Sentences with phrase «estate planning tools such»
We help you use estate planning tools such as wills, enduring powers of attorney, personal directives, and trusts to structure what will happen with your estate and your personal care.
http://sagecounsel.com/ Not exact matches
We offer this unique, flexible tool specifically for clients looking to plan for and protect long - term financial needs, such as wealth transfer and estate considerations.
Traditional estate planning vehicles, such as a bypass trust (credit shelter trust), may still be essential tools when one develops an estate plan.
We offer this unique, flexible tool specifically for clients looking to plan for and protect long - term financial needs, such as wealth transfer and estate considerations.
Life Pro + and Life Pro + Survivor are excellent tools for estate planning and business succession (such as funding a buy - sell agreement).
Farm Bureau's portfolio of products can be divided into two parts: insurance policies and financial tools to prepare you for the uncertainties in the future such as retirement and business or estate planning.
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.»