Sentences with phrase «estate planning needs»

This is the ideal policy for couples, especially those with estate planning needs.

Term insurance is not generally used for estate planning needs or charitable giving strategies but is used for pure income replacement needs for an individual.

Now, some wealthy people with complex estate planning needs can benefit more from other forms of life insurance, but that's not common.

It can also be a good plan for wealth transfer and liquidity planning and other estate planning needs.

People with unique circumstances — like complicated estate planning needs — might find benefits in whole life insurance.

A survivor universal life insurance policy may be a good choice if a couple has estate planning needs such as helping heirs to pay estate taxes that are due.

Also called survivor life insurance, this type of insurance helps cover two people and is often used to support long - term estate planning needs.

Our experienced professionals offer personal assistance to help you select the types of insurance that are best suited for your personal, business and estate planning needs at the most competitive price.

Work with a financial planner to determine if you have more in - depth estate planning needs.

Or perhaps you come into some money later in life and have more complex estate planning needs.

The policy, however, might offer a conversion option to permanent coverage without requiring evidence of health, should you wish to retain the coverage for other long - term estate planning needs.

One of the more unique assets we have to offer is extensive experience with serving the family law and estate planning needs of married or unmarried same - sex couples and other members of the LGBT community.

Because two parents who divorce will never stop being connected in some way, we also handle estate planning needs for our clients, to help protect them now and in the future.

Survivorship life insurance, such as the Protective Survivor UL, is a policy tailored to help meet estate planning needs.

This guide, published in 2012, is designed to be a practical tool for artists and / or their supporters to use when carefully assessing and identifying the unique estate planning needs and concerns specific to the visual arts.

Each person has different estate planning needs.

«Whether your need involves a simple incorporation or a more complicated corporate structure, we have the knowledge and skills to take on your business and personal estate planning needs.

On the advanced planning side, they even offer a Single Premium option, great for something like funding a policy up front, and then enclosing in an ILIT (irrevocable life insurance trust) to satisfy estate plan needs.

The knowledge CLU candidates gain by passing their requirements focus on the operation of the life insurance industry, in depth knowledge of laws and regulations pertaining to life insurance, and more practical concepts such as determining the life insurance needs of various types of clients with sophisticated financial situations such as business owners or clients with estate planning needs.

(Please note most people use some sort of permanent policy for estate planning needs, rather than term life insurance).

Common reasons to sell your policy • Policy no longer needed • Term Life Insurance policy length of coverage is about to expire • Struggling to keep insurance premiums • Life - threatening illness • Changes in estate planning needs

To discuss powers of attorney, or other estate planning needs or concerns, please call 800-765-2662 or fill out this form to schedule a free initial telephone or in - person consultation of up to 15 minutes; certain limitations may apply.

We also provide effective legal representation for people with unique or complicated estate planning needs, such as LGBT clients, domestic partners, trustees, personal representatives and executors.

A SUL insurance policy may be used if you're married or part of a couple and have estate planning needs such as helping beneficiaries pay estate taxes, protecting a loved one with special needs, providing a business continuation strategy, or leaving a legacy.

Modify this will to suit the specifics of your estate planning needs.

Also commonly referred to as Joint Survivorship or Second - to - Die life insurance, this policy option can be an effective tool in meeting your clients» estate planning needs.

Designed for couples with estate planning needs.

Financial Planning The Right Type of Life Insurance for Your Estate Planning Needs Life insurance works well for estate planning because of when benefits are paid and the ability to create wealth for heirs outside of the estate.

Estate planning needs to be taken seriously no matter how simple or complex the plan.

To discuss how our attorneys and staff at Stegall, Katz & Whitaker can assist with your estate planning needs, call us today at 602-241-9221 or e-mail our law firm in Phoenix, Arizona, to schedule a consultation.

Our lawyers are committed to building long - term relationships with clients so they can rely on us to handle their estate planning needs in all stages of life.

With his experience, he can offer you sound legal advice regarding your estate planning needs, like wills, trusts, power of attorney, the probate process, etc..

She represents individuals with respect to their wealth and estate planning needs, particularly with respect to estates containing business interests.

If you have real estate concerns, a business dispute, or estate planning needs — you may be tempted to think that you have to go all the way to Boston to find the type of quality legal services and experienced representation you need.

A basic estate plan is an estate plan that includes legal documents which, together with proper nonprobate asset beneficiary designations, are likely to address the estate planning needs of most people, but which avoid the complexities of drafting and enforcing a trust.

There are various tools available for your estate planning needs, including the preparation of wills and trusts.

Clients also turn to us for estate planning needs, including the establishment of wills, trusts, powers of attorney and health care directives.

Ms.. On advises individuals and families on their succession and estate planning needs, while Osborne provides international tax and structuring advice to families and trustees of family trusts on a variety of issues.

Estate plans need to include digital assets.

We ask: «What are the family needs, estate planning needs, or desire to acquire another / new business?».

Feel free to speak with one of our professionals about a tailor made solution for all of your business and estate planning needs.

Your individual estate planning goals are unique to you, and your estate planning needs may be simple or complex.

Estate planning: We are a full - service estate planning and probate law firm, focusing on the estate planning needs involved with family - owned businesses.