Tips, Techniques and Things to Think About - A Practitioner’s Point Of View
From the monthly archives:
I teach a class called Mastering the Fundamentals of Estate Planning. The course is for attorneys, CPAs and financial planners. Most are new to estate planning. Estate planning is rather easy, except for all the hard parts. After my seminars, I usually get a number of emails that describe a client’s situation followed by “what would you do?” [...]
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This is a hot Google search topic that brings people to my blog. Specifically, what do you do if you have minor children? Why not discuss this with your estate planning attorney? Perhaps you don’t have one.
Let me get this straight. You have minor children and you do not have a will. Who will be the [...]
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I am attending a Senior Resource Expo at The Jane Adams House this weekend, March 14th, 10:00 - 2:00. It is an expo of professionals. Lots of resources will be there including legal, banking, The Council on Aging, accounting, home care, insurance and travel agents. If you would like to RSVP, please call 904-261-9494. I hope [...]
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I just attended a free CLE on an interesting topic with a free lunch included. Relative to the number of attorneys, CPAs and financial advisors in Jacksonville, it was a small turn out. What gives?
As a CLE provider, and one who charges for my courses, this was not good news. But, as an attorney, was [...]
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A client dropped off a death certificate of a loved one today. There is some interesting information on a death certificate. I decided to do some digging about the history of death certificates. My research stopped immediately when I came across a book by Kenneth V. Iserson, M.D., Death to Dust: What Happens to Dead Bodies? [...]
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The perfect estate plan requires more than just an attorney. We are only one of the many players in the game. I admit, we like to be the quarterback and coordinate all of the professionals to optimally assist our clients. As long as one member of your team takes the lead, your plan has a [...]
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It isn’t uncommon for children to ask their parents for money here and there. Sometimes it might be a gift, other times a loan. Maybe it is just relief from a temporary set-back or some seed money to start a new business.
Today, many parents are faced with the question of whether or not they should help [...]
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