Sentences with phrase «estate planning documents such»

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

Estate planning for everyone starts with certain estate planning documents such as a last will and testament, durable power of attorney AND revocable and irrevocable trusts.

Estate planning for everyone starts with certain estate planning documents such as a last will and testament, durable power of attorney AND revocable and irrevocable trusts.

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.

Not exact matches

An estate planning attorney, software such as Quicken WillMaker, or an online service provider such as Nolo are all ways to create such documents.

An estate planning attorney can help you determine how the property should be titled and help you create any appropriate documents, such as a will or a trust.

Reviewing one's estate planning documents, such as a will, trust, and medical directive is very important.

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.

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.

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.

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.

This works well for document - intensive projects, such as an estate plan or an incorporation.

Mr. Hafen's practice includes advice regarding sophisticated tax, estate, asset protection, and business planning strategies, including the preparation of documents such as wills, living trusts, durable powers of attorney, healthcare directives, asset protection trusts, irrevocable life insurance trusts, gift programs, grantor retained annuity trusts, education trusts, family limited partnerships and limited liability companies, generation - skipping transfers, charitable giving, charitable remainder trusts, private foundations, property agreements, and prenuptial and postnuptial agreements.

«Whether our customers want one of the products reviewed by the Supreme Court, such as documents related to business formation, estate planning documents, or real estate leases, or they want the help of licensed South Carolina attorneys associated with LegalZoom's legal plans, LegalZoom will continue its business practices in South Carolina and all 50 states in which LegalZoom operates.»

A practice of saving paperwork for one year after the relevant statute of limitations for a lawsuit expires is common, but some kinds of paperwork needs to be retained much longer such as vital statistics records (e.g. birth certificates, marriage certificates and divorce decrees) that can prove citizenship and marital status, documents showing the purchase price of property that may later be sold until it is sold (for tax purposes), documents that prove ownership of property that is still owned, documents that prove final payment of debts, many documents related to a divorce, and many documents related to estate planning.

In the Bitcoin news — Georgian Minister of Justice and other government agencies are already planning on inserting real estate documents to its Blockchain network; India - based Axis Bank will soon begin leveraging distributed ledger tech; Indonesian authorities say they have evidence that Islamic State (IS) militants are using online money services such as PayPal and bitcoin to send money to domestic operatives; Kickstarter - backed Board Game Bitcoin Empire Ships; After announcing its move away from Bitcoin to focus on international fiat transfers, Circle received harsh criticism from cryptocurrency users, who accused the company of doing a U-turn on its USP; Interest in «Bitcoin» according to Google search data shows that the the world's hedge fund capital tops all other places in the Tri-State area.

Paralegal — Duties & Responsibilities Provide excellent legal and administrative support in a fast paced, high intensity law firm environment Perform legal research and document preparation such as affidavits, contracts, and correspondence Discover and analyze applicable case law, statutes, codes, and influential secondary sources Develop experience with civil litigation including employment, contract, real estate, and business law Responsible for pretrial preparation such as exhibit organization and documentation Manage client case files in company electronic filing system resulting in accurate and organized records Monitor and update firm law library with up to date primary and secondary sources Participate in civil, criminal, and administrative mock trials Train in all evidentiary, procedural, and substantive aspects of litigation Proficient in public relations theory, strategy, and comprehensive campaign management Develop and implement communications plans through in depth analysis of client challenges Create brand awareness, corporate identity, logos, signage, special events, and strategic partnerships Oversee company budgets, support staff, contracts, and daily operations

An AHCD is often included in an estate - planning package with other estate documents such as a trust or a will.

Typically, estate planning documents — wills and trusts — should be revised after major life changes such as a child's birth, significant change in the amount of money and marriages / divorces.