Sentences with phrase «estate planning guidance»

When we talk about formulating a strategy using top life insurance policies for seniors to leave a legacy, it starts with some basic estate planning guidance.

I will say, though, that I am fully qualified to provide legal advice and estate planning guidance in the State of Minnesota.

When we talk about formulating a strategy using top life insurance policies for seniors to leave a legacy, it starts with some basic estate planning guidance.

Not exact matches

Additionally, Ms. Johnson partnered with estate attorneys, accountants and stock plan specialists to deliver holistic guidance around clients» executive compensation, generational wealth transfer needs and charitable giving goals.

His goal was to provide financial guidance to people in all areas including: investments, insurance, taxes, and estate planning.

This article may offer some guidance as to when you should review your estate plan.

There is also information on the important policies and processes that schools should have in place, guidance on how to plan estate projects, and tips on making the most of property assets.

Your estate plan should include instructions for «funding your living trust» as well as guidance for completing your beneficiary designations on life insurance and other investment accounts.

But as even he has discovered, many of these investors may still need some help or guidance in choosing ETFs, settling on an appropriate asset allocation, rebalancing or even with financial issues that go well beyond managing investment portfolios — more holistic challenges like tax - efficient withdrawal strategies, insurance and estate planning, debt management and the like.

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.

At Eisen Law, our team of experienced estate litigation lawyers can provide you with the necessary advice and guidance to help you plan ahead in your personal affairs or navigate tough and emotional legal situations.

Contemplating bankruptcy, divorce, or estate planning is difficult without the honest guidance of a lawyer experienced and knowledgeable in the laws of bankruptcy, divorce and estate planning.

His focus is in the fields of estate planning, estate administration and estate litigation as well as business and commercial tax planning, litigation and transactions of commercial real estate, leases, acquisitions, mergers, dissolutions, and private business compliance and guidance.

The platform is built so that estate planning attorneys can provide a new service that adds value, guidance and billing opportunities with their clients, while giving family members an easier way to deal with the burdens that come with complicated estate management.

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.

Whether you have practiced estate planning for decades and want to ensure your marketing stays contemporary or are looking for the guidance as you move into a new practice area, our new report will offer you insight and substance.

No matter what legal issue you're facing — whether it's setting up a new business, creating an estate plan, or taking a negligent company to court — having the guidance of a trained lawyer makes the process go much more smoothly.

Whether you are experiencing a divorce or need guidance in an estate planning matter, Surovell Isaacs & Levy PLC in Fairfax can attend to your needs.

We offer a full range of legal services to our clients, from criminal defense to employment advice, and from commercial law guidance to estate planning.

Serving Santa Monica and surrounding communities with probate, estate planning and elder law guidance for more than 20 years.

At Sultan & Sultan, we provide experienced legal guidance in the areas of probate, trust administration, estate planning and elder law.

Estate Planning and Probate: We offer personalized legal guidance in estate planning, including drafting wills and other estate planning docuEstate Planning and Probate: We offer personalized legal guidance in estate planning, including drafting wills and other estate planning doPlanning and Probate: We offer personalized legal guidance in estate planning, including drafting wills and other estate planning docuestate planning, including drafting wills and other estate planning doplanning, including drafting wills and other estate planning docuestate planning doplanning documents.

Karon also provides sound guidance with estate administration and planning, domestic and off - shore trusts, and succession planning for owners of family businesses.

In other words, while the firm undergoes the necessary steps to shift the mindset from one that operates under the billable hour model, we recommend that a small group works with us to go thru the process of shifting a subset of their matters to AFAs — maybe plans for estates under $ 2 million or single plaintiff employment cases — under our guidance.

She provides her clients with guidance on the establishment of business structures, tax - efficient corporate reorganizations, purchase and sale transactions, business financing, estate planning, business succession planning and other commercial transactions.

Sure, you have the choice of managing your finances yourself (and perhaps have been for a number of years), but there comes a time when you might need some additional help and guidance with things such as retirement and / or estate planning.

SBLI offers SBLI Legacy Protection to help manage all of the necessary aspects of long - term care and estate planning — including legal overview, financial guidance, and nursing care management expertise.

Choosing a survivorship universal life insurance policy is best done under the guidance of a properly qualified estate planning attorney, as this policy is intricately tied to your estate taxes and financial planning in the event of your death.

Estate planning is an intricate process and should be finished with the guidance of your life insurance agent, attorney, and also other experts you might deal with (e.g. accounting professionals, trust officers, etc.).

¥ Provided knowledgeable financial tax estate planning and investment guidance.

Lynch will seek guidance of her mentor, 2008 Good Neighbor Winner Lei Barry, ABR, CRS, of Keller Williams Real Estate in Blue Bell, Penn., on developing a strict budget and implementing an effective fundraising plan.

The Real Estate Licensing and Registration Act, the Real Estate Seller's Disclosure Act, the Planned Communities Act, and the Co-Op and Condominium Act provide ample guidance regarding licensees» obligations to their clients, and establish penalties for non-compliance.

Hodge will seek guidance from her mentor, 2010 Good Neighbor Cathie MacGregor Critchlow, Better Homes & Garden Real Estate Franklin Group, South Ogden, Utah, to build a strategic plan.