Sentences with phrase «estate planning issues including»

He has advised some of Canada's premier artists on estate planning issues including planning for post mortem administration of their artistic legacies.

Not exact matches

Also include in your estate planning a financial power of attorney, health power of attorney and advance medical directive, so you know that someone you've designated will have a say in what happens (or you'll have left directions) in case a debilitating issue prevents you from making decisions for yourself.

The ATA credential identifies preparers who handle sophisticated tax planning issues, including planning for owners of closely held businesses, planning for the highly compensated, choosing qualified retirement plans and performing estate tax planning.

Mark's primary areas of expertise include: assisting clients with substantial private businesses manage the growth from a financial and strategic perspective advising high net worth clients on succession and estate planning issues helping clients achieve the optimal value for their business upon disposal on an after tax basis analysis of business performance assisting clients with debt raising issues structuring client's affairs for maximum tax benefits.

«There are so many state laws and policies that involve real estate,» including regulations for subdivision planning and labor and safety issues, Barber said.

Staten Island, NY About Blog The attorneys at our firm provide high quality legal representation in a wide range of practice areas, including Real Estate, Bankruptcy, Business and Commercial Law, Wills and Estates, Medicaid Planning, Mortgage Modification, Immigration, Nursing Home Patient Care Issues, Landlord & Tenant, Mediation, Commercial Litigation, and Divorce Law.

Keep in mind, however, that if you have a complex financial life that includes stock options, sophisticated tax planning, or estate planning issues, or if you value the ability to interact with a human advisor, a digital advisor may not be able to provide the personalized financial planning help you need.

My Journey to Millions is an 8 year old personal finance blog focused on topics including basic personal finance issues, advanced insurance planning, high net worth estate planning.

Di Vito suggests discussing the issue of parent care with siblings and parents before including them in an estate plan.

Specific estate planning objectives in addition to preparing a distribution plan for estate assets, may include some additional planning to accommodate issues such as:

My Journey To Millions About - My Journey to Millions is an 8 year old personal finance blog focused on topics including basic personal finance issues, advanced insurance planning, high net worth estate planning.

Long Island, New York About Blog My Journey to Millions is an 8 year old personal finance blog focused on topics including basic personal finance issues, advanced insurance planning, high net worth estate planning.

Rocket Lawyer offers free legal help and information on a wide variety of topics, including business formation, estate planning, family issues, and many more.

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.

Sukhminder's trust and estate practice focuses on working with clients and their families to address all aspects of estate planning and ensuring a smooth succession, including complex tax, estate, and family issues.

The firm represents clients throughout Dakota County on a variety of legal issues; including: divorce, family law, estate planning, and probate.

Attorneys are asked to donate an hour or two of their time to provide over the phone advice to pre-screened clients in need of advice with a civil legal issue including parenting plans, dissolutions, child support, wills and estates, housing, bankruptcy, consumer, federal tax, and employment issues.

My practice includes assisting businesses and individuals with a broad range of tax issues, including personal and corporate tax planning, cross border services and estate planning, as well as tax dispute resolution and tax litigation.

Topics include estate planning, probate, personal injury and bankruptcy cases and issues.

Property issues and disputes of all types, including: contracts for the acquisition, development and management of land; options and conditional contracts; overage claims; project management and similar contracts; mortgages and other security arrangements, including enforcement disputes; planning and other statutory issues connected with property contracts; leases of all types; landlord and tenant disputes (particularly commercial — including retail, leisure and distribution — and residential); rent reviews; leasehold enfranchisement; rights over land (including easements, covenants and rights of light); trespass and nuisance claims; disputed asset disposals; estate agency; property - related competition law issues; and commons and village greens.

The dedicated professionals at Nearhood Law Offices, PLC, have the experience to provide sophisticated representation for real estate, business and estate planning issues throughout the State of Arizona, including Scottsdale, Phoenix, Tempe, Mesa, Gilbert, Chandler, Glendale, Peoria, Fountain Hills, Paradise Valley, Carefree and Cave Creek, and Maricopa County, Pinal County, Coconino County and Mohave County.

Venessa G. Capo, Associate Venessa enjoys an active Real Estate & Will and Estate Planning practice which includes residential and commercial real estate transactions, mortgages, Wills, powers of attorney, estate administration and related iEstate & Will and Estate Planning practice which includes residential and commercial real estate transactions, mortgages, Wills, powers of attorney, estate administration and related iEstate Planning practice which includes residential and commercial real estate transactions, mortgages, Wills, powers of attorney, estate administration and related iestate transactions, mortgages, Wills, powers of attorney, estate administration and related iestate administration and related issues.

Unlike many law firms, our team includes private client, personal tax and property estate experts which means we can advise quickly and comprehensively on estate planning issues.

The accreditation requires demonstration of expertise across all legal and other issues which affect farmers and landed estate owners, including farming business structures, trusts, taxation, land law, agricultural holdings, town and country planning and the Common Agricultural Policy.

Venessa enjoys an active Real Estate, Will and Estate Planning practice which includes residential and commercial real estate transactions, mortgages, Wills, powers of attorney, estate administration and related iEstate, Will and Estate Planning practice which includes residential and commercial real estate transactions, mortgages, Wills, powers of attorney, estate administration and related iEstate Planning practice which includes residential and commercial real estate transactions, mortgages, Wills, powers of attorney, estate administration and related iestate transactions, mortgages, Wills, powers of attorney, estate administration and related iestate administration and related issues.

