Sentences with phrase «specific estate planning objectives»
Specific estate planning objectives in addition to preparing a distribution plan for estate assets, may include some additional planning to accommodate issues such as:
https://www.insuranceandestates.com/
Specific estate planning objectives in addition to preparing a distribution plan for estate assets, may include some additional planning to accommodate issues such as:
Not exact matches
Jason Heath, a fee - only financial planner with Objective Financial Partners, says robo - advisors are a great choice for young investors who only require portfolio management for a specific savings goal and don't need to get into the more personal aspects of wealth management such as taxes and retirement or estate planning.
An experienced estate planning attorney can prepare an irrevocable life insurance trust to meet your specific needs and objectives.