Sentences with phrase «estate planning documents in»

Consider having an experienced lawyer such as Susan Eleff review your current will and other estate planning documents in light of those changes, as well as to accommodate a change in financial situation, a change in state of residence, a change in family composition, or a change in family dynamics that may warrant a modification of the disposition of your estate.

We encourage all of our intended parents to have estate planning documents in place that establish legal custody of the baby should something happen to one or both of them during the pregnancy.

Not exact matches

Personal property is something that people often fail to consider when drawing up wills and other estate planning documents, attorney John J. Scroggin told an audience of financial planners last week at the FPA Be conference in Nashville.

Steven Roth, the chairman and CEO of Vornado Realty Trust, has resigned from J.C. Penney's board, days after the real estate company told investors it planned to sell all of its stake in the struggling department store chain, according to regulatory documents filed Friday.

For example, a Heritage Foundation document titled «Time to Repeal Federal Death Taxes: The Nightmare of the American Dream» emphasizes stories that rarely, if ever, happen in real life: «Small - business owners, particularly minority owners, suffer anxious moments wondering whether the businesses they hope to hand down to their children will be destroyed by the death tax bill,... Women whose children are grown struggle to find ways to re-enter the work force without upsetting the family's estate tax avoidance plan.»

I've often dealt with this same objection in the world of estate planning documents and the response here is the same... less wealthy folks are arguably more impacted by poor planning (legally or financially) than are the wealthiest individuals.

Although there may still be other reasons to use a CST, you might consider reviewing your estate planning documents with your attorney to determine whether allowing more flexibility in the funding of a CST, or the use of portability, is appropriate in your current situation.

Go over these documents in detail with your real estate agent, and plan your closing cost strategy before making an offer.

Estate planning generally refers to the legal directions and appointment of representatives that are included within a set of legal documents to apply in the event of disability, incapacity, or death.

The first step then, in connecting the dots, is to describe your goals and their importance in writing, and then map out a path to implement them in your estate planning documents.

An estate plan includes documents that explain how you will be cared for, medically and financially, if you become unable to make your own decisions in the future.

Estate planning documents should also be in place early on.

The plan documents approved by the IRS for a truly Self Directed IRA include the options for investments in real estate of all kinds, precious metals, tax liens and both secured and unsecured notes and at least 40 other asset classes.

A power of attorney (POA) is the next document you'll want to complete in your estate plan.

In short, estate planning documents must be carefully drafted and signed according to state laws in order to be deemed enforceablIn short, estate planning documents must be carefully drafted and signed according to state laws in order to be deemed enforceablin order to be deemed enforceable.

Estate planning documents are state specific AND must be executed in accordance with specific legal formalities.

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.

If family business succession planning is involved, the terms of the transition should be spelled out in the estate documents including any revocable or irrevocable trusts.

Along with our estate plans, we put together a document laying out everything someone may need to know in the future.

Here are three steps to including your pet in your estate planning documents.

You will be issued a certificate of thanks once FOTAS is notified of your documented bequests in your estate planning documents.

During the seminar, Bernadette will explain different core documents in an estate plan.

When Ms. Clay unwittingly parlayed her works by planning to display them in a group exhibition, she upped the ante just enough to agitate the estate lawyers, who emitted their flurry of documents and eventually struck a deal.

Making sure your legal health is in a good state, such as updating your estate planning and other legal documents, will help give you and your loved ones the peace of mind in the case that something happens.

Both these estate planning documents can help you make tough healthcare decisions now that might affect you and your family in the future.

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».

My friend Dennis Kennedy started writing about this issue two years ago, but it is still a relatively uncommon practice to include digital assets in estate planning documents.

In their honor, we've assembled this list of helpful estate planning documents that every service member should create or update before deployment.

A will is usually the most important document in planning your estate.

By putting the information in one online location and making it free, we aim to make it easier for all Washingtonians to get basic estate planning documents.

