In this episode of the Power of Planning podcast, Attorney Vanessa J. Skinner welcomes Laura Oleck Carras, a retired trust officer from Bank of America with nearly 30 years of trust administration experience, to talk about the role of the Corporate Trustee. They discuss when a Corporate Trustee is considered, the advantages and disadvantages of … Read more
In celebration of National Plan a Funeral Day, which takes place each year on October 30th, Attorney Vanessa J. Skinner outlines the various options available to help you plan for your funeral. Advance planning can give you peace of mind by educating your loved ones about your final wishes and relieving them of the burden … Read more
In anticipation of National Special Needs Planning Month in October, Attorney Vanessa J. Skinner welcomes special guest, Jason Eichenholz, to the Power of Planning podcast to discuss his son’s journey with autism and how it has inspired him to develop the most comprehensive intentional community for adults with autism in Central Florida called Jonathan’s Landing. … Read more
Attorney Vanessa J. Skinner continues her discussion about irrevocable trusts by spotlighting the irrevocable life insurance trust (“ILIT”) and the qualified personal residence trust (“QPRT”). She explains when and how these estate planning tools are used, and highlights the benefits of each of these types of trusts. LISTEN NOW: The Power of Planning Podcast This … Read more
If you are like most Americans, you will be going on vacation this summer. As you make the final preparations for your trip, this is an opportune time for you to ensure you have the necessary estate planning documents in place. Attorney Vanessa J. Skinner reviews a recommended checklist that will give you peace of … Read more
Attorney Vanessa J. Skinner celebrates annual National Elder Law Month by taking a closer look at long-term care insurance. She spotlights the various considerations, including customization and cost, with this type of insurance that provides benefits for a range of services not covered by regular health insurance, Medicare or Medicare supplement insurance. LISTEN NOW: The … Read more
In celebration of April being National Donate Life Month, Attorney Vanessa J. Skinner welcomes Ginny McBride, the Executive Director of OurLegacy, which is the organ procurement organization in Central Florida, for a detailed discussion on organ donation, including the myths and misconceptions. Dr. Ruth Baskerville, a lifelong educator who is a champion for education about … Read more
The new year is a perfect time to make sure your financial house is in order, including your insurance coverages. In this episode of the Power of Planning podcast, Attorney Vanessa J. Skinner welcomes Drew Havron of HUB Florida for a detailed discussion about the different types of insurance that are an integral part of … Read more
Consider taking time out of your holiday preparations and celebrations for some year-end tax planning. In this month’s episode of the Power of Planning podcast, Attorney Vanessa J. Skinner welcomes Carol Felsing, a certified public accountant with decades of experience, to share certain tax tips you may want to consider before the close of 2023. … Read more
In celebration of November being National Veterans and Military Families Month, Attorney Vanessa J. Skinner welcomes Brad Flournoy, who retired after 22 years of active duty service in the U.S. Marine Corps, to discuss key benefits available for veterans through the U.S. Department of Veterans Affairs. These include benefits under the new PACT Act as … Read more