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...
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 | 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...
by Randy Coleman | Apr 16, 2013 | Asset Protection, Beneficiary Designations, Charitable Planning, Durable Power of Attorney, Estate Planning, Health Care Power of Attorney, Individual Retirement Accounts, Probate, Retirement Planning, Revocable Living Trusts, Special Needs Trusts, Titling of Assets, Wills and Probate |
Did you know that April is National Financial Literacy Month? This is the perfect time to sit down with your loved ones to discuss your financial and estate planning objectives. To help you move the discussion forward, we would like to suggest three action...
by Randy Coleman | Mar 13, 2013 | Asset Protection, Beneficiary Designations, Estate Planning, Income Taxes, Individual Retirement Accounts, IRAs, Irrevocable Trusts, Retirement Accounts, Retirement Planning, Revocable Living Trusts |
Many people have large IRAs and retirement plan accounts and need special estate planning for these assets. A 2009 study by the Investment Company Institute found that retirement plans account for 34% of all household financial assets, up from 14% in 1978; IRAs alone...
by Randy Coleman | Feb 29, 2012 | Asset Protection, Beneficiary Designations, Estate Planning, Individual Retirement Accounts, IRAs, Retirement Accounts, Retirement Planning, Revocable Living Trusts |
There is a difference of opinion among estate planning professionals regarding designating a revocable living trust as a beneficiary of a 401(k) plan or other retirement plan (such as an IRA). Some of the differing opinions derive out of misconceptions involving the...
