Southwest Florida

Estate Planning and Trusts Articles

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All
  • All
  • Constitutional Law
  • Elder Law
  • Estate Planning
  • Financial Planning
  • Firearms Law
  • Lifestyle
  • News
  • Pet and Animal Law
  • Probate
  • Tax Planning
  • Trust Administration
  • Veterans
Constitutional Law

You Can’t Have Your THC-Infused Cupcake and Eat it Too

Guns and marijuana are hot-button topics right now. Most gun owners know by now that marijuana and guns don’t play well together. Federal law prohibits anyone who uses medical or recreational marijuana from possessing or buying guns – even if their state laws allow the ...
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Estate Planning

What is a Title II or NFA firearm?

[Updated March 28, 2020] NFA/Title II firearms include: machine guns, short-barreled rifles and shotguns, silencers (suppressors), destructive devices (e.g. Molotov cocktails, bazookas, mortars, etc.), and “any other weapons (AOW).” AOWs include things such as cane guns, gadget-type firearms such as “pen guns,” etc. The NFA/Title ...
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Elder Law

Understanding Palliative Care

Palliative care encompasses quality of life issues for people who have severe ongoing health issues or life-threatening conditions. You do not have to be in the end stages of life to receive palliative care.
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Elder Law

Planning for the Unexpected

She had just learned from her older brother that her widowed, elderly mother, who lives in Rhode Island, had fallen a couple of days before and had been admitted to the hospital with broken ribs and several fractures.
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Elder Law

Expressing Your End-of-Life Wishes

We plan for so many transitions in life: births, graduations, weddings, retirement and moves. We want these transitions to go smoothly and be as comfortable and easy as possible.
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Elder Law

New Income Tax Form Designed for Seniors

Easier-to-read form highlights retirement income streams and other tax benefits for citizens 65 and older.
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Elder Law

Becoming Your Aging Loved One’s Money Manager

Your loved one must be legally competent to takes steps, like adding a trusted friend or relative to a bank account or creating a power of attorney the money manager can use to handle her financial matters.
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Elder Law

How Much Money Should I Provide My Child with Special Needs?

Anyone with a child with special needs understands the need to prepare for the future. A trust is always a good place to start, and figuring out a savings goal for that trust is a key part to your planning.
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Estate Planning

Who Should Be the Agent of My Power of Attorney?

Deciding who gets the power of attorney is an important step for parents looking to organize their estate and plan for a future without them. This can be a complex process for many families, especially when there are numerous relatives involved.
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Estate Planning

Change Your Life Insurance Beneficiary After Divorce

Many surviving spouses receive an unpleasant surprise when they attempt to collect on their deceased spouse’s life insurance policies. Often, a former spouse or the former spouse’s children are legally entitled to the proceeds because the deceased person never updated his beneficiary forms. In Florida, ...
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You wonder whether your granddaughter will think of you fondly when you’re not around anymore.

You want to make sure someone will love and care for your dog, horse, or parrot when you can’t.

Your spouse doesn’t share your love for guns, and you fear your collection could be sold for almost nothing – or even destroyed – instead of being passed on to your children or others who share your passion.

Contact us today. We can help.

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