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Big News! I’m Joining My Firm With Creative Planning Legal, P.A.
Big news!! I'm excited to announce that I will be joining Creative Planning Legal, P.A. at the first of October. For me, and for my clients at The Bell Law Firm, P.A., this is a timely opportunity. It will take some time to finish the transition, and more...
How Is a Revocable Trust Administered After the Trustmaker Dies?
Revocable trust administration is usually easier to manage after the original Trustmaker dies when compared to the alternative of probate. The trust administration is private, there is no court involved, and usually, there are fewer third-party items involved in the...
How to Give to a Child With Special Needs Without Causing Problems
As an attorney who works with quite a few families who have children, or adults, with special needs, we encounter families who have a difficult time talking with their loved ones about giving gifts. We also see the problems that these gifts can cause when they are...
Should We Name a Sibling as Trustee?
Families of children with special needs are faced with a very difficult decision -- after the parents are gone, who will watch out for their child who can't watch out for themselves? Oftentimes, this question is coupled with -- should a family member be trustee of the...
6 Planning Tips for Special Needs Families
Special needs families face unique planning challenges with serious consequences for inadequate planning. Here are 6 special needs planning tips that every family should know about.
6 Things About Your Estate Plan You Should Review Every Year
One thing you can count on at the beginning of every new year is lots of lists. The best list, the worst list, "my New Year's resolutions list," and it goes on and on. Amy Grant has a beautiful holiday song known as "My Grown-Up Christmas List," and in that spirit, we...
Why Should I Create an Estate Plan?
We've noticed that more people are talking about estate planning and are actually doing something about it. I'm not sure if the increase means a concern about our mortality because of the global pandemic, or it is that people finally have some time to get to the items...
Should I Buy Long-Term Care Insurance?
Whether or not you should buy long-term care insurance is a question we get a lot. The answer is: it depends. This isn't a simple question to answer because there are so many variables, including: Your insurability Your age and resulting cost of the long-term care...
We Must Celebrate Hope
I always enjoy our holiday newsletter as we break from the legal topics and communicate something that is important to us. I will admit I am an "open book" or a what-you-see-is-what-you-get type of person, so I'm usually not hard to figure out, but this newsletter...
Do Beneficiaries of Special Needs Trusts Have Rights?
What happens if a dispute arises between a trustee and a beneficiary? There are five common rights of beneficiaries according to the Uniform Trust Code... A special needs trust is set up to provide money for the care and support of the beneficiary with special needs....
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