Beneficiary Designations, etc., Aren’t a True Substitute for a Trust

March 1, 2019 - Joshua K. Crawford

TOD / POD, beneficiary designations, and joint tenancy can be simple ways to transfer assets at death. However, these simple methods lack some of the benefits of a...... Read More

Estate Planning, legal education

What Can a Beneficiary Do If the Trustee Isn’t Abiding by the Trust Terms?

February 13, 2019 - Joshua K. Crawford

When a trust is created, the Trustee of that trust is appointed by the Settlor. A Settlor may appoint anyone... Read More

Trust Administration

The Little Things May be the Most Important

February 1, 2019 - Joshua K. Crawford

Your estate may be worth a little or a lot at your death. The items which your beneficiaries might cherish could be the sentimental ones. Read on to...... Read More

Estate Planning, legal education

Domestic Asset Protection Trusts

February 1, 2019 - Joshua K. Crawford

Domestic Asset Protection Trusts are spreading to more jurisdictions. However, their protections may be waning. Read on to learn more about Domestic Asset Protection Trusts.... Read More

Estate Planning, legal education

What Is the Difference between SSI and SSDI?

January 30, 2019 - Joshua K. Crawford

Very few of us can get by for very long without regular income. While we may try to save for... Read More

Elder Law

What Happens to My Spouse If I Need to Qualify for Medicaid?

January 15, 2019 - Joshua K. Crawford

At some point during your “Golden Years,” you may find that you need to qualify for Medicaid to help cover... Read More

Medicaid

Wills, Trusts, and Estates — A Beginner’s Guide

January 10, 2019 - Joshua K. Crawford

If you are new to the concept of estate planning, the entire process probably seems a little overwhelming. The components... Read More

Estate Planning

What Is a Domestic Asset Protection Trust?

January 4, 2019 - Joshua K. Crawford

Asset protection is an essential estate planning goal for anyone with a moderate to wealthy estate. Fortunately, there are numerous... Read More

asset protection

Selecting an Agent

January 1, 2019 - Joshua K. Crawford

Choosing the right Agent under a Power of Attorney is one of the most important choices. This article discusses the qualities of an ideal Agent and qualities to...... Read More

Estate Planning, legal education

Turning the Page on 2018 and Looking Forward to 2019

January 1, 2019 - Joshua K. Crawford

As we turn the page and bid farewell to 2018, we look forward to 2019. This article summarizes the major changes for 2019, both in the tax area...... Read More

Estate Planning, legal education

How Do I Modify a Revocable Living Trust?

December 19, 2018 - Joshua K. Crawford

Given the frequency with which trusts are included in an estate plan, there is a very good chance that your... Read More

living trusts

What Is a Revocable Living Trust?

December 12, 2018 - Joshua K. Crawford

For the uninitiated, the prospect of creating an estate plan can be intimidating. Most of the concepts, tools, strategies, and... Read More

Trust Establishment Process in Florida