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 | Nov 3, 2013 | Disability Planning, Estate Planning, Medicaid Planning, Special Needs Trusts |
We recently met with new clients after they moved from another state. The mother was concerned about her estate planning, especially concerning her disabled son, after another local attorney told her there was “no such thing” as special needs planning in...
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 | Jul 4, 2013 | Disability Planning, Elder Care, Elder Law, Estate Planning, Long Term Care, Medicaid Planning, Medicaid Qualified Irrevocable Income Only Trust, Medicare, Nursing Homes, Qualified Income Trust, Special Needs Trusts |
An article in yesterday’s Wall Street Journal reminds us of how difficult a task it has become to plan for our long term care. With the baby boomer generation turning 65 at the rate of 10,000 per day, the issue of long term care planning is becoming more...
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...
