Sentences with phrase «estate planning»

These policies are often used in estate planning in order to leverage certain tax deductions.

Life insurance works well for estate planning because of when benefits are paid and the ability to create wealth for heirs outside of the estate.

In this case, it is a good idea to have at least some amount of estate planning in place.

The use of lists and deadlines has long been a favorite tool for busy estate planning attorneys, and Your Firm App makes the process easier than ever.

Additionally, we can assist you with estate planning documents following your divorce.

Write your own simple will and other basic estate plan documents with our free forms and instructions.

For more information on estate planning life insurance please see How can life insurance protect my children, heirs, business and charities from taxes?

Term insurance is not generally used for estate planning needs or charitable giving strategies but is used for pure income replacement needs for an individual.

Plenty of estate planning lawyers also advertise themselves as financial planners.

Some elderly citizens use whole life policies as estate planning tools.

Call our team today for a consultation about estate planning issues in connection with your marriage, marital separation or divorce.

The firm's estate planning practice includes planning for the distribution of an individual's property at his or her death, beneficiary disputes, trust administration, and estate administration.

A simple will can be a good estate planning tool for many people, but it is not the right tool for everyone.

As a thought leader you have also published books and many articles; how do you believe the public can be made more aware of estate planning laws?

The loan was made for estate planning purposes and to pay off a maturing loan.

Additionally the Firm provides private services to individuals including estate planning services and real estate transactions.

We don't advise doing estate planning on your own.

The firm also has a wealth of experience in estate planning matters involving estates containing large amounts of land and other agricultural property.

Once your will is completed, you may want to consider completing other estate planning documents.

A legacy gift is an excellent way to achieve your personal financial and estate planning goals as well as your philanthropic objectives.

Guaranteed universal life insurance is a solid option for estate planning life insurance because it provides a permanent death benefit at a relatively low cost.

Proper estate planning at this point is critical for passing on as much of your legacy to your family as possible.

Tax attorneys, accountants, and certified financial planners can also help with estate planning issues.

A bankruptcy attorney can provide estate planning strategies that may impact your disposable income calculations and make it easier to «pass» the Chapter 7 means test.

Even if you don't feel like dying anytime soon, you probably know you ought to do basic estate planning such as creating a will.

Topics range from estate planning to custody disputes to personal finance and everything in between.

Take note, however, that the key to avoiding taxes on life insurance proceeds is to plan ahead, which starts with proper estate planning with life insurance.

This means you can not buy term life insurance for estate planning because term life insurance does not provide permanent coverage.

Ensure you have some helpful information for estate planning clients on your website.

There are work around to this and a good estate planning attorney would be able to instruct you of all the potential pitfalls.

Education about the local market and how real estate sales work is a big step in making the most out of real estate planning for your future wants and needs.

We offer comprehensive estate planning services tailored specifically to your family's goals.

We also represent individuals in civil litigation, handle real estate transactions, provide estate planning services, and defend clients in criminal cases.

This is a way to secure the original account value (original investment) as part of a complete estate plan.

Her expertise includes saving and investing for retirement, paying for college, managing mortgage, student loan, credit card and other debt, and building a financial legacy through estate planning.

Consult with an experienced estate planning attorney before you get started.

Our firm strives to make estate planning accessible to everyone.

The unpaid policies disproportionately involve low and middle - income people who often purchase small value policies and do not use estate planning professionals to keep their affairs in order.

Most estate planning firms get a lot of referrals from other professionals, as well as from past or current clients.

A 529 savings plan may offer added estate planning benefits.

Or perhaps you come into some money later in life and have more complex estate planning needs.

These can include updating estate planning documents such as trusts and wills in order to reflect the marriage.

As noted, I don't handle estate planning matters, so my understanding of knowledge of that practice area is fairly limited.

Or, where you meet with the children of an elderly couple in the course of doing estate planning work.

Review estate planning strategies and their applications in specific, complex situations, such as those involving minor heirs, adult dependent family members, persons with disabilities, and blended families.

Contact a local Trusted Choice member agent and start estate planning now.

As a result, a private letter ruling isn't an option when you need a decision next week; it's more appropriate for long - term issues like estate planning.

Thus life insurance strategies for wealth accumulation can all be applied to these strategies for high net worth estate planning with life insurance.

In most cases, it might be better to consider estate planning with a separate life insurance policy altogether.