by Randy Coleman | Dec 3, 2014 | Disability Planning, Elder Care, Estate Planning, Estate Taxes, Financial Abuse of the Elderly, Guardianship, Long Term Care, Personal Representative, Probate, Revocable Living Trusts, Trust Administration, Will Contests, Wills and Probate |
With the end of the year fast approaching, now is the time to fine tune your estate plan before you get caught up in the chaos of the holiday season. One area of planning that many people overlook is ensuring that their final wishes remain private. Will Your Final...
by Randy Coleman | Jul 28, 2014 | Estate Planning, Life Estates, Probate, Titling of Assets |
Many individuals use life estate deeds in an effort to avoid probate and eliminate the need to hire an attorney to prepare a last will and testament, or a trust. Unfortunately, when someone uses a life estate deed, they lose control over the distribution of their...
by Randy Coleman | Apr 30, 2014 | Estate Litigation, Estate Planning, Executor, Personal Representative, Probate, Probate Litigation, Will Contests, Wills and Probate |
ElderlawAnswers.com provides us with information that the Florida Supreme Court rules that money acquired by a woman after executing a form will she obtained from the Internet should be distributed according to the laws of intestacy because the Internet will did not...
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 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 | 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...
