by Randy Coleman | Apr 4, 2013 | Elder Law, Estate Litigation, Estate Planning, Probate, Probate Litigation, Trust Litigation, Will Contests, Wills and Probate |
Today’s New York Times contains an article about the death of “Barbara Piasecka Johnson, Maid Who Married Multimillionaire, Dies at 76.”Barbara Piasecka Johnson, a Polish immigrant who came to America to work as a maid, first worked for J. Seward...
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 | 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...
by Randy Coleman | Sep 10, 2012 | Executor, Personal Representative, Trustee, Wills and Probate |
Saturday’s New York Times contained an article of interest. The New York socialite Brooke Astor apparently has bank accounts at CitiBank that have not yet been discovered by the executor of her estate – despite the fact that she died in 2007. ...
by Randy Coleman | Aug 30, 2012 | Discretionary Trusts, Estate Planning, estate tax, Estate Taxes, Exemption Planning, Gift Tax, Irrevocable Trusts, Retirement Planning, Revocable Living Trusts, Wills and Probate |
Legislation in effect until December 31, 2012 makes the present a particularly important time for tax planning. In late 2010, Congress passed and the President signed into law the Tax Relief, Unemployment Insurance Reauthorization and Job Creation Act of 2010...
by Randy Coleman | Jul 27, 2012 | Asset Protection, Beneficiary Designations, Estate Litigation, Estate Planning, Exemption Planning, Life Insurance Protection, Personal Representative, Probate, Probate Litigation, Revocable Living Trusts, Trust Administration, Will Contests, Wills and Probate |
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...
