Sentences with phrase «estate planning tool providing»

Not exact matches

When your goals shift from retirement income to providing for future generations, variable annuities can be a valuable estate planning tool.

The program provides education and tools for individauls to leave a legacy with TEF for scholarships and other outreach programs via your estate planning.

Estate Map, a cloud - based tool for estate planning attorneys and consumers, embraces cloud - based technology and provides an easy way to store and share information about one's estate plan and related informEstate Map, a cloud - based tool for estate planning attorneys and consumers, embraces cloud - based technology and provides an easy way to store and share information about one's estate plan and related informestate planning attorneys and consumers, embraces cloud - based technology and provides an easy way to store and share information about one's estate plan and related informestate plan and related information.

Estate Map, a cloud - based tool for estate planning attorneys and consumers, provides an easy way to store and share information about one's estate plan and related informEstate Map, a cloud - based tool for estate planning attorneys and consumers, provides an easy way to store and share information about one's estate plan and related informestate planning attorneys and consumers, provides an easy way to store and share information about one's estate plan and related informestate plan and related information.

Aaron Street: Yeah I mean I think this can be taken too far, so if you had an example like Brad where he only represents criminal defendants and therefore there's no risk of him having a conflict come through the site when he's getting actual information about actual cases, but you could see in a litigation, let's say a family law lawyer, if their website were trying to collect information to provide tools as both an intake and access to justice solution that you potentially run into tremendous conflicts of interest problems there and I think obviously any lawyer considering pursuing this for their firm should think through the implications of their particular situation, but I think what Brad's doing is awesome in the context of his criminal law practice and I think there are versions of a similar model that could be used in something like your debt collection defense practice or a small business startup practice or an estate planning practice, but that doesn't mean that it's a model that should be replicated by every lawyer in every practice.

Professional Experience Waddell & Reed (Naperville, IL) 2009 — Present Financial Advisor • Identify and develop leads of prospective clients of financial planning and investment services, focusing on generating sales to potential and existing clients and maintaining high - quality customer service • Establish investment policy statements for individuals utilizing portfolio theory and asset allocation techniques to manage risk and drive efficient return • Employ tools in tax planning, investments, retirement strategies, education savings, asset protection, and heath care needs to address client concerns • Provide comprehensive estate planning services, including the drafting of wills and other legal documents

Educational Resources The Credit Union also provides free and confidential financial counseling and education, in addition to literature, videos, tools and webinars, such as «7 Financial Habits of Highly Successful Real Estate Professionals» and «Your 2017 Business Plan.»

At ZipCeleb, we offer a build - your - own package plan, where we provide you with the marketing tools & services you need to exponentially grow your real estate business and presence in your local and online community!