by Randy Coleman | Feb 29, 2012 | Asset Protection, Beneficiary Designations, Estate Planning, Individual Retirement Accounts, IRAs, Retirement Accounts, Retirement Planning, Revocable Living Trusts |
There is a difference of opinion among estate planning professionals regarding designating a revocable living trust as a beneficiary of a 401(k) plan or other retirement plan (such as an IRA). Some of the differing opinions derive out of misconceptions involving the...
by Randy Coleman | Sep 23, 2011 | Estate Planning, Gun Trusts, Revocable Living Trusts |
There are special estate planning provisons that must be made for the transfer of Federally restricted firearms that you own. You can eliminate substantial federal compliance requirements through the use of a properly drafted “gun trust.” To...
by Randy Coleman | Sep 8, 2011 | Beneficiary Designations, Estate Planning, Individual Retirement Accounts, IRAs, Retirement Accounts, Retirement Planning, Revocable Living Trusts, ROTH IRAs |
An article in today’s Wall Street Journal and a recent Florida Supreme Court decision are emphatic reminders of why you should periodically review your beneficiary designations for retirement plans and life insurance policies. The Wall Street Journal...
by Randy Coleman | Aug 5, 2011 | Advance Directives in Florida, Durable Power of Attorney, Estate Planning, Guardianship, Health Care Power of Attorney, Living Will, Probate, Revocable Living Trusts, Tenancy by the Entireties, Titling of Assets, Wills and Probate |
One of my colleagues who is a member of WealthCounsel recently posted an article explaining why revocable living trusts are not just for the rich. I certainly concur with her sentiments and will emphasize a couple of the points she made.The primary advantage of...
by Randy Coleman | Jul 6, 2011 | Discretionary Trusts, Estate Planning, Revocable Living Trusts |
A timeless article appeared recently in Forbes.com – “Giving an Inheritance The Right Way.” Timeless because the points made in the article by Liz Davidson are true today, were true yesterday, and will be true tomorrow. Her first point is...
