Sentences with phrase «estate planning techniques»
This can be done with an array of estate planning techniques.
lawyer-monthly.com
Changing the ownership of life insurance policies is an important estate planning technique.
A DC trusts and estates lawyer can provide assistance with all types of estate planning techniques so you can develop a comprehensive plan for your future.
Please note: for couples, a separate will should be created for each person, as a «joint will» is not recommended, and if your estate is likely to be more than the federal applicable exclusion amount ($ 5,120,000), you may want to use more complete estate planning techniques that are not provided by this document.
Attorney guest blogger Jeramie Fortenberry writes how, despite uncertainty over future estate tax legislation, there are a few estate planning techniques that can help taxpayers take advantage of the 2010 estate tax cuts before they expire.
Among his publications, he authored «Irrevocable Trusts,» Estate Planning Techniques Handbook, Institute of Continuing Legal Education, 1978.
A common estate planning technique to avoid probate tax is for a parent to transfer his or her house into joint tenancy with one of his or her children.
The case involved a number of failed estate planning techniques.
The closing quote of the article says it all: «Estates practitioners must be extremely cautious when advising clients with respect to the potential consequences of estate planning techniques in the event of a separation of their clients and / or their client's children».
Purchasing a permanent life policy to pay state and federal estate taxes is «an age - old estate planning technique,» Bress adds.
A DC trusts and estates lawyer provides assistance with all types of estate planning techniques so you can develop a comprehensive plan for your future.
-- I am a little late to the story, but I was shocked to learn that a few of the Facebook founders used an estate planning technique known as a Grantor Retained Annuity Trust (GRAT) to help their future heirs save on estate taxes.
We're at least encouraging [clients] to review the estate planning techniques that go beyond the will» such as life insurance contracts and registered accounts.