Wills & Trusts Lawyers Answer FAQ's About Wills & Trust Law
Jacksonville Wills & Trusts Attorneys Explain Florida Wills and Trusts Law
Florida Wills and Trusts Law
In these pages, our Jacksonville wills & trusts lawyers provide you with relevant information about wills and trusts law in Florida. The FAQs are those generally asked by those who are interested in protecting the passage of their assets through the use of wills and trusts law, and the protection of their assets during their lifetime, including periods of incapacity. Our Jacksonville wills & trusts lawyers will provide concise answers to precise questions, so if you need additional information about wills and trusts law, in Florida, please let contact us at (904) 448-1969, or toll free at 1-866-510-9099, or email us at Info@TheColemanLawFirm.com. We’ll respond to your questions as soon as reasonably possible.
Our Jacksonville wills & trusts lawyers welcome the opportunity to provide you with counsel about all aspects of wills and trusts law in Florida. Thank you for visiting our site and we sincerely hope the information you will receive about wills and trusts law in Florida will be of beneficial use to you.
Using Trusts to Protect Inherited IRAs
Many people have large IRAs and retirement plan accounts and need special estate planning for these assets. A 2009 study by the Investment Company Institute found that retirement plans account for 34% of all household financial assets, up from 14% in 1978; IRAs alone...
Helping You Avoid A Tangled Web Left By Loved Ones
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...
The New Tax Law – It’s Impact on You!
Here's Our Take On What the New Tax Law Means to You The law passed at New Years to deal with the so-called “fiscal cliff” included revisions to estate, gift and generation-skipping transfer (“GST”) tax laws and income tax laws that will affect estate...
Tis the Season . . . to Gift (or Not)
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...
Taxpayers, are you ready for Obamacare?
If you are like me, you remember exactly where you were the moment you found out that Obamacare had been upheld by the Supreme Court. No matter your party or political persuasion, and regardless of whether you...
Assets Abandoned and Forgotten by Even the Wealthy
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. You can see...
Act Now to Take Advantage of a Tax-Saving Opportunity
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...
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...
The 13 Most Frequent Medicaid Mistakes for Nursing Home Care
As our population grows older, more and more families will face the need for long term care for their loved ones. The cost of a skilled nursing home care in Florida averages about $7,000 to $8,000 per month. That number increases each year.Medicare...
Hidden “Investment Income Tax” in Affordable Care Act
Now that the health care law has been declared constitutional, the remaining provisions will be going into effect. One little known provision is a new 3.8% investment income surtax, also called the health care surtax or the Medicare tax; it will go into effect on...
Legal Issues Affecting Florida’s Seniors – Free Lunch and Learn
We're co-sponsoring a free lunch and learn seminar on July 31, 2012 to talk about Elder law issues affecting Florida's seniors and the elderly. Why the information you will learn at this seminar will be important to you: 1. You will learn how to pay for long term...
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 of...