Wills, Trusts & Dying Intestate:  How They Differ

Wills, Trusts & Dying Intestate: How They Differ

Most people understand that having some sort of an estate plan is, as Martha Stewart would say, a “good thing.” However, many of us don’t take the steps to get that estate plan in place because we don’t understand the nuances between wills, trusts & dying...
Wills and Trusts: A Quick & Simple Reference Guide

Wills and Trusts: A Quick & Simple Reference Guide

Confused about the differences between wills and trusts?  If so, you’re not alone. While it’s always wise to contact experts like us, it’s also important to understand the basics. Here’s a quick and simple reference guide: What Revocable Living Trusts Can Do – That...

A SECURE FUTURE: SPECIAL NEEDS PLANNING

At The Coleman Law Firm, we take great pride in our service to clients with special needs family members.  To deepen our knowledge and steep our expertise, I recently attended a Special Needs Planning Immersion Camp in Scottsdale, Arizona.  Surrounded by dozens of the...

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...

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