Life Insurance Trust for Children

September 5, 2018By Burt EisenbergUncategorized No Comments

Over the years, I have had heard from several people that they have named their children as primary or secondary beneficiaries of their life insurance policy benefits. That sounded fine until they disclosed that their children were minors. While there is typically no issue with naming an adult as a beneficiary under a policy (depending … Read More

Living Trusts

May 9, 2018By Burt EisenbergUncategorized

A lot of people are under the belief that the use of a Revocable Trust is to limit or avoid estate taxes. While such a trust can be used for this purpose, taking into consideration that you can pass over 11 million dollars without this being a concern under the new tax law, this is … Read More

Residential Purchase / Sale Agreements

March 13, 2018By Burt EisenbergUncategorized

Are you buying or selling a home? There are several versions of purchase/sale agreements being used in Collier County. It is important, whether you are a buyer or seller, to review the sections relating to inspections and repairs. Some contracts may limit your rights as a buyer to require repairs.  It is a rare that … Read More