Sentences with phrase «estate planning needs such»

Not exact matches

We are qualified to assist our clients when they are in need of qualified legal advice or representation, in such legal matters concerning contracts, business formation, litigation, intellectual property including (trademarks and copyrights), real estate, taxes, estate planning, asset protection, and if the need should arise, reorganization in bankruptcy.

She also counsels many of her clients on the various types of trusts such as the marital deduction trust, special needs trusts, Q - TIP trusts, and charitable remainder trusts and helps her clients coordinate their trusts with their overall estate planning needs.

Jason Heath, a fee - only financial planner with Objective Financial Partners, says robo - advisors are a great choice for young investors who only require portfolio management for a specific savings goal and don't need to get into the more personal aspects of wealth management such as taxes and retirement or estate planning.

We offer this unique, flexible tool specifically for clients looking to plan for and protect long - term financial needs, such as wealth transfer and estate considerations.

This designation overrides any other estate planning you may have, such as a will, so you need to be certain the listed beneficiaries are those you actually want to receive a benefit.

A certified financial planner (CFP) may address a range of planning needs, such as budgeting; saving for retirement and other goals; estate and tax planning; and allocating or managing investments.

This feature is particularly true for higher - level financial planning needs, such as tax planning or estate planning.

«Term life is great for income replacement during your working years, but it's generally not suitable for a permanent need such as estate planning,» says Tom Ewanich, vice president and actuary at Fidelity Investments Life Insurance Company.

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.

High net worth estate planning may require using strategies such as the 1035 exchange for life insurance due to potentially high cash values and the need to assure that policies are performing optimally after many years.

Services provided are the 80 % of legal services that lower - and moderate - income people likely will ever need from an attorney over their lifetimes, such as family law, criminal law, estate planning, probate, small business and non-profit formation, civil litigation, and bankruptcy.

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.

Residents will need general legal services such has estate planning, business planning, and litigation.

You may want to engage another lawyer who has expertise in estate planning or tax issues; an accountant or actuary may be needed to help with a pension or business valuations, stocks or stock options, bonds; or an appraiser to deal with assets such as antiques.

If you are facing a family law challenge such as divorce, child custody, domestic violence or removal of your children, or you are in need of simple estate planning, call me at 239-963-8895.

From predictable needs such as estate planning and taxes, to family - speci c matters such as marital concerns or adversarial issues, sound and coordinated counsel o ers a steadying presence.

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.

He also helps commercial landlords and commercial tenants with their lease negotiations and other leasing issues Jonathan enjoys assisting clients with their estate planning needs, such as drafting Wills, Powers of Attorney, and Representation Agreements.

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.

If your needs are permanent (such as estate planning or covering the cost of final expenses) you may need a permanent policy.

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

We offer this unique, flexible tool specifically for clients looking to plan for and protect long - term financial needs, such as wealth transfer and estate considerations.

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.

However, if you need life insurance for such things as estate purposes, inheritance taxes, business reasons, or to set up a trust or donate to a charity, then you might be better advised to look at some other form of permanent insurance plan such as whole life or a universal life insurance policy.

This could be a good option for someone who is married or part of a couple and has estate planning needs, such as helping beneficiaries to pay estate taxes and / or helping a loved one with special needs.

There are reasons to consider a permanent policy, such as for estate planning purposes, however for most people term is significantly more doable in terms of pricing, and provides protection during the years you need it most.

Unless you have a specific need for permanent coverage, such as estate planning or funding a special needs trust, it makes sense to first buy a term policy with a conversion rider and fully fund all your qualified retirement plan and IRA options.

Some of our clients have more complex planning needs, such as trust planning, business life insurance, or estate planning.

This type of policy can have a number of different applications such as estate planning or a less expensive insurance option for a family with children that need to be cared for if both providers were to pass away.

In the case of smokers, it is rarely worth using whole life insurance as an investment unless there is a personal financial need which can only be satisfied with a whole life insurance policy such as a during trust planning or estate planning.

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.

High net worth estate planning may require using strategies such as the 1035 exchange for life insurance due to potentially high cash values and the need to assure that policies are performing optimally after many years.

This designation overrides any other estate planning you may have, such as a will, so you need to be certain the listed beneficiaries are those you actually want to receive a benefit.

The supply of sublease space is fueled by tech companies, such as Salesforce, that are moving into new headquarters and putting their old offices on the market, as well as by companies such as Twitter Inc. whose real estate needs have fallen short of their planning, according to Gundersheim.

And then I help surround my clients with all the people — such as the real estate attorney, commercial banker, accountant, contractor, architect, and project manager — they need to implement that plan.

A «Discount Solo 401k» is a Self Directed Solo 401k that has all the features of the more expensive plans, including an IRS - approved qualified plan status, a built - in Roth component, participant loan feature, maximum contribution limits, ability to invest into both traditional and alternative assets such as real estate, and direct checkbook control without the need for a custodian or an LLC.

The listing agent will need to also collect information and documentation about your home to assist with the marketing, such as, utilities, condo by - laws, survey, deed, homeowner association rules, floor plan, and any warranties that relate to your real estate property.

You can link to basic sites such as the Colorado Bar Association's section on estate planning, which offers simple explanations on what you need in an estate plan, questions to ask your attorney, and what your best options are for passing on your personal and business assets.