Mediation is helpful for
estate planning purposes because:
You want to use it for
estate planning purposes because you're set to owe federal or state estate taxes on your assets
You want to use it for
estate planning purposes because you're set to owe federal or state estate taxes on your assets
Not exact matches
Too many spouses lose their exemption
because a new home was purchased in joint names
because the bank suggested it for financing or the lawyer suggested it for
estate planning purposes.
This is key
because, for
estate planning purposes, a death benefit is not needed until both parties have passed.
Because the death benefit is still tax free, a MEC is still useful for
estate planning purposes.
Because of the ages typically involved, term insurance applications for
estate planning and
estate liquidity
purposes are rather limited.