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 | 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 | 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 | Feb 14, 2019 | Disability Planning, Durable Power of Attorney, Estate Planning, Health Care Power of Attorney, HIPAA, No Will, Retirement Accounts, Retirement Planning, Revocable Living Trusts, Stand Alone Retirement Account Trusts, Trusts, Wills & Trusts Law |
There are several reasons why you should update your trust or perhaps your entire estate plan. While estate planning documents do not necessarily have a shelf life, they may not fulfill your goals when your circumstances change. You cannot avoid the need to update...
by Randy Coleman | Nov 13, 2018 | Estate Planning, estate tax, Estate Taxes, Income Taxes, Retirement Planning, Trusts, Wills & Trusts Law, Wills and Probate |
What’s the impact of midterm elections and estate planning? Estate planning is meant to be an ongoing process, not a one-time transaction. In the same way that you never stop budgeting, saving, and investing as you go through life, it is also sensible to see...
by Randy Coleman | Apr 15, 2018 | Estate Planning, Pet Trusts, Probate, Revocable Living Trusts, Trustee, Trusts |
Estate planning is about protecting what’s important to you. Although much of the traditional estate planning conversation focus on surviving spouses, children, grandchildren, many pet parents wonder about what could happen to their “feathered children” after their...
