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 30, 2014 | Estate Planning, estate tax, Estate Taxes, Revocable Living Trusts |
Are you married and is the last time you and your spouse updated your estate plan more than a few years ago? Then chances are your estate plan contains good old “AB Trust” planning (also called “Marital and Family Trusts” or “QTIP” and “Bypass Trusts”) which, up...
by Randy Coleman | Jan 7, 2014 | Disability Planning, Discretionary Trusts, Elder Care, Elder Law, Estate Planning, Guardianship, Irrevocable Trusts, Medicaid Planning, Medicare, Nursing Homes, Revocable Living Trusts, Social Security, Special Needs Trusts, Trust Administration, Trustee |
At The Coleman Law Firm, we take great pride in our service to clients with special needs family members. To deepen our knowledge and steep our expertise, I recently attended a Special Needs Planning Immersion Camp in Scottsdale, Arizona. Surrounded by dozens of the...
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 | Sep 5, 2013 | Estate Planning, Revocable Living Trusts, Titling of Assets |
Earlier this week we began working with some new clients whose father recently passed away. The father (whose wife passed last year) had established a revocable living trust several years ago. The clients, the father’s sons, did not understand why it was...
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...
