Sentences with phrase «as estate planning»

As an estate planning and probate attorney, I have hired Tom several times to appraise real estate in the estates which I was administering.

Our attorneys can also help you with post divorce modifications mediation, same sex couples mediation, uncontested divorce as well as estate planning.

This is also referred to as estate planning.

Needs it helps meet: Whole life can be used as an estate planning tool to help preserve the wealth you plan to transfer to your beneficiaries.

This type of policy can have a number of different applications such as estate planning or a less expensive insurance option for a family with children that need to be cared for if both providers were to pass away.

Unless you have a specific need for permanent coverage, such as estate planning or funding a special needs trust, it makes sense to first buy a term policy with a conversion rider and fully fund all your qualified retirement plan and IRA options.

«Permanent policies are best suited as estate planning tools for the very wealthy who are facing estate tax situations, or for sophisticated charitable intentions,» says certified financial planner Andy Tilp, president of Trillium Valley Financial Planning near Portland, Oregon.

However, permanent cash value life insurance has its place for specific situations such as estate planning, final expense costs, business continuation and etc..

With second to die life insurance, most applicants are planning to use these policies as estate planning.

«With EstateWise ® Platinum, agents, banks and financial advisors can offer a dynamic life insurance product that doubles as an estate planning tool,» said Craig Simms, Senior Vice President and Chief Marketing Officer at Vantis Life.

MEG's primary areas of expertise include life insurance, life insurance settlements, insuring tough health issues, business insurance including business succession and key man life and disability insurance, as well as estate planning.

If you're older, especially if you are in your fifties or over age 65 you can still buy a permanent policy as an estate planning vehicle or to set up a trust.

Although Phoenix Life Insurance Company offers a variety of financial services and insurance products such as estate planning strategies, annuities, and income strategies, their primary focus is centered on permanent universal, variable, and whole life insurance.

Representing over 80 of the nation's highest rated and most respected life and disability insurance companies, MEG's primary areas of expertise include term life insurance, universal life, disability income insurance, in - force policy review, insuring tough health issues, business insurance including business succession and key man life and disability insurance, as well as estate planning.

If your needs are permanent (such as estate planning or covering the cost of final expenses) you may need a permanent policy.

This web page is not intended as estate planning or tax advice.

These policies are often used as estate planning tools to help reduce the burden of estate taxesupon the second spouse's death.

Our primary areas of expertise include term life insurance, universal life and equity indexed universal life, disability income insurance, in - force policy review, insuring tough health issues, business insurance including business succession and key man life and disability insurance, as well as estate planning.

Knowledge of real estate and corporate transactions as well as estate planning and administration

Our firm also handles a variety of other legal challenges facing people in the Hudson Valley, such as estate planning and taxation, probate, civil appeals and attorney ethics.

We also provide quality legal services in areas such as estate planning, real estate, bankruptcy and business — and for municipal, criminal and juvenile court cases.

The steps recommended by Vogt include meeting with attorneys in fields (such as estate planning or zoning) that have piqued Von Buck's interest, and finding out what they like - and don't like - about their practices, and what it would take to secure a job in their specialty.

David focuses on the economics of premarital agreements, separation, divorce, unmarried partners, equitable distribution, support and alimony, as well as estate planning, business and family succession planning as an adjunct to his family law practice.

From predictable needs such as estate planning and taxes, to family - speci c matters such as marital concerns or adversarial issues, sound and coordinated counsel o ers a steadying presence.

Some practices, such as estate planning, benefit from seasoned lawyers who have nurtured clients and their wills for many years.

Issues such as divorce are frequently intertwined with other areas of law, such as estate planning and real estate law.

* In some practice areas such as estate planning, family law and real estate, there may be a charge for an initial consultation because of the intricacies of these practice areas.

Mr. Hull is also a frequent lecturer and has taught seminars and classes on topics such as Estate Planning, Business Start Ups and Employment Agreements.

This is especially important for areas of practice that are not complimentary, such as Estate Planning and Criminal.

Sample forms, checklists, and questionnaires, such as an Estate Planning Questionnaire, Estate Administration Schedule, and Will Execution Instructions, are included on an accompanying CD

While Mr. Allen's practice is primarily focused within the family law arena he also provides legal services in many other areas including, but not limited to, corporate and business representation, civil medical malpractice claims, municipal court and traffic offense matters as well as estate planning.

During recessions, demand may decline for some discretionary legal services, such as estate planning, drafting wills, real estate transactions and other types of litigation.

He can help you with questions regarding divorce, custody and support as well as estate planning, tax and contractual matters.

Born and raised in Branson, Missouri, James A. Endicott has practiced law for the last 25 years primarily as a estate planning lawyer, personal injury lawyer, andbusiness litigation lawyer.

As an Estate Planning Specialist, many people ask me what I think is going to happen with the Estate Tax situation in 2011 and beyond.

Magna believes there is a tremendous opportunity to increase awareness, especially in light of the recent tax reform law which raised the amount to be excluded from the federal estate tax, of policy owners who previously used insurance as an estate planning tool.

Magna believes there is a tremendous opportunity to increase awareness, especially in light of the recent tax reform law increasing the federal estate tax exemption, which may eliminate the need for many policies purchased as an estate planning tool.

If you're older, especially if you are in your fifties or over age 65 you can still buy a permanent policy as an estate planning vehicle or to set up a trust.

the money I put in the ROTH will go to the Kids who are in a higher tax bracket so I use the converted money as an estate planning tool.

«Term life is great for income replacement during your working years, but it's generally not suitable for a permanent need such as estate planning,» says Tom Ewanich, vice president and actuary at Fidelity Investments Life Insurance Company.

I also like the idea of contributing to my TFSA even in retirement as an estate planning strategy.

If you are wealthy and wish to leave an inheritance to your heirs, or if you require a life insurance policy that can also function as an estate planning tool, a permanent policy may make more sense for you.

Annuity buyouts as investments can as well be used as estate planning instruments for seniors, specifically those who don't like or are unable to sufficiently pay for complex planning tools and trusts.

Other reasons for executing an exit strategy may include a significant change in market conditions due to a catastrophic event; legal reasons, such as estate planning, liability lawsuits or a divorce; or for the simple reason that a business owner / investor is retiring and wants to cash out.

As an estate planning matter, non-qualified annuities lack rollover options AND, although they may offer some survivorship benefits, generally are characterized by unfavorable tax treatment for beneficiaries.

As an estate planning attorney, I find that no one likes to do their estate planning because they don't like the idea of thinking about death.

Five types of legal work, such as estate planning and domestic relations, are also exempted.

If an investor's situation involves complex financial planning issues that extend beyond allocating investments and related services, they might be better served with a more traditional advisor who provides advice in areas such as estate planning.

Remember that your investments affect other elements of your financial plan such as estate planning, education planning, and retirement planning.

Just as your estate plan can outline how your family will be taken care of after you're gone, a Buy - Sell Agreement, makes sure that your company is left in good hands.