Sentences with phrase «most estate planning attorneys»

Most estate planning attorneys will recommend purchasing a guaranteed universal life insurance policy until age 100 or later.

Most estate planning attorneys — if they do anything at all — may just insert one sentence that says «I give all my pets to my daughter, Betty Sue.»

Not exact matches

At EP Wealth Advisors, we work with you and your Estate Attorney to craft an overall plan to establish financial security for your heirs, estate tax planning, and direct donations to your most meaningful philanthropic cEstate Attorney to craft an overall plan to establish financial security for your heirs, estate tax planning, and direct donations to your most meaningful philanthropic cestate tax planning, and direct donations to your most meaningful philanthropic causes.

One of the biggest — and most important — decisions in an estate plan is who will be named as your estate administrator (executor), your power of attorney and the guardian of your children.

When most people think about estate planning, they think about setting up legal documents like wills, trusts and durable powers of attorney.

Since proper estate plans also include a Durable Power of Attorney in most instances, the agent under a general durable power of attorney has the authority to act for the prAttorney in most instances, the agent under a general durable power of attorney has the authority to act for the prattorney has the authority to act for the principal.

In the kind of meeting you are describing, however, most likely, the attorneys are simply going to explain your parents» estate plan, over which you have no control or say in any case, and there is no reason for suspicion or paranoia.

I find most of them have their guy, their attorney that they send most of their estate planning because they trust them, they build a good plan.

Most of these policies are owned by irrevocable trusts — a common way to handle estate planning, and one that should involve a financial planner and attorney.

When most people think about estate planning, they think about setting up legal documents like wills, trusts and durable powers of attorney.

Work with an estate planning attorney who can determine the most appropriate arrangement, which might include creating an irrevocable life insurance trust (ILIT) to own the life insurance.