His practice areas include corporate transactions, private placements of securities and venture capital financing, commercial litigation, commercial and residential real estate, employment issues and executive compensation agreements, intellectual property issues focusing on patent licensing, copyright, and trademark, and estate planning.

Our firm counsels more mature businesses and individuals on a range of issues including tax and estate planning, shareholder arrangements and corporate transactions.

Tom specialises in advising business owners and their families on a wide range of complex succession issues including Will drafting and Estate planning, the formation of Trusts, administration of Estates and Powers of Attorney.

We are able to deliver practical and commercial legal advice to our clients by drawing on the expertise of other practice areas within the firm, including property, tax and estate planning and the challenging issues of passing property to the next generation.

Topics covered include: ICBC no Fault benefits, financial and estate planning, insurance issues, human rights matters and personal injury litigation.

Recent highlights include advising the Borough of Wandsworth on an estate renewal scheme, which involves structuring contractual agreements with the private sector, site assembly issues, including buying residential and community assets in preparation for the regeneration, advice on CPO strategy, planning issues and technical housing law issues.

Bateman & Bateman, PC assists Middle Tennessee clients with a wide variety of legal issues, including personal injury, family law and estate planning matters.

Our experience encompasses the full range of issues, including tax planning and controversies, corporate and business law, mergers and acquisitions, estate planning, trusts and estates administration, business succession planning, charitable giving and fiduciary litigation.

Our private client team provides advice in respect of tax and trust issues, estate management and planning; charities; Wills and probate; contentious probate including litigation and dispute resolution relating to Wills, estates and trusts; and international private client services.

Case issue groups include: Procedure and Jurisdiction, Malfeasance and Remedies, Officers, Administration, Lift of Automatic Stay, Debtor's Rights and Duties, Plan and Disclosure Statements, Objection to Confirmation, Property of the Estate, Dismissal and Conversion, Discharge and Dischargeability, Claims and Liens, Objection to Proof of Claim, Avoidance, and State or Other Federal Law.

Suzanne's interest in Elder Law Estate Planning comes from her personal experience as a daughter caring for the needs of her father after he was diagnosed with many health issues including dementia.

Her particular areas of expertise are wills, covering areas such as tax planning, providing for disabled beneficiaries and other complex or unusual circumstances, administration of estates, including high net worth cases involving agricultural and business property, deeds of variation and elderly client issues, including community care, asset protection trusts, powers of attorney and court of protection.

Tax attorneys deal with a variety of tax - related issues, including estate planning, domestic and international business, the IRS, and more.

Artem's practice includes assisting businesses and individuals with a broad range of tax issues, including personal tax planning, corporate tax planning and reorganizations, estate planning and general corporate commercial matters.

Mark C. Metzger is an attorney in solo practice in Naperville, Illinois (west suburban Chicago), where his practice is focused on three areas: advising businesses on Internet and technology - related contracts and issues; estate planning up to and including Medicaid spend down avoidance; and real estate transactions.

Efficient handling of sophisticated domestic, cross-border and international income and estate / gift tax matters, including multi-generation and multijurisdictional estate planning and trust / estate administration matters, international trust planning and restructuring transactions involving US income and transfer tax considerations, foreign trust law issues and international charitable entities.

Frasca focuses his practice on sophisticated estate and business succession planning for high net - worth individuals and families, with an emphasis on tax - efficient planning and philanthropic giving, and on assisting tax - exempt organizations, including with respect to nonprofit formation, governance, and various tax - related issues.

The firm's real estate practice is not limited to residential and commercial closings and title searches, but includes zoning, land use planning, land ownership, title disputes, real estate litigation, landlord / tenant law and other RI and Massachusetts real estate legal issues

This free packet contains easy - to - read information on more than 15 legal issues, including how to choose the right lawyer, alternative ways to resolve disputes, divorce, elder law, buying a home and estate planning.

Our primary areas of expertise include term life insurance, universal life and equity indexed universal life, disability income insurance, in - force policy review, insuring tough health issues, business insurance including business succession and key man life and disability insurance, as well as estate planning.

Representing over 80 of the nation's highest rated and most respected life and disability insurance companies, MEG's primary areas of expertise include term life insurance, universal life, disability income insurance, in - force policy review, insuring tough health issues, business insurance including business succession and key man life and disability insurance, as well as estate planning.

MEG's primary areas of expertise include life insurance, life insurance settlements, insuring tough health issues, business insurance including business succession and key man life and disability insurance, as well as estate planning.

Representing over 80 of the most respected life and disability insurance companies, our primary areas of expertise include term life insurance, universal life and equity indexed universal life, disability income insurance, in - force policy review, key man life, business succession planning, insuring tough health issues and estate planning.

Although whole life insurance premiums are generally more expensive than those for a term life insurance policy, if you have combined insurance needs that include your mortgage and other estate planning issues, the lifetime protection aspect of a whole life product can lend itself to meeting both your short - and long - term needs.

Specific estate planning objectives in addition to preparing a distribution plan for estate assets, may include some additional planning to accommodate issues such as: