by Randy Coleman | May 16, 2017 | Disability Planning, Discretionary Trusts, Estate Planning, Irrevocable Trusts, Life Insurance Protection, Revocable Living Trusts, Special Needs Trusts, Spendthrift Trusts, Trustee, Trusts, Wills & Trusts Law |
Substance addiction is by no means rare, impacting as many as one in seven Americans. Because of its prevalence, navigating a loved one’s addiction recovery is actually a relatively common topic in everyday life. But you should also consider it when working on your...
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 | Jan 2, 2015 | Advance Directives in Florida, Annuities, Asset Protection, Beneficiary Designations, Designation of Health Care Surrogate, Durable Power of Attorney, Estate Planning, Individual Retirement Accounts, IRAs, Joint Tenants with Right of Survivorship, Life Insurance Protection, Living Will, Personal Representative, Probate, Retirement Accounts, Revocable Living Trusts, Tenancy by the Entireties, Tenancy in Common, Titling of Assets, Trustee, Wills and Probate |
It’s the New Year and everyone has their list of resolutions that probably won’t be followed for more than a month or two. From the estate planning perspective, that is enough time to review and ensure that your estate planning house is in order, if you...
by Randy Coleman | Nov 14, 2014 | Estate Planning, Life Insurance Protection, Retirement Planning |
We use a variety of insurance products to manage risk in different areas of our lives in order to protect our wealth from losses that can come from property damage, businesses we own, disability, retirement and death. Instead of considering these products as separate...
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 | 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...
