Sentences with phrase «attorney put a plan in place»

Frank and his attorney put a plan in place that would allow Frank's survivors to use his life insurance policy to help pay for some of the potential estate taxes that might be owed at his death.

Not exact matches

Our attorneys offer answers to your questions and assist you in putting a plan in place to meet your needs.
When I refer to estate planning, I'm speaking specifically of advanced planning you may do with your attorney to provide for liquidity upon death, as well as putting a life insurance policy in place in preparation for estate taxes.
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