by Randy Coleman | Apr 11, 2019 | Annuities, Asset Protection, Business Owners, Business Succession Planning, Buy-Sell Agreements, Charging Order Protection, Corporations, Discretionary Trusts, Domestic Asset Protection Trusts, Estate Planning, Exemption Planning, Family Limited Partnership, Florida Asset Protection, Irrevocable Trusts, Limited Liability Companies, Physicians and Asset Protection, Premises Liability, Retirement Accounts, ROTH IRAs, Spendthrift Trusts, Tenancy by the Entireties, Titling of Assets, Trusts |
These three asset protection tips can help physicians, business owners, and other professionals protect their assets from various types of creditors. Whether you are a physician or not, you probably know that the practice of medicine is a profession fraught...
by Randy Coleman | May 22, 2017 | Beneficiary Designations, Designation of Health Care Surrogate, Durable Power of Attorney, Estate Planning, Guardian of a minor child, Health Care Power of Attorney, Non-Traditional Family, Premarital Agreements, Tenancy by the Entireties, Titling of Assets, Uncategorized, Wills & Trusts Law |
Estate planning is the process of developing a strategy for the care and management of your estate if you become incapacitated and upon your death. One commonly known purpose of estate planning is to minimize taxes and costs, including taxes imposed on gifts, estates,...
by Randy Coleman | Mar 7, 2016 | Estate Planning, Estate Taxes, Executor, Probate, Probate Law, Titling of Assets, Trust Administration, Trustee, Trusts, Wills & Trusts Law, Wills and Probate |
Most people understand that having some sort of an estate plan is, as Martha Stewart would say, a “good thing.” However, many of us don’t take the steps to get that estate plan in place because we don’t understand the nuances between wills, trusts & dying...
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 22, 2016 | Asset Protection, Charging Order Protection, Exemption Planning, Limited Liability Companies, Physicians and Asset Protection, Tenancy by the Entireties, Titling of Assets |
The practice of medicine is a profession fraught with liability. It’s not just medical malpractice claims either – employment related issues (wrongful termination, sexual harassment, and discrimination), careless business partners and employees, and contractual...
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...