Sentences with phrase «estate planner»
An estate planner is someone who helps individuals create a plan for how their assets and possessions will be managed and distributed after they pass away. Full definition
Our team of professionals, made up of estate planners and advanced market insurance specialists, can help coach you and tailor a policy for you that meets your unique needs and objectives.
insuranceandestates.com
The first option is to go to a lower - cost, higher - volume estate planner who uses form - based standardized planning.
It's best to talk to a qualified estate planner first.
An attorney or financial planner who specializes in estate planning, or a certified estate planner licensed in your state, will know the laws for properly setting up and maintaining your accounts.
«Maximum chaos» — that's how the latest proposed Congressional tax fixes are being described among estate planners and attorneys.
Often estate planners and financial advisors can work with your entire family to recommend a product that is the best fit for your circumstances.
Tell your estate attorney to set a trust up now or you're going to find a new estate planner.
Modern estate planners have the property held in trust by a trustee with an equitable life estate beneficiary and a trust instrument that is more clear about who is responsible for what.
You should consult a competent estate planner or attorney to make sure life insurance ownership is structured properly to avoid being considered an asset of the estate.
Our team of professionals, made up of estate planners and advanced market insurance specialists, can help coach you and tailor a policy for you that meets your unique needs and objectives.
«When the egg nog and mistletoe have worn off,» says Gary Garland, an accredited estate planner with New York - based Integrated Wealth Solutions, «the debts you incur will last far longer than the fragrances of the holiday.»
Estate - planning attorney and guest blogger Steve Chambers discusses how Congressional inaction over the expiring Bush tax cuts creates uncertainty for estate planners with particularly stark consequences for the gift tax.
For this reason, when estate planners and insurance professionals ask you, a business owner, about this kind of insurance, it is for your benefit (and that of your company) and not just a sales pitch.
Her professional affiliations include the San Antonio Estate Planners Council, the Association of Fundraising Professionals, and the Financial Planning Association.
John L. Olsen, CLU, ChFC, AEP is an insurance agent and estate planner practicing in St. Louis County, Missouri.
Talk to your lawyer or estate planner about including SAAC in your will.
Ms. Thiltgen is a member of Texas Wall Street Women, National Association of Women Business Owners, San Antonio Estate Planners, and the Nonprofit Council Business Advisory Committee.
AFFILIATIONS National Association of Insurance and Financial Advisors Northern Utah Estate Planners Association Park City Utah Chamber of Commerce Davis County Utah Chamber of Commerce
Estate - planning attorney and guest blogger Steve Chambers discusses how Congressional inaction over the expiring Bush tax cuts creates uncertainty for estate planners particularly regarding the 2010 gift tax.
Until Congress acts or signals its intent to let the estate tax revert, estate planners face the daunting task of planning for the unknown.
Of course, certain lawyers and other estate planners (your correspondent among them) will also have to turn to more productive work when the law no longer makes it easy to propose a six - figure tax - saving strategy after just 15 minutes of conversation with a new client.
Edward Jones, its employees and financial advisors are not estate planners and can not provide tax or legal advice.
Lewis was a gifted writer, but he would have been a lousy estate planner.
«A big mistake people make is not being involved in joint finances and planning prior to losing a partner,» says retirement and estate planner Anna Knight of Toronto.
«When the child reaches the age of majority, it's the beneficiary's own income that is applicable,» says Fred Ryall, a Toronto - based estate planner.
Eric is a CERTIFIED FINANCIAL PLANNER ™, Accredited Estate Planner ® and a Chartered Life Underwriter ®.
«You can donate capital property with unrealized gains to a registered charity,» says wills and estate planner Nathan Bender of Scotiatrust in Toronto.
Estate planners joke that 2010 is the year to «throw grandma from a train.»
According to a May 13, 2008 blog post, Myers decided to launch a Google Adwords campaign using the keyphrase «San Francisco estate planner.»
This is the experience of a fellow estate planner in Winona, Minnesota, Jennifer Knapp.
In my case, being a member of the ABA's international section keeps me plugged in with international estate planners from around the world and through that membership, I've learned about IRS reporting requirements that could affect my transnational clients.
Why Estate Planners Need to Understand the Basics of Intellectual Property,» Michigan Probate and Estate Planning Journal, Winter 2014
Hire an experienced estate planner or financial advisor.
Lessons from «Clarity on Capacity»: A UK - law perspective on the unique ethical challenges faced by estate planners representing clients with diminished capacity
[5] Estate planners often use special irrevocable trusts to shield life insurance from estate taxes.
Unlike many wealthy individuals, the majority of Americans do not have dedicated estate planners or executors to handle these issues.
This caused a sigh of relief among estate planners who feared nothing would be done, or, worse, the Obama Administration would cave in to the liberals who want to tax the wealthy, and keep the exemption at $ 1 million.
Regardless of parents» reasoning, unequal bequests can lead to family and legal woes, said Larry Lehmann, president of the National Association of Estate Planners and Councils.
Legal Research for Estate Planners.
George C. Shattuck's useful guide, Estate Planning for Small Business Owners (Prentice Hall, 1993, $ 19.95) will prepare you to sit down with a qualified estate planner.
Life settlements are financial transactions best handled by professional advisors such as CPAs, attorneys, certified financial planners or certified estate planners.
For this reason, when estate planners and insurance professionals ask you, a business owner, about this kind of insurance, it is for your benefit (and that of your company) and not just a sales pitch.
Before you start splitting time between two or more states, consider which you want to be your primary place of residence, or domicile, said attorney John J. Scroggin, an accredited estate planner and partner with Roswell, Georgia - based law firm Scroggin & Co..
(Consider looking for an estate planner who specializes in such transfers, using so - called gun trusts and other tools.)
Lehmann suggests holding a family meeting at your estate planner's office so that the kids can ask questions.