Sentences with phrase «complicated estate planning needs»

People with unique circumstances — like complicated estate planning needs — might find benefits in whole life insurance.

We also provide effective legal representation for people with unique or complicated estate planning needs, such as LGBT clients, domestic partners, trustees, personal representatives and executors.

Not exact matches

If your situation is at all complicated — blended families, special needs children, contentious heirs, family businesses, foreign assets and large estates all count — then it's best to seek out an experienced estate planning attorney to draft your paperwork.

Estate planning can be complicated and needs to be done well before retirement.

«Whether your need involves a simple incorporation or a more complicated corporate structure, we have the knowledge and skills to take on your business and personal estate planning needs.

Folks that need the use of a Whole Life policy in conjunction with a complicated estate plan or for people that makes loads of money.

You may have a need for life insurance after you retire if your situation is unusual and you had children late in life or have other complicated estate - planning problems.

Note that this will complicate matters even further (and you probably already thought it was bad enough (grin)-RRB-, because what you need to do to keep it out of your estate may conflict with other uses you had planned for the policy.

Financial Advisor / Consultant • Identified and developed leads of prospective clients of financial planning and investment services, focusing on generating sales to potential and existing clients as well as maintaining high - quality customer service, growing client base organically • Developed investment policy statements and strategy guidelines for individuals and corporations, utilizing portfolio theory and asset allocation techniques to manage risk and drive efficient return • Performed needs - based assessments to derive appropriate solutions for individual and corporate clients, generating genuine rapport and establishing productive relationships with clients, colleagues, and staff • Promote high - quality client service with extensive research and the quality presentation and communication of complicated market - and investment - related data • Utilized tools in estate planning, tax planning, investments, retirement, and asset protection to create financial plans and develop investment allocation strategies for high net worth clients

Everyone does not need a complicated expensive estate plan and pet plan and in these cases a lawyer - prepared will, including pet provisions, is not really expensive.