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Category Archives: Living Trust

Durable Power of Attorney – Why does your eighteen year old need one?

Do you have children that have turned eighteen or about to turn eighteen? Do you have children that are in college or on their way to college? A few things every parent should know when your child turns 18 Did you realize that once your child turns eighteen your rights as their parent cease to exist (and this also applies to the parent of
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Should I draft my own estate planning documents?

You’ve seen the commercials with OJ Simpson’s attorney telling you to go to a certain website, put in some information, and you can prepare your own estate planning documents with the click of a mouse.  And I say – absolutely, go ahead and do that. Why would I say that?  Because, chances are very good that you will need my services when, at some
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Gun Ownership & Estate Planning

I recently read an article by Mark Albertson entitled “Estate Planning for Gun Owners” which I think is mandatory reading for anyone who owns a gun.  I have had quite a few people over the last year contact me inquiring about a “gun trust” and how they could go about setting up such a trust.  If you are a gun owner, you should make
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Estate Planning for Same-Sex Couples

Estate planning for “non-traditional” families is a very relevant topic and one that I do not think gets enough attention.  Same-sex couples have the same estate planning needs as do opposite-sex couples – probably more so, than opposite-sex couples. While the goals for both are probably the same – making sure that their property passes to their loved ones with the least amount of
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Estate planning after a Divorce

So, you’ve gone through a divorce (and it’s probably taken an emotional toll) and you are thankful that the process is over….or is it?  Prior to your divorce, you and your spouse may have taken the time to do your estate planning.  Or perhaps you had listed your spouse as beneficiary on your life insurance and/or retirement plans?  Well, what happens after a divorce? 
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The 3 most important documents every parent should have for their college-bound teenager

Don’t you love that Office Depot jingle where the father is all excited because it’s time to go shopping for school supplies and get the children back to school?  It always makes me laugh.  It’s also an exciting time for those parents who have children about to go to college for the first time (or returning to college). But did you know that once
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The Top 5 Reasons Planning Ahead Could Save Your Family and Your Wallet

I was reading a Forbes magazine article the other day entitled “Make a New Year’s Resolution to Give Your Estate Plan a Checkup” by Deborah L. Jacobs, and I was reminded about how much people dislike going to visit their estate planning attorney (I think we’re right up there with dentists, probably higher).  One may wonder what is the point of planning ahead, and
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“The September of My Years”

Before attaining 70 1/2, you should review all of your Florida estate planning documents along with those describing financial and retirement benefit planning.  Because the age of 70 1/2 has been magically designated by the Congress of the United States and the Internal Revenue Code as a lock-up date for certain types of tax-deferred compensation plans, it is imperative that all persons within a year
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Charitable Remainder Trusts: Income for Life and a Good Deed at Death

Many people like the idea of leaving bequests to favorite charities in their wills. But instead of leaving money to a charity in your will, you can put that money into a charitable remainder trust and collect income while you are still alive.
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