by Randy Coleman | Nov 24, 2019 | Advance Directives in Florida, Business Owners, Business Succession Planning, Buy-Sell Agreements, Designation of Health Care Surrogate, Disability Planning, Durable Power of Attorney, Estate Planning, Estate Planning Lawyer, Family Business, Guardianship, Health Care Power of Attorney, HIPAA, Intestacy, Living Will, Medicaid Planning, Nursing Homes, Premarital Agreements, Probate, Probate Lawyer in Florida, Revocable Living Trusts, Trust Administration, Trusts, Wills & Trusts Law |
People often ask us: “When is the best time for estate planning?” The best answer to that question is: Before you die, or become incapacitated! If you can tell me when you are going to die, I can tell you the ideal time to engage in the art and science of...
by Randy Coleman | Mar 22, 2019 | Disability Planning, Discretionary Trusts, Estate Planning, Health Care Power of Attorney, Irrevocable Trusts, Long Term Care, Medicaid Planning, Nursing Homes, Personal Care Contracts, Social Security, Special Needs Trusts, Spendthrift Trusts, Trust Administration, Trustee, Trusts |
A special needs trust, sometimes called a supplemental needs trust, is designed to provide a person with a disability the funds to enhance her quality of life while at the same time allowing her to remain eligible for needs-based public...
by Randy Coleman | Mar 10, 2018 | Asset Protection, Durable Power of Attorney, Estate Planning, Florida Asset Protection, Premises Liability, Revocable Living Trusts, Trust Administration, Trustee, Wills and Probate |
A comprehensive estate plan should address all of your assets, and if you own rental property it should include appropriate asset protection considerations. For most people, an estate plan must include three common categories: (1) your home; (2) financial accounts,...
by Randy Coleman | Apr 13, 2017 | Disability Planning, Estate Planning, Executor, Trust Administration, Trustee, Uncategorized |
If you have a revocable living trust, you probably named yourself as trustee so you can continue to manage your own financial affairs, but eventually someone, as your successor trustee, will need to step in for you when you are no longer able to act due to incapacity...
by Randy Coleman | Aug 2, 2016 | Asset Protection, Beneficiary Designations, Discretionary Trusts, Domestic Asset Protection Trusts, Estate Planning, Florida Asset Protection, Spendthrift Trusts, Trust Administration, Trusts, Uncategorized |
How to Protect Your Heirs and Your Legacy from Bad Decisions and Outside Influences Estate planning is an important and everlasting gift you can give your family. And setting up a smooth inheritance to protect your heirs isn’t as hard as you might think. –...
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...
