Sentences with phrase «estate planning attorney who»

We'd suggest you have your clients work with a good real estate or estate planning attorney who can help them draft a document that accurately reflects their mutual understanding of who is putting what into the deal, what the ongoing responsibilities are, and what happens to the property if they should happen to part ways.

Work with an estate planning attorney who can determine the most appropriate arrangement, which might include creating an irrevocable life insurance trust (ILIT) to own the life insurance.

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

For more information on estate planning, visit a qualified estate planning attorney who can help you to create an estate plan that fits your needs and objective.

Consult your estate planning attorney who can assist you in adding one of the following paragraphs to your will:

Not exact matches

«In estate planning, frankly, one of the major goals might be to keep your children out of court with each other, or out of court with your surviving spouse,» said Lehmann, who is also an attorney based in New Orleans.

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.

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.

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

Chris McAvoy is a Michigan attorney who helps people with bankruptcy, family law, and estate planning.

One of the biggest — and most important — decisions in an estate plan is who will be named as your estate administrator (executor), your power of attorney and the guardian of your children.

First, the estate planning documents such as the revocable living trust and powers of attorney need to specify who will have the authority to operate the business in the event of disability.

For instance, a single retired person who gets married a few years into retirement would need income to cover two individuals, not just one — and would likely need to revisit estate planning To stay on top of potential family changes, each year review important estate planning documents — including beneficiaries named on retirement accounts, the person named as a power of attorney, and who will direct the living will.

Insurance & Estate Strategies is an educational resource focused on innovative estate planning and life insurance strategies established by Steven J. Gibbs who is also a licensed attorney in CA, FL aEstate Strategies is an educational resource focused on innovative estate planning and life insurance strategies established by Steven J. Gibbs who is also a licensed attorney in CA, FL aestate planning and life insurance strategies established by Steven J. Gibbs who is also a licensed attorney in CA, FL and MN.

Finding an attorney who knows how to include pets in an estate plan isn't the hardest part, says Claudia Mangel of Chapel Hill, N.C., though finding the right lawyer can take a little effort.

Estate Planning Attorney Richard Gershberg of Gershberg & Associates, LLC, in Owings Mills, MD explains, «The majority of our clients who set up pet trusts are single with no children; their pets being their children, they want to ensure that their pets will be well cared for in the event of the client's death or inability to care for the pet due to mental incapacity.

On this show Lori welcomed Frances Carlisle, a New York based attorney who specializes in estate planning.

Since there is one state in which a pet trust is not valid, and other states where enforcement is discretionary, it is advisable to set up a trust with the help of an attorney who specializes in estate planning.

Finding an attorney who knows how to include pets in an estate plan isn't the hardest part, says Claudia Mangel of Chapel Hill, though finding the right lawyer can take a little effort.

Within this region, there is a diversity of practicing attorneys who focus on everything from Criminal Defense, Personal Injury and DUI cases to those with a background in Corporate Law, Estate Planning, Family and Tax issues.

Domestic partnership and estate planning laws vary state to state, so consider consulting with an attorney who understands your situation and wishes.

We speak with Donna Jackson, an attorney who works hard to ensure her clients are given all the support they need, in regard to assets and estate planning.

In estate planning, a power of attorney is a legal document that authorizes another person called «the agent» to act on behalf of the individual who created the document, known as «the principal».

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

Rather than trying to figure this out all yourself, the best idea is to talk to an attorney who specializes in estate planning or trust litigation so you can get a clear picture on what you need to do next.

At Hallandale Law, Florida probate attorneys represent clients both in estate planning and end of life documentation as well as assisting people who are, or who may be, heirs to an estate of someone who has died without a will.

At our law firm, you will find attorneys who have in - depth experience handling all aspects of estate planning and litigation.

Lisette, who also works in Harrison Clark Rickerbys» private client team, is adept at handling legal issues concerning estate planning, tax and trusts, as well as dealing with Court of Protection and power of attorney issues.

Author: Christopher A. Benson is an attorney in Federal Way, Washington, who focuses on estate planning, bankruptcy, wills and real estate law.

Joining me was Rocket Lawyer On - Call Attorney Mark Ruiz, who spoke about the importance of estate planning by discussing a few common types.

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.

However, for the those who have put off estate planning because they don't have a lawyer (17 percent) or think it costs too much (14 percent), Rocket Lawyer can solve both issues by offering free Will creation and access to qualified attorneys at significantly discounted prices though the On Call ® network.

Laws vary depending on where you live; for specific guidance on who to send the notice to, and when, consult with an estate planning attorney.

An estate lawyer is a bar certified attorney who specializes in estate planning and assists clients in drafting and implementing legal documents, including wills andtrusts.

We also have a team of Rhode Island Elder Law Attorneys who can assist you with estate planning, guardianship, Medicaid planning, and much more.

We also strive to help families plan for the future by counseling those who are working their way through both simple and complex estate planning, including decisions related to wills, trusts and powers - of - attorney for both medical and financial concerns.

From criminal charges to divorce and estate planning to education law, difficult situations sometimes require the assistance of a skilled and experienced attorney who can offer you the committed and knowledgeable advocacy and counsel you need.

Good estate planning doesn't happen without an engaged client who can obtain and share the documents necessary for the attorney to do their job.

An attorney for more than 30 years, who has handled cases in every county in Michigan, Mr. Malach heads Lipson, Neilson, Cole, Seltzer, & Garin, P.C.'s estate planning practice group and is the founder of the Center For Estate Planning estate planning practice group and is the founder of the Center For Estate Planninplanning practice group and is the founder of the Center For Estate Planning Estate PlanningPlanning (CEP).

Because general practice attorneys are likely to be versed in a variety of legal topics, from accident and personal injury law to business and estate planning, they are especially useful to people who require assistance with multiple legal matters on a regular basis.

Rania is an attorney with a completely web - based law firm who helps Texans prepare their wills, trusts, and estate plans online, without the usual overhead.

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

Working with an experienced attorney who is knowledgeable about current estate planning laws in your state, ensuring that the decisions you make will be made in accordance with the law and are legally enforceable

Some people may be best served by having an attorney who specializes in estate law to create an estate plan.

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.

Insurance & Estate Strategies is an educational resource focused on innovative estate planning and life insurance strategies established by Steven J. Gibbs who is also a licensed attorney in CA, FL aEstate Strategies is an educational resource focused on innovative estate planning and life insurance strategies established by Steven J. Gibbs who is also a licensed attorney in CA, FL aestate planning and life insurance strategies established by Steven J. Gibbs who is also a licensed attorney in CA, FL and MN.

Therefore, it's probably a good idea to seek advice with an attorney who is familiar with estate planning, as well as a life insurance specialist, in setting up your estate plan in order to ensure that the plan will work best for you and your specific situation.

Tax laws are complex, and only an attorney who specializes in tax law or estate planning can determine how best to utilize life insurance when establishing a trust or legacy for heirs.

Discuss your plans with an estate attorney / financial advisor who'd help settle your estate including distribution of your assets.

They are offered referrals to Estate Planning Attorneys near them who can write a new Will, Power of Attorney, and Declaration for them at a reasonable cost.