Sentences with phrase «good estate planning attorney»

You can avoid these potential headaches by consulting a good estate planning attorney.

There are work around to this and a good estate planning attorney would be able to instruct you of all the potential pitfalls.

Get a good estate planning attorney for this.

Not exact matches

Moving that asset into a well - diversified investment portfolio, one that maximizes after - tax income while continuing to build wealth, requires ceding some control to experts, including, but not limited to, a financial advisor, a CPA and an 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.

A good estate - planning attorney will typically cover beneficiary designations when setting up your plan, and will send you on your way with a packet of instructions about how to update your beneficiary designations to match the rest of your plan.

That was the best money we ever spent (and an estate plan will be needed to shelter your assets from the estate tax whose rates will be creeping up again...) With a competent tax attorney and a good handle on the details of your assets and life insurance, it should be a quick process.

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.

Estate Planning Attorney Richard Gershberg of Gershberg & Associates, LLC, in Owings Mills, MD explains, «The majority of our clients who set up pet trusts are single with no children; their pets being their children, they want to ensure that their pets will be well cared for in the event of the client's death or inability to care for the pet due to mental incapacity.

We recommend that you consult your estate planning attorney for purposes of drafting your will and for advice on the type of bequest that best fits your financial and tax situation.

If your estate is over 1 million, it's a good idea to talk to your attorney now about how to plan ahead.

Rather than trying to figure this out all yourself, the best idea is to talk to an attorney who specializes in estate planning or trust litigation so you can get a clear picture on what you need to do next.

At Hallandale Law, Florida probate attorneys represent clients both in estate planning and end of life documentation as well as assisting people who are, or who may be, heirs to an estate of someone who has died without a will.

InterActive Legal Co-Founder, Editor in Chief, and legendary trusts and estates planning attorney, Jonathan Blattmachr, speaks to how your clients and your practice will benefit from an automated document drafting system such as InterActive Legal... as well as the consequences of ignoring the opportunity.

Lisette, who also works in Harrison Clark Rickerbys» private client team, is adept at handling legal issues concerning estate planning, tax and trusts, as well as dealing with Court of Protection and power of attorney issues.

In my previous employment I also undertook will drafting, inheritance tax planning, court of protection applications, registering enduring powers of attorney and lasting powers of attorney, as well as estate administration.

The logic being that the clients of an insurance salesman, for example, would be good potential clients for an estate planning attorney since they are in the market for somewhat related services.

A person making a simple will should also consider preparing other basic estate plan documents, including durable powers of attorney for financial and health care matters, as well as a health care directive.

Consult with a local estate planning attorney to learn more about what's best in your state.

Real estate and estate planning attorney Eleonora di Liscia had good reason to leave her former financial adviser: «They had a one - size - fits - all approach to investing,» says the solo practice attorney based in Skokie, Illinois.

I find most of them have their guy, their attorney that they send most of their estate planning because they trust them, they build a good plan.

Mark Kmiecik is a corporate attorney in the Milwaukee office of Davis & Kuelthau where he advises clients on international, federal, state, and local tax matters, as well as represents clients in the areas of estate planning, probate and trust administration, business succession planning, marital property, and tax planning.

Our attorneys are well versed in a wide range of practice areas, including estate planning and estate litigation, accidents and personal injury, criminal defense, commercial litigation and many other areas of the law.

Some of those changes may affect your estate plan, so staying informed and consulting a tax attorney are your best bets.

When individuals are looking for an estate planning lawyer to help them plan for their family's future, they often ask or look for the best lawyer in DC — but they may not know what kind of attorney to look for.

An attorney for more than 35 years, Sandra D. Glazier is well - known for her expertise in Probate Litigation, Estate Planning, Estate and Trust Administration, and Family Law.

Able to assist clients with the purchase or sale of commercial, industrial, or residential property, as well as with financing or refinancing of mortgages, Michael is also well - versed in the area of estate planning in terms of drafting wills and powers of attorneys.

Attorney Chris Pahl — With his strong ties to the Green Bay community, Chris has built his practice around real estate development and condominium law as well as commercial transactions and estate planning.

Some «old guard» estate planning attorneys are quick to point out that they have a steady steam of referrals and a time - tested process that has built them a good practice and a good life.

As circumstances change, the attorneys can also assist clients with business disputes, re-negotiations, restructures and sales, as well as provide revenue advice and assistance with trust, estate and succession planning.

Our tax attorneys have many years of experience in federal and state income tax, as well as estate, sales, and intangible tax planning.

Good estate planning doesn't happen without an engaged client who can obtain and share the documents necessary for the attorney to do their job.

As both an attorney and a CPA, Murphy's practice includes sophisticated estate planning approaches as well as corporate transactions and advice in mergers and acquisitions, buy / sell agreements, corporate structuring, and real estate transactions for small to medium - sized businesses.

Our legal advice extends to complete estate planning which includes the formation of trusts as well as the preparation of the Will, Enduring Power of Attorney, and Personal Directive.

Prenuptial agreements are vital elements of a well - conceived estate plan that may also include a testamentary will, powers of attorney, business operating agreements, and trust agreements to reduce or avoid federal estate and gift taxes.

We are experienced in dealing with tax and estate planning, wills and lasting powers of attorney, capacity issues and other Court of Protection matters, as well as trust formation and management, probate for both UK and overseas clients, and matters relating to people with physical or learning disabilities.

When I refer to estate planning, I'm speaking specifically of advanced planning you may do with your attorney to provide for liquidity upon death, as well as putting a life insurance policy in place in preparation for estate taxes.

Some people may be best served by having an attorney who specializes in estate law to create an estate plan.

In the event that a beneficiary (or even an individual not designated as a beneficiary) announces that he or she plans to contest the will and sue the estate of a deceased family member or loved one that you also stand to benefit from, it might be in your best interest to consult an estate planning attorney immediately.

If you have a more complex situation such as owning a business or having a blended family, talking to an attorney who specializes in estate planning would be best.

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.

Remember, if possible, have an estate planning attorney who is well versed in the world of special needs documents help you.

Choosing a survivorship universal life insurance policy is best done under the guidance of a properly qualified estate planning attorney, as this policy is intricately tied to your estate taxes and financial planning in the event of your death.

If so, you should consult an estate - planning attorney or business succession expert to help you determine what type of policy best meets your needs.

Therefore, it's probably a good idea to seek advice with an attorney who is familiar with estate planning, as well as a life insurance specialist, in setting up your estate plan in order to ensure that the plan will work best for you and your specific situation.

Tax laws are complex, and only an attorney who specializes in tax law or estate planning can determine how best to utilize life insurance when establishing a trust or legacy for heirs.

When life insurance is used as a tool in estate planning, it is best to consult an attorney to determine which types of insurance offers the greatest tax advantages for your specific situation.

If your expected death benefit is more than $ 1 million, it's best to consult an estate planning attorney.

We recommended that they visit with a good estate planning / asset protection attorney, but also to move part of a non exempt asset into life insurance.

Based on the complexity of our cases, the attorneys not only handle divorce matters, but work with other experts on business and property valuations, professional and celebrity goodwill, tax, trust and estate planning matters as well as investment and pension issues for our clients.