by Randy Coleman | Jan 6, 2017 | Advance Directives in Florida, Beneficiary Designations, Designation of Health Care Surrogate, Disability Planning, Durable Power of Attorney, Health Care Power of Attorney, Intestacy, Joint Tenants with Right of Survivorship, Living Will, No Will, Personal Representative, Probate, Probate Law, Revocable Living Trusts, Tenancy by the Entireties, Trusts, Uncategorized, Wills & Trusts Law, Wills and Probate |
The beginning of a new year is a good time to take a look at your estate plan to make sure it is up to date. Less than half of people in the US actually have any estate planning documents in place and many of those people may have outdated documents. Documents that...
by Randy Coleman | Jun 2, 2016 | Estate Planning, estate tax, Estate Taxes, Income Taxes, Revocable Living Trusts, Uncategorized, Wills & Trusts Law |
A once-popular, and almost universally used, estate planning tool for those with estates subject to the estate tax, may now cost families more in taxes, income and estate, than it saves. Changes in the estate tax law have made the “by-pass trust” a less...
by Randy Coleman | May 22, 2016 | Beneficiary Designations, Estate Planning, Guardianship, Individual Retirement Accounts, Irrevocable Trusts, Life Estates, No Will, Probate, Retirement Accounts, Revocable Living Trusts, Uncategorized, Wills & Trusts Law, Wills and Probate |
What Are Beneficiary Designations or Transfer on Death Designations? Many people use beneficiary designations as an alternative to doing proper estate planning. Why not? It’s quick and easy! It avoids probate! It allows you to rest easy that you have provided...
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 | Mar 1, 2016 | Estate Planning, Executor, Irrevocable Trusts, Personal Representative, Probate, Probate Law, Revocable Living Trusts, Spendthrift Trusts, Titling of Assets, Trust Administration, Trustee, Will Contests, Wills & Trusts Law, Wills and Probate |
Confused about the differences between wills and trusts? If so, you’re not alone. While it’s always wise to contact experts like us, it’s also important to understand the basics. Here’s a quick and simple reference guide: What Revocable Living Trusts Can Do – That...
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...
