by Randy Coleman | Nov 6, 2014 | Asset Protection, Crazy Lawsuits, Domestic Asset Protection Trusts, Exemption Planning, Family Limited Partnership, Limited Liability Companies, Off Shore Trusts and Financial Accounts, Titling of Assets |
Understanding Losses: Liability Exposure We live in a litigious society. Lawsuits abound, whether deserved or not. If you own property or stock that was purchased at a low price and has had high appreciation, it is at risk to litigation and creditors—even if you are...
by Randy Coleman | Jul 28, 2014 | Estate Planning, Life Estates, Probate, Titling of Assets |
Many individuals use life estate deeds in an effort to avoid probate and eliminate the need to hire an attorney to prepare a last will and testament, or a trust. Unfortunately, when someone uses a life estate deed, they lose control over the distribution of their...
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...
by Randy Coleman | Feb 11, 2013 | Beneficiary Designations, Estate Planning, IRAs, Titling of Assets, Wills and Probate |
For the last two months, we have been singularly focused on helping people get their end of the year planning in place and moving our office to a new location. The year end for 2012 was more busy than usual because of all of the uncertainty surrounding the tax...
by Randy Coleman | Aug 25, 2012 | Asset Protection, Exemption Planning, Physicians and Asset Protection, Titling of Assets |
On September 11, 2012, The Diamond Group (an investment firm) is hosting a dinner meeting for members and prospective members of the Duval County Medical Society. Arni Diamond, the principal for The Diamond Group has invited me to speak on the topic of asset...
