Sentences with phrase «effective estate planning»

It is often an effective estate planning tool but must be used with caution to avoid unexpected tax implications.

Apparently, despite being a happy owner and careful steward of the property, Palumbo is alleged to have sold Farnsworth House in 2003 in part to settle allegations by some of his children that he was dissipating their inheritance, allegations that apparently have recently re-surfaced in a different context (thus, our next law - related component: minimize intergenerational family disputes through effective estate planning).

Your Income needs will probably change during retirement so we've ensured our pension offers the options you may require, from the flexibility of a drawdown pension in the early stages of retirement, to effective estate planning later.

In addition, consistent with Stefanie's belief that the most effective estate planning begins early, Stefanie has developed an estate planning program designed specifically to meet the planning needs of young families as they encounter common life events.

Maybe that means cash value life insurance to help protect your family's financial security and as an effective estate planning tool.

The first step to creating a solid, effective estate plan is writing a last will.

Without an effective estate plan, including a business succession plan, the business may have to close or be liquidated to pay estate taxes.

When you craft an effective Estate Plan, you can ensure that your family has financial stability and independence.

Not exact matches

To make certain your estate plan is up - to - date and effective, accounting firm Coopers & Lybrand suggests performing the following annual checkup, with the assistance of your accountant or lawyer.

For people who plan ahead and make annual gifts during their lifetime to children and grandchildren, this can be an effective tool in reducing the size and tax bills of future estates.

Property Data and Information Availability of quality and reliable asset data and information about the national schools estate is vital for effective policy development, planning and decision - making.

Effective real estate investors don't only have an arrangement; they have plans A-Z!

Estate planning is the process of setting up legally effective arrangements whereby a person can accomplish their goals during periods of incapacity and at death.

One way second to die life insurance can be extremely effective is to fund an Irrevocable Life Insurance Trust a / k / a ILIT as part of a complete estate plan.

Gifting to an irrevocable life insurance trust has been particularly effective because gifted proceeds are used to purchase life insurance to further the estate planning goals and utilizing financial leverage with the gift.

Our wills, trusts and estate law lawyers have deep experience in creating personalized cost - effective strategies to achieve your wealth transfer and estate planning objectives.

Selwyn D. Whitehead Esq. [JD, LLM Tax Law, LLM IP Law, California Bar Bankruptcy Law Certified Specialist] is a San Francisco Bay Area bankruptcy and tax attorney whose practice focuses on helping her clients manage their wealth through effective estate and tax planning and / or manage their debt through debt restructuring or bankruptcy.

With our Business Law, Tax, Real Estate and Wills, Trusts & Estates Groups, we are able to provide timely, seamless, and cost - effective service to families as they plan their futures.

We are dedicated to providing professional and effective legal services in the areas of business and commercial law; real estate law and development; estate planning; trust administration and probate; trust and estate litigation; civil litigation and water law.

We use the knowledge we've gained through the decades to provide effective counsel in a wide range of practice areas, including personal injury litigation, family law, estate planning, criminal defense and business litigation.

You can even send your completed estate planning worksheet directly to your lawyer, so your lawyer can prepare in advance of your meeting and make your interaction as productive and cost - effective as possible.

One of the most effective marketing strategies for estate planning is to host free, educational seminars targeting the general public.

Given the nature of the practice area, the most effective marketing strategy for estate planning lawyers is probably a combination of professional networking along with educational seminars.

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.

From business and real estate law to intellectual property and estate planning, we provide effective and innovative solutions to complex legal problems.

When done right, prenuptial agreements are effective tools for advancing the goals of estate planning and tax avoidance for married couples.

While trusts may well continue to be used for estate planning, they are no longer so effective as a tax - savings tool for the wealthy when the changes come into effect Jan. 1.

Also commonly referred to as Joint Survivorship or Second - to - Die life insurance, this policy option can be an effective tool in meeting your clients» estate planning needs.

For over 70 years now, Vantis Life Insurance Company has continued to meet the needs of families across the nation by providing effective, simple, and affordable life insurance policies.From basic term policies to complex estate plans, Vantis has solutions.

Because the life insurance policies are not counted as part of a person's estate, allocating a portion of your wealth to a whole life insurance plan can be an effective way to reduce your estate's size by reducing available cash on hand while increasing your heirs» inheritance through legally avoided estate taxes, probate fees, and the payment of a large death benefit.

Whether you are looking for a term policy, estate planning or a small final expanse policy make sure you work with an agent who is knowledgeable and can offer you the most cost effective and highest rated companies tailed for your situation.

One way second to die life insurance can be extremely effective is to fund an Irrevocable Life Insurance Trust a / k / a ILIT as part of a complete estate plan.

Gifting to an irrevocable life insurance trust has been particularly effective because gifted proceeds are used to purchase life insurance to further the estate planning goals and utilizing financial leverage with the gift.

Survivorship policies are effective tools often used by wealthy individuals in estate planning.

They can explain how a Second - to - Die insurance policy is a cost - effective way for spouses to do estate planning, providing benefits to their heirs only after the last surviving person on the policy dies.

The bottom line is that survivorship policies might indeed be an effective estate - planning tool, but might not be enough for all couples who feel they need to add individual coverage for the second - to - die or surviving policyholder.

Featured Resumes reCareered Blog career career change career coach getting noticed Job job search keywords Planning Resume resume search optimization social brandingThe real estate of your resume is one of the most important, and most over looked concepts of effective resume presentation.

To assist you in completing your estate plan, the official name, address, and tax ID of all Planned Parenthood organizations are listed below in order by state (list effective as of 8/2016).

On a regular basis Ms. Capra assists couples going through the marital dissolution process, parents wishing to develop effective parenting arrangements, business associates seeking to redefine their goals and operations, families seeking assistance with placement & healthcare arrangements for an elderly or incapacitated family member and people addressing the details of estate planning and end of life care plans for themselves and loved ones.

At Peace Talks Mediation Services, your family will work closely with our estate planning mediators to ensure a comfortable, cost - effective alternative to traditional estate planning and estate administration.

Alex Faulkner, onboarding success manager for DocuSign, works with real estate companies of all sizes to train on DocuSign's Transaction Rooms, as well as develop effective rollout plans and timelines.

But for real estate professionals across the board, sticking to an effective marketing plan is easier said than done, which is why Discover designed its program to ease the burden, making the process as simple as possible.

Lynch will seek guidance of her mentor, 2008 Good Neighbor Winner Lei Barry, ABR, CRS, of Keller Williams Real Estate in Blue Bell, Penn., on developing a strict budget and implementing an effective fundraising plan.

If you have a plan of action and know what's appropriate, using text messaging for real estate marketing can be an incredibly effective means of lead generation.

The branch manager for John L. Scott Real Estate, Bellevue Place, Wash., spends three afternoons a week doing individual coaching to see how her salespeople can tweak their business plans to be more effective.

Building effective multicultural skills and developing a diversity plan for an individual real estate practice are also important goals of the training.

With the population of real estate franchise owners averaging over 55 years of age, it's not surprising that a large number are increasingly concerned about cost effective retirement saving and succession planning.

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