Sentences with phrase «estate planning attorney if»

We may recommend the help of an estate planning attorney if appropriate.

I would encourage you to speak with a tax professional, CFP professional, and estate planning attorney if you have any concerns or questions for a specific situation you are dealing with.

It's wise to see an estate planning attorney if you want to shield your assets from others» claims, or keep your assets a family - matter.

Not exact matches

If you are considering including a charitable bequest in your estate plan, the following language may be helpful to you and your attorney.

Find an attorney who specializes in estate planning and ask about a revocable living trust, particularly if you have an estate of $ 300,000 or more.

If you haven't considered these questions before and haven't taken steps to plan for bequeathing your assets you may need to work with an estate planning attorney.

Answer: If your financial advisor is an estate - planning attorney, he or she may be correct.

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.

If you have drafted a will or trust, you can consult your attorney or financial planner who assisted you with your estate planning.

«If you think you could benefit from an ILIT, talk to an estate planning attorney to explore the strategy in greater depth.»

An estate planning attorney can work with you to help determine if a trust is an appropriate tool for your situation and can help you to establish one.

If you're unsure, don't ask your attorney in this case but rather call the Divisions of Real Estate and / or Mortgage Lending at your State level and talk to someone about what type of lending you plan on doing.

Most estate planning attorneys — if they do anything at all — may just insert one sentence that says «I give all my pets to my daughter, Betty Sue.»

Ideally, as part of your estate planning, it is wise to advise your attorney if you have pets and if you would like arrangements made for your pets after your death.

If you wish to leave a gift to the OCSPCA in a revocable trust or will, it is important that you provide your estate planning attorney with the correct information to identify our organization.

If your estate is expected to be larger than the current federal applicable exclusion amount $ 5,340,000, you may want to contact an attorney for more complete estate planning help.

If you're an attorney who provides estate - planning services, you probably took note of last week's announcement from Facebook.

If your estate is over 1 million, it's a good idea to talk to your attorney now about how to plan ahead.

If you want to do estate planning, for example, you need to be the one that a financial planner thinks of when they suggest a client do a will or an attorney thinks of when they have a conflict or would rather spend their time in the courtroom.

And if you are an estate planning attorney, be sure to check out our Done - For - You Monthly Marketing Campaigns here.

It is imperative, therefore, that you speak to an experienced Arizona spousal maintenance attorney, such as the spousal maintenance attorneys at Arizona Estate Planning Attorneys, PC to determine if you can stop spousal maintenance attorneys at Arizona Estate Planning Attorneys, PC to determine if you can stop spousal maintenance Attorneys, PC to determine if you can stop spousal maintenance payments.

If you plan to buy your first home, trade up to a larger home, or downsize now that your children are out on their own, a real estate Attorney from Killoran & Killoran can provide you with insight and legal guidance from start to finish.

If you are in need of an estate planning, probate, trust, special needs, or trust attorney please contact our Sacramento County regional estate planning firm.

If one person does high risk / high reward contingency cases, and the other attorney handles more «cash - flow» cases like family law or estate planning, that can be a great financial combination.

If you'd like an attorney to review your Will and other estate planning documents, you can find a lawyer on our website to give you a legal review.

Regardless of what type of estate plan you choose and the provisions you decide to include, it is always recommended to consult an attorney — especially for those who have dependents, or tangible assets such as real estate or a business that, if not protected, could be subject to steep taxes and government interference.

If you are making a will, you should hire the services of an experienced estate planning attorney.

Talk with an attorney if you want to add provisions for the ongoing care of another person to your estate plan.

If you are facing a legal challenge involving family law, criminal defense, personal injury, estate planning, consumer law or business law, turn to the experienced Fairfax attorneys of Surovell Isaacs & Levy PLC..

If you have additional questions about estate planning in Illinois, or if you need a referral to an Illinois estate planning attorney, feel free to contact us at [phone] or (312) 346-532If you have additional questions about estate planning in Illinois, or if you need a referral to an Illinois estate planning attorney, feel free to contact us at [phone] or (312) 346-532if you need a referral to an Illinois estate planning attorney, feel free to contact us at [phone] or [phone].

If, however, you're worried your estate might qualify for the tax, that's all the more reason to speak with an established estate planning attorney and create a Trust.

If you're considering purchasing a survivorship life insurance policy, consider consulting an attorney who specializes in estate planning.

If you're looking for help putting together your estate plan, you've probably considered using an estate planning attorney.

If you think about hourly rates for attorneys, you can see that a $ 500 estate planning service will translate into less than a handful of hours spent actually looking at your documents and helping you set up the right plan.

If you happen to fall into this category, please seek out advice from a financial planner and an estate planning attorney on how you can structure your life insurance to benefit your estate and not add additional taxable assets.

If you have a more complex situation such as owning a business or having a blended family, talking to an attorney who specializes in estate planning would be best.

Remember, if possible, have an estate planning attorney who is well versed in the world of special needs documents help you.

If so, you should consult an estate - planning attorney or business succession expert to help you determine what type of policy best meets your needs.

If your expected death benefit is more than $ 1 million, it's best to consult an estate planning attorney.

You should, of course, consult your insurance professional and estate planning attorney before deciding if this type of planning is right for you.

Additionally, if you are doing extensive estate planning or financial planning, you should consult a specialist, accountant and attorney in order to get solid advice..

If you are a stepfather, you can use various legal procedures to strengthen your rights to a stepchild, including obtaining a power of attorney from your stepchild's biological father, putting your stepchild into your will and other estate planning documents, and legally adopting your stepchild.

If you want more information about estate planning contact one of our attorneys at IANDOLI & EDENS [phone] and we will help you come up with a plan that works for your family.

Information for Lawyers and Executors If you are an attorney or advisor working on the estate plans of a client, or if you are an executor working on an estate in probate, please contact us for more informatioIf you are an attorney or advisor working on the estate plans of a client, or if you are an executor working on an estate in probate, please contact us for more informatioif you are an executor working on an estate in probate, please contact us for more information.

However, if you fail to revise your estate planning documents after your divorce, your former spouse might still be a beneficiary of your estate and may continue to be a fiduciary under your will, revocable trust, power of attorney, -LSB-...]

If you do not get an interim estate plan, you will certainly want to sit down with an estate planning attorney to discuss drafting new trusts and wills.

However, if you fail to revise your estate planning documents after your divorce, your former spouse might still be a beneficiary of your estate and may continue to be a fiduciary under your will, revocable trust, power of attorney, or advance health care directive.

It's unlikely, however, that if someone were to advertise that employment discrimination issues or estate planning could be done by nonlawyer «equal professionals» who would recruit a «team lawyer» to represent the nonlawyer's client, attorney licensing regulators and UPL committes would not immediately recognize and respond to the unlicensed practice of law, the facilitating by lawyers of the unlicensed practice of law, and the advertising free - for - all that («appearance of impropriety») implies multiple other possible ethical violations.

If you have legal concerns and are unsure of what to do, contact an experienced family law attorney or estate planning lawyer at Bush & Heise today.

If it's not, I'd say no,» comments Marc Weissman, a San Francisco attorney with Weiss and Weissman and a certified specialist in estate planning, trust, and probate law.