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...

Tax Pitfall of Employer-Owned Life Insurance

What happens when a company loses its top salesperson to a tragic accident?  Imagine that the salesperson drove 40 percent of the company’s million-dollar-a-month revenue.  Can the remaining, less experienced sales staff compensate for the loss?  Do the...

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...

Why Don’t Women Understand the Need and Importance of Estate Planning?

Why don’t women understand the need and importance of estate planning?  It happens at least once a week.  A woman comes to my office because some matter of urgency has triggered the “fear factor” and “forced” them to consult...

“Exceptional” Estate and Gift Tax Planning Opportunity for 2011 and 2012

Last night was a very interesting evening. As the guest of my good friend Dennis Rosa, a wealth manager at Morgan Stanley Smith Barney, I attended Morgan Stanley’s annual gift to the Northeast Florida community of bringing Andy Friedman to town.  Andy...

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