InterActive Legal Co-Founder, Editor in Chief, and legendary trusts and estates planning attorney, Jonathan Blattmachr, speaks to how your clients and your practice will benefit from an automated document drafting system such as InterActive Legal... as well as the consequences of ignoring the opportunity.

Make sure your elderly relative has all of their estate planning documents, like their Will and Power of Attorney in order.

If the client will need to gather information for you, provide them with a list of documents or develop forms to help them give you necessary information, such as a chart to record complaints and doctor's visits in a personal injury case, a log to track contacts or problems with a difficult spouse in a matrimonial proceeding, or a spreadsheet to record account information for estate planning.

Please note that in some states, a transfer on death deed is a more appropriate document if in fact you're including property in an estate plan.

We'll discuss these in more depth later, but here's an overview of the most popular estate planning documents:

Ms. Glazier has represented contestants and proponents of estate planning documents, as well as fiduciaries, in significant trust litigation proceedings.

At the end of the article, the author predicted that with new technology electronic wills and digital storage of estate planning documents may become a hot topic in many states.

Here are some popular documents that you should complete and have in your Estate Plan.

HotDocs (formerly a Lexis Nexus product, recently sold to Capsoft) is used for document automation and assembly, and greatly enhances the productivity in our estate planning practice, in particular.

In today's App Friday round, Melissa Conner — a Boston - area lawyer whose practice is focused on family law, bankruptcy and estate planning — shares iPad and iPhone apps that allow her to sync and store documents and to track her runs.

If you are in the midst of separating, speak to your lawyer about your estate planning documents and any changes you should be making.

Alexis Neely: The big mistakes that most estate planning lawyers are making is that they are doing estate planning the way that we were taught in law school, which is forms and documents.

This is why Michael W. Blacksburg, a San Francisco estate - planning lawyer, advises his clients to put all their online passwords in an estate - planning document.

In my experience, the vast majority of clients engage in estate planning to gain a sense of reassurance that their family will be cared for after their death in the manner that the client thinks is most appropriate, to pay for documents to be prepared without receiving the benefit of legal advice may undermine the entire purpose of the planning in the first placIn my experience, the vast majority of clients engage in estate planning to gain a sense of reassurance that their family will be cared for after their death in the manner that the client thinks is most appropriate, to pay for documents to be prepared without receiving the benefit of legal advice may undermine the entire purpose of the planning in the first placin estate planning to gain a sense of reassurance that their family will be cared for after their death in the manner that the client thinks is most appropriate, to pay for documents to be prepared without receiving the benefit of legal advice may undermine the entire purpose of the planning in the first placin the manner that the client thinks is most appropriate, to pay for documents to be prepared without receiving the benefit of legal advice may undermine the entire purpose of the planning in the first placin the first place.

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.

Preparing estate planning documents without the benefit of a legal opinion may result in unintended consequences that may be costly to correct in the future.

Naturally, the legal documents to effectuate your ultimate decisions are also a necessary part of the planning process, so make sure your estate planning attorney knows your plan, to make sure everything is in place to meet your legal needs.

Both sides cited cases which stand for the same basic proposition: A beneficiary has a proprietary interest in and is entitled to production of documents relating to advice sought and obtained by a trustee in connection with the administration or management of, for instance, a pension plan, or an estate (see Froese v. Montreal Trust Co. of Canada [1993] B.C.J. No. 1529 (S.C.), aff'd [1993] B.C.J. No. 1847 (C.A.); Re Ballard Estate [1994] O.J. No. 2281 (Gen.estate (see Froese v. Montreal Trust Co. of Canada [1993] B.C.J. No. 1529 (S.C.), aff'd [1993] B.C.J. No. 1847 (C.A.); Re Ballard Estate [1994] O.J. No. 2281 (Gen.Estate [1994] O.J. No. 2281 (Gen. Div.)

Alternatively, if you are a landlord and plan to manage your own property or assisting a landlord in your role as a real estate agent, we provide valuable documents and access to affordable legal help.

The fact that we handle estate planning makes us better transactional lawyers because we can identify and address estate planning issues in your documents.