Sentences with phrase «meet estate planning needs»

Survivorship life insurance, such as the Protective Survivor UL, is a policy tailored to help meet estate planning needs.

Not exact matches

For example: Does your estate plan meet your needs?

In addition, consistent with Stefanie's belief that the most effective estate planning begins early, Stefanie has developed an estate planning program designed specifically to meet the planning needs of young families as they encounter common life events.

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

In addition, Zions Direct affiliates work closely together to meet customer's investment, wealth advisory, and banking needs by providing estate and trust planning services, home and business loans, checking and saving accounts, and other banking services.

The transfer would not have an adverse impact on Mr and Mrs G's ability to meet their future needs and he said they would appreciate the benefits from an estate planning perspective.

Naturally, the legal documents to effectuate your ultimate decisions are also a necessary part of the planning process, so make sure your estate planning attorney knows your plan, to make sure everything is in place to meet your legal needs.

In evaluating options to divide the marital estate, in the most beneficial way for you and your spouse or in evaluating a parenting plan which is likely to meet your child's or children's needs, you will likely find that the steps in the Collaborative Divorce process organically unfold and produce the best financial plan and the best parenting plan for you and your spouse.

The Estate Planning Management System (or «EPMS») is a Time Matters feature package designed to meet your estate planning practice management Estate Planning Management System (or «EPMS») is a Time Matters feature package designed to meet your estate planning practice managemenPlanning Management System (or «EPMS») is a Time Matters feature package designed to meet your estate planning practice management estate planning practice managemenplanning practice management needs.

To meet our clients» needs for personal legal services, we offer valuable expertise in estate planning, probate, guardianship and conservatorship, and family law.

A major element of his role is to understand the family's needs and concerns and to design and put in place estate planning structures to meet those requirements.

We have built our practice specifically to meet the needs of our clientele, providing comprehensive legal services in the areas of family law, workers» compensation, personal injury, Social Security Disability and estate planning.

At Giannasca & Shook, PLLC our attorneys provide Elder Law and Estate Planning services to meet the varied wishes and needs of our clients and their families.

This could mean taking CLEs in related areas like bankrupcy or estate planning to be able to meet the changing needs of your community and client base.

As part of a solid financial plan it's always a good idea to talk to a qualified financial advisor or life insurance professional who can help you determine the best life insurance plan to meet your retirement and estate planning needs.

Also commonly referred to as Joint Survivorship or Second - to - Die life insurance, this policy option can be an effective tool in meeting your clients» estate planning needs.

For over 70 years now, Vantis Life Insurance Company has continued to meet the needs of families across the nation by providing effective, simple, and affordable life insurance policies.From basic term policies to complex estate plans, Vantis has solutions.

The Universal Life Insurance plans we offer have been designed to help meet the life insurance needs and financial goals of many clients - including individuals whose focus is on death benefit protection for estate planning, retirement, and asset preservation purposes.

Take a realistic look at the incremental changes you'll have to make in income, lifestyle, and financial management to meet your short - term financial needs and afford the kind of estate planning that you aspire to.

Although whole life insurance premiums are generally more expensive than those for a term life insurance policy, if you have combined insurance needs that include your mortgage and other estate planning issues, the lifetime protection aspect of a whole life product can lend itself to meeting both your short - and long - term needs.

Once the policy is out of the qualified plan the insured can make any changes they desire to the coverage to meet their retirement and estate planning needs.

This very competitively priced plan provides long term protection that can help in meeting a wide variety of needs, including income for a surviving spouse and / or other loved ones, funds for paying estate taxes, funding for business continuation plans, and / or protection against the loss of a key employee or business owner.

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.

Needs it helps meet: Whole life can be used as an estate planning tool to help preserve the wealth you plan to transfer to your beneficiaries.

United Kingdom About Blog You'll receive up to 2 - hours of free fact - finding and advice, including a detailed post initial meeting report that looks at the principles and mechanics of tax mitigation, investment and personal property ownership strategies, running a property business, and your personal estate and business succession planning needs.

To my surprise, most people wait until a major life event to occur before meeting with a professional to address their estate or retirement planning needs.

Combining our collective experience in the fields of real estate brokerage, development, master planning, asset disposition, banking and finance, and franchise services, the principals of E Smith Advisors possess the depth and domain knowledge to meet the needs of its clients.