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 | 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 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...
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 | Nov 4, 2012 | Asset Protection, Business Owners, Business Succession Planning, Estate Planning, estate tax, Estate Taxes, Exemption Planning, Family Business, Gift Tax, Intentionally Defective Grantor Trusts, Internal Revenue Service (IRS), Irrevocable Trusts, Premarital Agreements, Revocable Living Trusts, Small Business Law, Trustee, Wills and Probate |
We have discussed the 2012 tax-saving opportunity quite a bit here lately. You can read previous posts here and here. This article continues our conversation by providing our clients and readers a number of factors to consider when deciding whether to gift or not to...
