Sentences with phrase «estate planning vehicle»

You should not be construed as an important aspect even in my life was about estate planning vehicle for you to write me below.

Generally, this includes advice on the use of trusts and other estate planning vehicles, business succession or stock option planning.

Traditional estate planning vehicles, such as a bypass trust (credit shelter trust), may still be essential tools when one develops an estate plan.

Our attorneys handle estate planning for individuals and families ranging from simple wills and trusts, to more complicated and diverse estate planning vehicles.

The purpose of the policy would be to allow you to transfer your assets to your beneficiaries through a tax favored estate planning vehicle.

These attractive tax benefits make whole life insurance a popular savings and estate planning vehicle for wealthy individuals.

An ILIT may still be a necessary estate planning vehicle for some.

However, the changes to the taxation of testamentary trusts will likely make alter ego and joint partner trusts a more attractive estate planning vehicle for some.

Preparation and advisement regarding simpler estate planning vehicles, including: wills, health care powers of attorney, and property powers of attorney

Preparation and advisement regarding complex estate planning vehicles including: grantor retained annuity trusts, private foundations, self - canceling installment notes, charitable remainder and lead trusts, family limited partnerships, defective grantor trusts, irrevocable trusts, and revocable trusts

Whether you are interested in opening a life annuity to secure retirement income for yourself, or want to use it so that you can plan estate gifting for your dependents, life insurance annuities may be the right estate planning vehicle for you.

Survivorship life insurance is a great estate planning vehicle if you desire to leave behind a lump sum death benefit for your beneficiary or estate to cover federal estate tax or your state's inheritance tax.

You can identify a portion of the amount to leave by establishing trusts and other estate planning vehicles, but the timing of your death is unknown (and hopefully far into the future).

If you're older, especially if you are in your fifties or over age 65 you can still buy a permanent policy as an estate planning vehicle or to set up a trust.

If you're older, especially if you are in your fifties or over age 65 you can still buy a permanent policy as an estate planning vehicle or to set up a trust.