Sentences with phrase «advanced estate planning»

Permanent life insurance policies, unlike term life insurance policies, are complicated beasts that are often used in advanced estate planning.

For 20 years he has helped families with financial planning, wealth management, life insurance and long - term care insurance, as well as advanced estate planning.

End of Life Issues: Counseling the Client and Family, University of Denver College of Law, Institute for Advanced Legal Studies, 17th Biennial Advanced Estate Planning Symposium, September 1997, Co-Authored with Kay Kramer Wade

GVM's attorneys routinely lecture at wine industry conferences and on the topic of advanced estate planning.

3) Third, is what we call advanced estate planning.

If your estate is valued above the exemption limit advanced estate planning may be necessary, including the use of irrevocable trusts, such as irrevocable life insurance trusts, charitable remainder trusts and charitable lead trusts.

Ethics in Estate Planning and Administration, AICPA Advanced Estate Planning Conference, Washington, D.C., July 1995

Our client update meetings (open only to participants in our law firm's Legacy Assurance Program) provide our up - to - date document language, a discussion of the latest estate planning legal news and issues, and advanced estate planning ideas.

In the insurance world you will see universal life insurance being used more in advanced estate planning after other tax - free / tax deferred options (like 401ks, IRAs, etc...) have been maxed out and customers are seeking ways to maximize their money in a tax deferred way to help minimize current tax obligations that can't be gained using other forms of investment vehicles.

They tout a greater product selection than most, and have a product for nearly every single need which could arise, from the most basic term policy to advanced estate planning tools and resources.

Non Tax Current Developments 1988 - 91, 1991 Advanced Estate Planning Symposium, University of Denver College of Law Institute for Advanced Legal Studies, Denver, Colorado, September 1991 Family Protection - The Uniform Probate Code Approach, for American College of Trust and Estate Counsel Annual Meeting, Palm Desert, California, March 1992

You may want to mix and match them, usually it's a combination of things to make it work but there's really no reason to pay a lot of estate taxes because of advanced estate planning.

This is not a practical or common policy for the bulk majority of people out there and is largely used in advanced estate planning to help prepare for coverage of an estate tax if the insured's estate exceeds the overall Federal threshold on estate taxation.

The PFP Conference will join six other conferences including the AICPA's Advanced Estate Planning and Tax Strategies for the High - Income Individual, as a part of AICPA ENGAGE.

Estate Planning — Probate Law can be sub-categorized as «Basic Estate Planning», «Advanced Estate Planning», «Probate and Administration», and «Estate and Trust Litigation».

Uniform Probate Code Article II as Proposed for Adoption in Colorado, 1993 Advanced Estate Planning Symposium, University of Denver College of Law Institute for Advanced Legal Studies, Denver, Colorado, September 1993

Bruce Udell, author of «Advanced Estate Planning, Simple Solutions to Complex Problems,» says 65 - year - olds who want to buy policies with 20 - year terms should expect to pay about three to four times more for coverage than if they were 50 years old.