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Brad Galbraith
Naples, Florida & Indianapolis, IN
We are a full-service estate planning law office working to provide Peace of Mind to our clients and their families.
Interests: Revocable Living Trusts • Wills • Powers of Attorney • Living Wills • Healthcare Power of Attorney • Life Insurance Trusts • Family Limited Partnerships • Limited Liability Companies
Recent Activity
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“District Attorney Summer Stephan announced an outreach campaign designed to increase awareness of financial elder abuse and remind employees of San Diego-area financial institutions of their duties as legally mandated reporters of such crimes.” Continue reading
Posted Jul 19, 2019 at Galbraith
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“T-bonds are indeed safe and dependable as investments go. Unlike equities, these instruments pay a steady rate of interest throughout the bond term, and the interest payments are exempt from both state and federal taxation. What's more, T-bonds are backed by the full faith and credit of the U.S. federal government.” Continue reading
Posted Jul 18, 2019 at Galbraith
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“The key to avoiding bitter conflict among heirs, is to have candid discussions well before the reading of the will.” Continue reading
Posted Jul 17, 2019 at Galbraith
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“Your obligations to your family or loved ones do not stop, even if you have already passed on. If your family, especially your children, are still heavily dependent on you, you can still provide for them through proper estate planning, even if you are no longer present.” Continue reading
Posted Jul 16, 2019 at Galbraith
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“After years of strong growth, total charitable giving rose just 0.7% in 2018, according to a new report on philanthropy by Giving USA. When adjusted for inflation, total giving declined 1.7%.” Continue reading
Posted Jul 15, 2019 at Galbraith
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“Lifestyle choices, cash reserves, tax planning, estate planning, insurance, education funding and planning for life after work (retirement) are all important considerations for any comprehensive financial plan.” Continue reading
Posted Jul 12, 2019 at Galbraith
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“Wills must go to probate court to prove their validity. Beneficiaries of a will must be notified no later than three months after the will is accepted for probate.” Continue reading
Posted Jul 11, 2019 at Galbraith
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“The legislation may shake up the rules for IRA contributions and required minimum distributions and upend many retirees’ estate plans.” Continue reading
Posted Jul 10, 2019 at Galbraith
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“If you haven’t looked at your will or estate plan lately, now is a good time to do so.” Continue reading
Posted Jul 9, 2019 at Galbraith
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“Irrevocable trusts appear, by definition, to be unchangeable and inflexible. But are they?” Continue reading
Posted Jul 8, 2019 at Galbraith
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“Small-business owners pour their blood, sweat and tears into their enterprises, so it’s no wonder that such dedication can cause a little tunnel vision. In being so focused on day-to-day operations, owners often fail to spend the appropriate time on personal planning.” Continue reading
Posted Jul 5, 2019 at Galbraith
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“Do not put off finalizing and signing your estate planning documents, just because you have reached an impasse on who to name as trustee.” Continue reading
Posted Jul 4, 2019 at Galbraith
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“It’s critical for women to have access to key financial information, as well as passwords to electronic records and devices.” Continue reading
Posted Jul 3, 2019 at Galbraith
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“Most IRAs of persons near or in retirement continued to grow in recent years, a study has found in what it called ‘an encouraging sign that many IRA owners are on the path to not outliving their retirement assets.’” Continue reading
Posted Jul 2, 2019 at Galbraith
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“The decision by U.S. Solicitor General Noel Francisco ends months of uncertainty over whether the Trump administration would appeal the case to the U.S. Supreme Court.” Continue reading
Posted Jul 2, 2019 at Galbraith
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“Selecting appropriate guardians will ensure that your minor children are cared for, if you pass away.” Continue reading
Posted Jun 28, 2019 at Galbraith
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“Americans should know about the MERP (Medicaid Estate Recovery Program).” Continue reading
Posted Jun 27, 2019 at Galbraith
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“News that Detroit real estate billionaire and Cleveland Cavaliers owner Dan Gilbert suffered a stroke over the weekend, has raised interest in his succession plans for his many business interests.” Continue reading
Posted Jun 26, 2019 at Galbraith
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“Tom Petty’s widow Dana Petty has submitted new appeals in her ongoing legal battle with the late rocker’s daughters Adria Petty and Annakim Violette, according to documents filed in Los Angeles County court on Tuesday and Wednesday.” Continue reading
Posted Jun 25, 2019 at Galbraith
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“Kylie Jenner is ready to be a bride, for a potential shotgun wedding, that is!” Continue reading
Posted Jun 24, 2019 at Galbraith
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“Acting as an executor can be a tremendous amount of responsibility and a time-consuming duty.” Continue reading
Posted Jun 22, 2019 at Galbraith
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“Nipsey Hussle's ex is reportedly planning to object to the appointment of the late rapper's brother, Samiel Asghedom, as head of his estate.” Continue reading
Posted Jun 19, 2019 at Galbraith
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“Minnesota nursing homes have been licensed for years, but Minnesota was the only state that didn’t license assisted living facilities.” Continue reading
Posted Jun 18, 2019 at Galbraith
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“Parents' instincts to protect their children can cause them to hold back on some important truth-telling about the kind of inheritance they might expect, but that could be a big mistake.” Continue reading
Posted Jun 17, 2019 at Galbraith
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“By playing it safe, these federal employees are taking a different kind of risk—that their savings may not keep up with inflation, and lost market growth, potentially resulting in insufficient funds for retirement income.” Continue reading
Posted Jun 17, 2019 at Galbraith