Sentences with phrase «estate planning tools include»

Not exact matches

A comprehensive estate plan should also include the appointment of a power of attorney, appointing a guardian for your minor children, and taking advantage of other tools to safeguard your wealth.

It includes information like financial computations, including fee calculations, settlement calculations, current interest rates, historical value of money, and federal US tax rates, crime rates and histories for specific crimes, and estate planning calculation tools.

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