by Randy Coleman | Aug 27, 2012 | Asset Protection, Charitable Planning, Disability Planning, Estate Planning, Life Insurance Protection, Long Term Care, Medicaid Planning, Medicare, Nursing Homes, Personal Care Contracts, Retirement Accounts, Retirement Planning, Social Security, Special Needs Trusts, Trust Administration |
Recently, The Coleman Law Firm was privileged to be a sponsor of the 10th Annual Angelwood Fashion Show and Luncheon, a wonderful event that raises funds for programs supporting children and adults with Autism, Cerebral Palsy, Down’s syndrome, Spina Bifida and...
by Randy Coleman | Aug 24, 2012 | Asset Protection, Business Owners, Business Succession Planning, Corporate Compliance, Corporations, Family Business, Income Taxes, Internal Revenue Service (IRS), Life Insurance Protection, Small Business Law |
What happens when a company loses its top salesperson to a tragic accident? Imagine that the salesperson drove 40 percent of the company’s million-dollar-a-month revenue. Can the remaining, less experienced sales staff compensate for the loss? Do the...
by Randy Coleman | Jul 27, 2012 | Asset Protection, Beneficiary Designations, Estate Litigation, Estate Planning, Exemption Planning, Life Insurance Protection, Personal Representative, Probate, Probate Litigation, Revocable Living Trusts, Trust Administration, Will Contests, Wills and Probate |
Most people correctly believe that life insurance proceeds are exempt from creditors’ claims in Florida. That is an accurate paraphrasing of Florida Statutes, Section 222.13.Most people incorrectly believe that it makes no difference who is the beneficiary...
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 | 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...
