Sentences with phrase «experienced estate planning»

If you have questions about your own situation and what is covered by your will, you should contact an experienced estate planning attorney.

Palm Springs, CA About Blog Eric Rudolph is an experienced estate planning attorney.

That is why careful planning with an experienced estate planning attorney is crucial.

One of our experienced estate planning attorneys can walk you through the process of customizing and designing an estate plan that captures your wishes.

We have experienced estate planning and probate lawyers in Chandler, Scottsdale, Mesa, Phoenix, Sun City, Sedona, Avondale, Payson, Tucson, and Prescott.

An experienced estate planning lawyer with our firm can answer your questions about irrevocable trusts.

John Cleveland («Cleve») Hill is an experienced estate planning and probate lawyer who has been recognized by his peers as one of the top trust and estate lawyers in Georgia.

If you are making a will, you should hire the services of an experienced estate planning attorney.

You should consider the counsel of an experienced estate planning professional and your legal and tax advisors before implementing such strategies.

Before you take any specific action, be sure to consult with an experienced estate planning attorney.

If your situation is at all complicated — blended families, special needs children, contentious heirs, family businesses, foreign assets and large estates all count — then it's best to seek out an experienced estate planning attorney to draft your paperwork.

An irrevocable life insurance trust is a trust agreement that should be drawn up by an experienced estate planning attorney.

An experienced estate planning attorney can prepare an irrevocable life insurance trust to meet your specific needs and objectives.

Not exact matches

Our CERTIFIED FINANCIAL PLANNER ™ practitioner and experienced, caring professionals work with you through your life changing concerns with expertise in retirement planning, investment management, insurance planning, tax planning, and estate planning.

We are proud to receive these honours, which reflect our unwavering commitment to deliver a consistent, superior client experience that incorporates investment management, estates and trusts, insurance, wealth planning, business owner planning and private banking.»

With years of experience serving business owners and ultra-high net worth families, Atlas advisors address every aspect of complex financial situations, including intergenerational wealth transfer, philanthropy, real estate, concentrated stock, business ownership, retirement plan design, and more.

With the recognition that estate planning is a cooperative task, the Council started as, and continues to be, a carefully selected group of qualified specialists in their own fields who have the necessary knowledge and experience to accomplish the broad goal of estate planning for the best interest of the client and his or her beneficiaries.

Marnix has more than 30 years of experience in the field of tax, and specializes in issues relating to ultra-high net worth individuals (UHNWIs) with a business connection; (corporate) income tax; capital gains tax; wealth tax and estate tax planning — domestically and cross-border.

Further to acting as President, Joe is also the Pure Financial's advanced planner with extensive experience in estate planning, advance tax planning, portfolio analysis and investment management.

► Also in this week's issue is a Q and A with «European research commissioner Carlos Moedas, a smiling, mild - mannered polyglot with experience in engineering, real estate, and investment banking, to discuss his plans for science in the European Union.

Long Island, New York About Blog Our team of New York elder law attorneys, estate planning attorneys, and special needs attorneys use our knowledge and experience to answer your questions.

With years of experience as an estate - planning attorney and now president of a consulting firm that helps families with...

Real estate agents also experience stress when a transaction doesn't go as planned.

Look for an estate planning lawyer with experience with second marriages.

However, by proper estate planning, parents can protect a child who might be experiencing financial problems — even if the child files bankruptcy.

It's about establishing a retirement income plan, minimizing taxes, planning ahead for healthcare and refining your estate plan — important steps that will help you reach your financial goals and experience the retirement you envision.

Access to experienced professionals in estate planning, retirement planning, tax, legal, accounting, trust services and investment planning and management

With over 40 years of experience in the financial services industry, he serves on the boards of the St. Louis Estate Planning Council and the St. Louis chapter of the Society of Financial Service Professionals and is a Past President of the St. Louis chapter of NAIFA.

This column isn't long enough to detail all the other ways transfer - on - death arrangements can misfire, so you'll want to make an appointment with an experienced estate - planning attorney soon.

Your real estate investment business plan should involve surrounding yourself with an experienced team.

A trust should be drafted by an attorney with experience dealing with estate planning and trusts.

The other thing you forgot to mention about apartment complexes, if you need money from the bank, it's not so easy with commercial properties, the bank want's more then just a simple 20 % down payment to give you the loan, they want prior real estate investing experience, including a past portfolio, business plan, etc..

Many issues can arise when creating a trust, and each state has different laws that can affect trusts as well, so work with an attorney experienced in estate planning to be sure it's properly constructed.

Some experience in real estate or a well - defined plan for the property will also be required by the lender.

To develop a suitable plan for your retirement investments, we first get to know you and your risk tolerance calculating your net worth, identifying your financial objectives, cash flow needs, investment experiences, financial circumstances, and current investments (stocks, bonds, mutual funds, real estate, etc.), among other factors.

With over 170 years of life insurance experience under our belts, we know a little something about estate planning.

Further to acting as President, Joe is also the firm's advanced planner with extensive experience in estate planning, advance tax planning, portfolio analysis and investment management.

In a statement, Mr. Schwartzman said he believed that Ms. MacLear's experience with estates and foundations would fill «a void — the role between estate lawyers and gallerists that exists specifically to help living artists to plan, estate trustees to transition, and existing artist foundations to manage programs.»

With over 28 years of legal experience, she mostly practices in estate planning with an emphasis on Medicaid, VA Benefits, and special needs planning, including revocable, irrevocable and special needs trusts, wills, durable power of attorneys, and living wills.

The attorneys have extensive experience and capabilities in real estate development, commercial acquisitions, tax - deferred like - kind exchanges, land - use planning, mortgages and foreclosures, zoning, title examinations, quiet title actions and property management.

Our Family Law Practice Group attorneys understand the delicate nature of Family Law matters and offer a unique combination of experience in business litigation, trust and estate planning, taxation, business valuation, trial practice and alternative dispute resolution, along with a depth of knowledge in family law... Learn More

At Eisen Law in Toronto, our knowledgeable and experienced estate litigation lawyers can help you with any and all issues involved in estate planning.

When you are ready to plan out your estate, you should call experienced lawyers.

Our Tax Group is composed of some 60 professionals throughout Canada having a broad range of experience in the corporate tax, personal tax and estate planning, tax litigation and commodity tax fields.

It is imperative, therefore, that you speak to an experienced Arizona spousal maintenance attorney, such as the spousal maintenance attorneys at Arizona Estate Planning Attorneys, PC to determine if you can stop spousal maintenance payments.

His experience includes breach of contract, trademark and trade dress infringement, unfair competition and trade secret disputes and real estate related litigation, including development, construction defect and land planning challenges.

Not only is she a formidable family law attorney, Amy also brings years of experience in estate planning...

Our firm is devoted to delivering the highest level of technical competence and care, combining our extensive experience with our practical knowledge of estate planning and asset protection techniques.

Our areas of experience include business, technology, intellectual property, real estate, land use, energy, environmental, water resources, labor, school districts, products liability, personal planning and all aspects of commercial litigation.

Call us at 703-648-8279 or send us an e-mail to schedule a consultation with one of our attorneys experienced in all aspects of estate planning, probate and administration, and litigation.