance of estate planning? It happens at least once a week. A woman comes to my office because some matter of urgency has triggered the “fear factor” and “forced” them to consult...
by Randy Coleman | Jul 10, 2011 | Asset Protection, Business Owners, Business Succession Planning, Charging Order Protection, Corporations, Estate Planning, Estate Taxes, Family Business, Gift Tax, Income Taxes, Internal Revenue Service (IRS), Limited Liability Companies, Small Business Law |
In the 2010 case of Olmstead vs. Federal Trade Commission, the Florida Supreme Court ruled that the “charging order” was not the sole and exclusive remedy for a judgment creditor of a single-member limited liability company (“LLC”) (we...
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...
