Sentences with phrase «estate planning services»

We also represent individuals in civil litigation, handle real estate transactions, provide estate planning services, and defend clients in criminal cases.
For example, contingent - fee clients should be offered estate planning services when their settlement or verdict is collected.
We offer comprehensive estate planning services tailored specifically to your family's goals.
Other than a few restrictions such as limitations on using funds for estate planning service firms and certain annuities or insurance products, the loan proceeds could be used for anything you choose.
This means we can offer you complimentary, confidential, professional estate planning services to help you benefit your family, and the causes you're most passionate about.
Whether you're going through a divorce or require estate planning services, our lawyers possess the experience and client commitment to deliver satisfying results.
By all means, offer custom estate planning services, but why not make a lower - grade option available at a lower cost?
Developed strategic client acquisition marketing plan by offering comprehensive financial planning and estate planning services which resulted in 15 % trust asset growth.
Our lawyers provide comprehensive estate planning services, with an emphasis on anticipating tax implications.
Other than a few restrictions such as limitations on using funds for estate planning service firms and certain annuities or insurance products, the loan proceeds could be used for anything you choose.
If there is a law school nearby, check to see if their legal clinic offers estate planning services.
Siobhán practices in the Dallas area and specializes in advising small businesses on their legal rights, responsibilities, and obligations, and providing basic estate planning services for families with young children.
He offers his clients a full range of financial and estate planning services such as fee - based planning, investment advisory and management, wealth management, asset protection planning, and debt reduction and management.
Sonja Panajotovic's estate planning services include the preparation of documents ranging from simple wills to advanced health care directives, asset transfers and living trusts.
School (2008 — 2010), as a volunteer through Atlanta Volunteer Lawyers Foundation, and has helped numerous rural clients receive pro bono estate planning services through the Georgia Appleseed program.
Not to mention that Firm 2 charges $ 500 less for the same standard estate plan service, which has tremendous built - in value to incentivize new clients to sign up.
After over 36 years of legal practice, Robert Muehlenweg has developed a well - defined strategy that provides affordable and compassionate estate planning services for his clients.
This question is interesting to me because Heritage Law currently offers simple estate planning services to clients entirely over the internet through a secure online portal on our firm web site.
San Diego, CA About Blog The Academy is a national educational organization dedicated to promoting excellence in estate planning by providing its exclusive membership of attorneys with up - to - date research on estate and tax planning, educational materials, and other important resources to empower them to provide superior estate planning services.
New York About Blog With over twenty years» experience, Ettinger Law Firm combines the fields of Elder Law and Estate Planning to provide comprehensive estate planning services coupled with elder disability and Medicaid planning issues Frequency about 2 posts per week.
«This is such a positive move for the team at ADS», states Lani Baron, founder of the renowned family law firm, specializing in divorce mediation and related estate planning services for families in transition.
If you are facing divorce or family law issues, have suffered personal injury or need estate planning services and need legal representation, visit or contact the law office of Steven C. Weinstein today and see how he can help you.
We also help people plan for their family's future by offering a full range of estate planning services, including:
He offers his clients a full range of financial and estate planning services such as fee - based planning, investment advisory and management, wealth management, asset protection planning, and debt reduction and management.
So, within our practice niche we «do it all» — offering estate planning services, estate and trust administration and fiduciary litigation.
Wasatch Peaks Credit Union has teamed up with Attorney Jonathan Pace from the law firm of Allen, Paceand Willliams to offer Wills, Trusts and Estate Planning services for our members.
Matt also provides estate planning services and assists clients in estate administration and probate litigation.
Offers wealth and estate planning services to consumers, specializing in the Chinese - Canadian community
From tax planning and investment management, to wealth preservation plans, establishment of foundations, and other philanthropic entities, Excel Tax & Wealth Group offers its clients a full range of tax, financial and estate planning services.
That's why Shell Retirement, Trust & Investment Services has partnered with MEMBERS Trust Company to bring personalized trust and estate planning services to our members.
From tax planning and investment management, to wealth preservation plans, establishment of foundations, and other philanthropic entities, Excel Tax & Wealth Group offers its clients a full range of tax, financial and estate planning services.
Contact us for more information about our estate planning services.
He suggested advisors must decide whether they can add value with more dynamic asset allocation approaches, or else differentiate with highly personalized financial and estate planning services.
Heron Wealth is a New York City - based wealth management firm that provides fee - only financial planning, investment advice and estate planning services.
Through our partnership with Tulsa Community Foundation (read more) and as a service for our donors and friends, DVIS provides complimentary, confidential, estate planning services.
They will also discuss the need for will drafting and estate planning services and discuss the next steps to ART CART - SAVING THE LEGACY, an initiative for older artists to document their work, as well as protect that work after the artist's death.
Rocket Lawyer Helps Families Replace Lost Home Value by adding Transamerica Life Insurance to its Estate Planning Service
Our fee list includes a full list of our prices, including flat fees for estate planning services.
The Law Offices of Joshua E. Stern provide divorce, family law and estate planning services to clients in Evanston, Chicago, Deerfield, Glencoe, Glenview, Highland Park, Lincolnwood, Northbrook, Northfield, Rogers Park, Skokie, Wilmette and Winnetka.
Ferriter Law provides estate planning services, wills, trusts, elder law services, asset protection and Medicaid planning to families just like you.
This project is managed by the Alabama State Bar Volunteer Lawyers Program and provides area firefighters, police and emergency medical personnel free basic estate planning services.
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