Wills and Trusts: A Quick & Simple Reference Guide

Wills and Trusts: A Quick & Simple Reference Guide

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...

Estate Planning Tip – Check the Privacy of Your Estate Plan

With the end of the year fast approaching, now is the time to fine tune your estate plan before you get caught up in the chaos of the holiday season. One area of planning that many people overlook is ensuring that their final wishes remain private. Will Your Final...

A SECURE FUTURE: SPECIAL NEEDS PLANNING

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...

Estate Planning Needed For Any Estate

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...

Increasing Importance of Special Needs Planning

Recently, The Coleman Law Firm was privileged to be a sponsor of the 10th Annual Angelwood Fashion Show and Luncheon, a wonderful event that raises funds for programs supporting children and adults with Autism, Cerebral Palsy, Down’s syndrome, Spina Bifida and...

Improper Beneficiary Designation Means Loss of Life Insurance Death Benefits

Most people correctly believe that life insurance proceeds are exempt from creditors’ claims in Florida.  That is an accurate paraphrasing of Florida Statutes, Section 222.13.Most people incorrectly believe that it makes no difference who is the beneficiary...

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