Sentences with phrase «estate planning process»

Retirement assets are transferred outside the normal estate planning process to «designated beneficiaries» named on each individual account.

In this guide, we'll cover the entire estate planning process, from writing a Will to how to distribute your plan to your family and doctors.

Estate Planning — As you can imagine, life insurance is now heavily involved with the estate planning process because it provides a source of liquidity in the form of cold hard cash after you die.

As you look to the future and begin the estate planning process, consider increasing your savings by opening an IRA (Individual Retirement Account) CD or an IRA money market account.

However, there is another important part of the estate planning process that concerns the role of life insurance for estate planning which uses the right life insurance coverage to accomplish specifically identified estate planning goals.

Business continuity succession planning is the estate planning process for maintaining the continuity of a business following the death of major shareholders or contributors.

In this article we will discuss life insurance for estate planning, by going over a simple summary of the estate planning process, followed by the various ways life insurance is used in this process AND, finally, wrapping up with some recommendations for the major types of life insurance policies that are suited for various estate planning goals.

Explaining «what is a testamentary trust» to your clients early on in the estate planning process is advisable.

Before you start the estate planning process, make sure you get informed.

We counsel clients in strategies to avoid disputes both during the estate planning process and in the process of administering estates.

Probate can be prevented during the estate planning process, typically by implementing trusts.

Avoid common misconceptions or mistakes regularly made during the estate planning process with these easy tips:

No matter where you are in the estate planning process, we're here to help.

Primerica, in the training and philosophy, doesn't properly educate agents on the proper application of various permanent life insurance products and how they can benefit customers, depending largely on where that customer is in their estate planning process.

Creating a will yourself is an option in the estate planning process, but there are times when you should consult a lawyer and get their exp...

Whether you're looking to preserve your estate for tax planning purposes, ensure the availability of funds for a special - needs child, establish an educational trust, or provide a lasting benefit to charity, life insurance can play an integral role in the estate planning process.

Estate planning attorneys are helpful during the estate planning process and afterwards through the process of probate court.

The estate planning process is meant to help you manage and preserve assets while you're alive and to conserve and control distribution after your death in accordance with your goals and objectives.

At Protective, we understand the importance of the estate planning process.

Creating a will yourself is an option in the estate planning process, but there are times when you should consult a lawyer and get their expertise, especially if your affairs are complicated.

Creating a will is an important part of the estate planning process.

One goal for 2017 is to kickstart your estate planning process: devising a will, organizing your assets and investments, naming beneficiaries and executors, and mapping out end - of - life arrangements.

In many ways, life insurance plays an active role in the estate planning process — primarily for its tax advantages.

However, there is another important part of the estate planning process that concerns the role of life insurance for estate planning which uses the right life insurance coverage to accomplish specifically identified estate planning goals.

Business continuity succession planning is the estate planning process for maintaining the continuity of a business following the death of major shareholders or contributors.

Estate Planning — As you can imagine, life insurance is now heavily involved with the estate planning process because it provides a source of liquidity in the form of cold hard cash after you die.

In this article we will discuss life insurance for estate planning, by going over a simple summary of the estate planning process, followed by the various ways life insurance is used in this process AND, finally, wrapping up with some recommendations for the major types of life insurance policies that are suited for various estate planning goals.

For many, survivorship whole life insurance is an essential part of the estate planning process.

It's important to look at the length of time the policy will be in place, the terms and conditions of the policy, and how the policy fits into your estate planning process.

If you're looking for a well - organized overview of the estate planning process, Estate Planning Links recommends the «Crash Course in Wills and Trusts» maintained by attorney and financial planner Michael T. Palermo under its «Best Sites.»