by Randy Coleman | Jul 12, 2013 | Advance Directives in Florida, Disability Planning, Do Not Resucitate Order, Durable Power of Attorney, Elder Care, Elder Law, Estate Planning, Health Care Power of Attorney, Living Will, Long Term Care, Medicaid Planning, Medicare, Nursing Homes, Retirement Planning, Social Security, VA Benefits, Veterans Pension Benefits |
You’ve heard people say it and maybe you have even said it yourself. “Don’t worry Mom or Dad, I’ll take care of you in your old age.”This always seems to be a simple loving gesture on your part as you see them beginning to age and settle into...
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 | Jan 20, 2013 | Charitable Planning, Estate Planning, estate tax, Estate Taxes, Gift Tax, Income Taxes, Internal Revenue Service (IRS), Retirement Planning |
Here’s Our Take On What the New Tax Law Means to You The law passed at New Years to deal with the so-called “fiscal cliff” included revisions to estate, gift and generation-skipping transfer (“GST”) tax laws and income tax laws that will affect...
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...
