Sentences with phrase «estate planning strategies»

If you have considerable wealth, you can leverage whole life investments into your overall estate planning strategy, setting up a trust that will use policy benefits to pay off estate taxes.

Such estate tax law changes can turn a good estate planning strategy into a bad one for the same client.

A bankruptcy attorney can provide estate planning strategies that may impact your disposable income calculations and make it easier to «pass» the Chapter 7 means test.

Review estate planning strategies and their applications in specific, complex situations, such as those involving minor heirs, adult dependent family members, persons with disabilities, and blended families.

She began her law practice in 2005 at The Bowden Law Firm, focusing in sophisticated estate planning strategies for high net worth families.

Wealth Management: counsels multiple generations of domestic and international families on all aspects of wealth management, including development and implementation of estate planning strategies designed to minimize taxes and preserve family wealth.

Irrevocable life insurance trusts (ILIT) have been a sought after estate planning strategy.

Although Phoenix Life Insurance Company offers a variety of financial services and insurance products such as estate planning strategies, annuities, and income strategies, their primary focus is centered on permanent universal, variable, and whole life insurance.

Plus, it has a cash - value component that can prove useful as part of a highly customized estate planning strategy.

He advises clients on a broad range of basic and sophisticated estate planning strategies, estate and trust administration issues, probate, estate and trust dispute resolution matters, and the preparation of gift and estate tax returns.

Wealth Management: advises on all aspects of wealth management, including development and implementation of estate planning strategies designed to minimize taxes and preserve family wealth.

Survivorship life insurance is also used a great deal in estate planning strategies.

Creditor protection: Since the Supreme Court's decision on Inherited IRAs poses a number of important asset protection planning opportunities, customers should seek professional advice from their lawyer or tax advisor regarding estate planning strategies, beneficiary designations, and withdrawal strategies.

Estate taxes may now be an issue and you may want to explore various estate planning strategies to reduce your taxes or minimize the impact of those taxes.

Episode 25: Estate Planning Strategies Learned from 36 Years of Practice: Pay - As - You - Go and Fixed Fees, Probate Advice, and the Importance of Cultivating Empathy for Grieving Clients

Establishing and funding an irrevocable life insurance trust (ILIT) is one of the smartest estate planning strategies for paying the federal estate tax.

Needs it helps meet: Universal life insurance is most often used as part of a flexible estate planning strategy to help preserve wealth to be transferred to beneficiaries.

If you don't have (or perhaps don't need) an ILIT, you should still understand how second to die life insurance may strengthen your overall estate planning strategy.

Irrevocable life insurance trusts (ILIT) have been a sought after estate planning strategy.

Plus, it has a cash - value component that can prove useful as part of a highly customized estate planning strategy.

Our firm focuses exclusively on family law matters including divorce, division of marital assets, legal separation, child custody, paternity issues and child support; the implementation of estate planning strategies and the issues surrounding the injury or death of a loved one.

Your advisor can provide access to the appropriate resources and will partner with you and any professionals like your attorney and accountant, to help you develop financial, income tax, and estate planning strategies.

She also assists clients who have US citizenship or green card status on trust and estate planning strategies.

Learn best practices to help identify what you seek to achieve with your wealth; educational approaches to engage and prepare the next generation; and trust and estate planning strategies that will help bring your goals to fruition.

A stretch IRA is an estate planning strategy that extends the tax - deferred status of an inherited IRA when it is passed to a non-spouse beneficiary.

Joint last - to - die is suitable for estate planning strategies, but what is joint first - to - die life insurance used for?

So, it is important to consider the withdrawal of cash value as part of your financial and estate planning strategy.

It you have any questions about this or any other life insurance or estate planning strategy, connect with us today.

I also like the idea of contributing to my TFSA even in retirement as an estate planning strategy.

It can be useful as part of a highly customized personal finance or estate planning strategy (e.g., if you have a lot of money and other assets to work with).

One estate planning strategy that families with closely held businesses could consider is the family ltd partnership.

This involves taking a fresh look at retiree expenses and income, as well as withdrawal and estate planning strategies.

It is sometimes useful as part of a highly customized personal finance or estate planning strategy, thanks to the cash value component.

Joyce Lee, Estate Planning Strategies, presentation sponsored by Invest - A-Flex Financial Advisors (April 2005)

It is sometimes useful as part of a highly customized personal finance or estate planning strategy, thanks to the cash value component.

It can be useful as part of a highly customized personal finance or estate planning strategy (e.g., if you have a lot of money and other assets to work with).

In addition to simply paying out a benefit upon an insured's death, life insurance policies can also be a primary component of one's overall financial, retirement, and estate planning strategies.

Listed below are life insurance explanations as well as recommendations for purchasing a life policy, tax avoidance and estate planning strategies.

So, it is important to consider the withdrawal of cash value as part of your financial and estate planning strategy.

It you have any questions about this or any other life insurance or estate planning strategy, connect with us today.

If you don't have (or perhaps don't need) an ILIT, you should still understand how second to die life insurance may strengthen your overall estate planning strategy.