Sentences with phrase «complex estate planning issues»

The team continues to act for inter-generational families and regularly advises high - net - worth individuals on complex estate planning issues, wills, trusts, family investment companies and Court of Protection matters.

Seeking advice on complex estate planning issues to pass along your bazillion dollar estate to your heirs and favored charities in the most tax - efficient manner

Not exact matches

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.

Keep in mind, however, that if you have a complex financial life that includes stock options, sophisticated tax planning, or estate planning issues, or if you value the ability to interact with a human advisor, a digital advisor may not be able to provide the personalized financial planning help you need.

Sukhminder's trust and estate practice focuses on working with clients and their families to address all aspects of estate planning and ensuring a smooth succession, including complex tax, estate, and family issues.

Elder law attorneys typically have their roots in estate planning and estate administration, but they have built and maintained the specialized knowledge required to address the increasingly complex legal issues facing senior clients and their families.

Betsy Stotler: Okay, well we are a boutique firm and we specialize in complex collections for healthcare facilities, so longterm care, assisted living, anything related to that, and complex just means more than just go get a judgement and have 10 judgements in the basement of a courthouse, it's kind of like think tank brainstorming about ways to get nursing homes paid when there are Medicaid issues rather than just dementia who don't know much about their finances or can't communicate and it's another way I describe it is it's when estate planning has gone wrong or didn't exist and we need to fix it retroactively to make sure it doesn't ruin the nursing homes chances of ever getting paid for a resident, and then it often usually helps the resident in the process.

Our attorneys help families address complex and, oftentimes, emotional issues when planning for the future of their estate or during the probate process after the death of a loved one.

He has helped start - up businesses, resident and non-resident business owners and corporations with their tax affairs, and over the years, he has assisted numerous corporations and individuals with simple and complex tax and estate planning matters as well as tax amnesty and tax litigation issues.

Tom specialises in advising business owners and their families on a wide range of complex succession issues including Will drafting and Estate planning, the formation of Trusts, administration of Estates and Powers of Attorney.

In total, we have advised on issues regarding oil and gas leases, surface use agreements, family limited partnerships, title issues, complex estate planning, and more.

I will work with you to navigate the complex legal issues you and your family may face in any phase of life, from adoption and real estate matters to estate planning and trust preparation, and I will honor your family's budget to the best of my abilities.

Family legal issues can be complex and tensions run high, which means there is often increased urgency on the client's side compared to estate planning.

Her particular areas of expertise are wills, covering areas such as tax planning, providing for disabled beneficiaries and other complex or unusual circumstances, administration of estates, including high net worth cases involving agricultural and business property, deeds of variation and elderly client issues, including community care, asset protection trusts, powers of attorney and court of protection.

Estate and trust planning has rapidly moved beyond being a domestic matter and increasingly involves cross-border, often complex, issues that impact upon a growing number of people.

Because we fuse complex accounting expertise with legal and tax experience that is second to none, we at the full - service, statewide Las Vegas business and estate planning law firm of Ken R. Ashworth & Associates are ideally prepared for any forensic accounting issue.

Work with a savvy adviser when you purchase coverage because estate planning and tax issues are complex, especially when you have a large estate.

It is sometimes advantageous to have these plan assets paid to trusts, but naming a trust as the beneficiary of such plan assets raises a number of complex income tax, estate planning and other issues.

The PRUCO Life Insurance Company, which is rated A + by A.M. Best, issues single life or second - to - die policies with face amounts up to $ 65 million for applicants with large, complex estate - planning needs.

If you are in need of a very basic policy then considering price factor is important but if you are dealing with complex issues like estate planning etc., then you should also look into the company, not just the price.

(These areas of knowledge may include but are not limited to: Children with special needs, children or adults with disabilities, personality disorders, LGBTQ issues, substance abuse issues, culturally diverse backgrounds, complex financial instruments, estate planning, and tax issues).

As a result, Larry and Divorce Resolutions ® are frequently asked to assist in Colorado divorces involving very substantial assets and marital estates with more complex property division, maintenance planning, and retirement division issues.

She researches complex family law issues, prepares client disclosures, drafts Requests for Orders and Memorandums of Points and Authorities, and prepares trusts, wills, and estate planning and family risk management documents.

Members are increasingly involved in sophisticated real estate investment and asset management including acquisitions, development, leasing, selling, financing, tax deferred exchanges and complex estate and tax planning issues.

Things to consider: If buying and selling real estate, being the multifaceted situation that it is, finds itself sometimes even too complex for trained professionals in some situations, requiring the addition of other trained professionals such as lawyers, inspectors, insurance pro's, appraisers, land surveyors, tax specialists, financial planning and estate management people or companies, divorce specialists, grief counsellors, expert witnesses, construction people, builder issues, mortgage fraud professionals, banking backup people, ex pat and non-resident specialists, immigration rules and regs, investment counsellors, to help unravel oddities and eventualities, just imagine the Rubik's cube the journey represents to the average, unrepresented buyer or seller, perhaps even ones in the midst of it while trying to digest a purchase or sale, going through a divorce or dealing with a grieving relative, due to a death in the family, even more especially where English is not that individual's first language.