Sentences with phrase «of estate planning attorneys»

At Durham Jones & Pinegar, the job of our estate planning attorneys is to ensure a smooth transfer of property and assets to heirs and beneficiaries.

But it's a worthy consideration for many families — one that should certainly be investigated with the assistance of an estate planning attorney.

We may recommend the help of an estate planning attorney if appropriate.

Not exact matches

Personal property is something that people often fail to consider when drawing up wills and other estate planning documents, attorney John J. Scroggin told an audience of financial planners last week at the FPA Be conference in Nashville.

«In estate planning, frankly, one of the major goals might be to keep your children out of court with each other, or out of court with your surviving spouse,» said Lehmann, who is also an attorney based in New Orleans.

Everyone, rich or less so, should draft a will and estate plan and designate financial and health - care powers of attorney, say advisors.

«I could tell you horror story after horror story,» said estate - planning attorney Sandra Clapp, of Sandra L. Clapp & Associates in Eagle, Idaho.

Part of estate planning is assigning powers of attorney.

Also include in your estate planning a financial power of attorney, health power of attorney and advance medical directive, so you know that someone you've designated will have a say in what happens (or you'll have left directions) in case a debilitating issue prevents you from making decisions for yourself.

Fox Rothschild's Taxation & Wealth Planning attorneys not only provide clients with sophisticated estate planning advice to help preserve wealth, but we also assist trustees and executors with the administration of trusts and decedent's estates, helping them navigate the often complicated system of intestacy laws and providing advice regarding fiduciary responsibPlanning attorneys not only provide clients with sophisticated estate planning advice to help preserve wealth, but we also assist trustees and executors with the administration of trusts and decedent's estates, helping them navigate the often complicated system of intestacy laws and providing advice regarding fiduciary responsibplanning advice to help preserve wealth, but we also assist trustees and executors with the administration of trusts and decedent's estates, helping them navigate the often complicated system of intestacy laws and providing advice regarding fiduciary responsibilities.

Attorney General Bob Ferguson filed a consumer protection lawsuit today against CLA Estate Services, Inc. and CLA USA, Inc. for operating a «trust mill» by misleading hundreds of Washington seniors about estate planning, and persuading them to purchase high - commissEstate Services, Inc. and CLA USA, Inc. for operating a «trust mill» by misleading hundreds of Washington seniors about estate planning, and persuading them to purchase high - commissestate planning, and persuading them to purchase high - commission...

Be sure to consult an attorney or estate planning expert before attempting to use Roth accounts as part of an estate plan.

It's important to discuss all of these considerations with an estate - planning attorney.

Find an attorney who specializes in estate planning and ask about a revocable living trust, particularly if you have an estate of $ 300,000 or more.

Under Schneiderman's plan, the attorney general's existing Real Estate Finance Bureau, which currently polices real estate transactions, will be tasked to investigate cases of tenant harassment and other civil housing fEstate Finance Bureau, which currently polices real estate transactions, will be tasked to investigate cases of tenant harassment and other civil housing festate transactions, will be tasked to investigate cases of tenant harassment and other civil housing frauds.

Consult your estate planning attorney who can assist you in adding one of the following paragraphs to your will:

Staten Island, NY About Blog The attorneys at our firm provide high quality legal representation in a wide range of practice areas, including Real Estate, Bankruptcy, Business and Commercial Law, Wills and Estates, Medicaid Planning, Mortgage Modification, Immigration, Nursing Home Patient Care Issues, Landlord & Tenant, Mediation, Commercial Litigation, and Divorce Law.

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...

As an estate planning attorney, I find that no one likes to do their estate planning because they don't like the idea of thinking about death.

Wasatch Peaks Credit Union has teamed up with Attorney Jonathan Pace from the law firm of Allen, Paceand Willliams to offer Wills, Trusts and Estate Planning services for our members.

You should always consult with your attorney to assure proper drafting and that the uses of tax advantaged trusts are correctly integrated into your estate plan.

This list can include life insurances, long - term care plans, joint accounts, power of attorney documentation, IRAs and other investments, and any estate planning documents like a will.

Although there may still be other reasons to use a CST, you might consider reviewing your estate planning documents with your attorney to determine whether allowing more flexibility in the funding of a CST, or the use of portability, is appropriate in your current situation.

Be sure to consult a qualified financial professional, a tax advisor, and an estate - planning attorney to make sure that you're prepared for this new — and exciting — stage of your life.

Frank and his attorney put a plan in place that would allow Frank's survivors to use his life insurance policy to help pay for some of the potential estate taxes that might be owed at his death.

Ensure their estate planning documents are up - to - date, and clarify which estate planning documents (wills, trusts, power of attorneys, etc.) would be beneficial for the client to have

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Powers of attorney generally evolve into executors on the death of a loved one, so children owe it to their parents to learn a little bit about money management and estate planning when they take on such a role.

Typical estate planning documents will include a last will and testament, a durable power of attorney and healthcare directives.

Learn whether you need a will, living trust or an estate plan and find out the importance of establishing a Power of Attorney.

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.

As always, you should enlist the help of your attorney, along with your Wealth Advisor, before updating any estate planning documents.

Please consult with an estate planning attorney of your choosing prior to implementing any of the strategies discussed in this article.

For more on estate planning, see wills and powers of attorney.

Caring for Your Heirs - Planning Strategies See what experts have to say about estate planning, powers - of - attorney, wills, and a livinPlanning Strategies See what experts have to say about estate planning, powers - of - attorney, wills, and a livinplanning, powers - of - attorney, wills, and a living trust.

If you're unsure, don't ask your attorney in this case but rather call the Divisions of Real Estate and / or Mortgage Lending at your State level and talk to someone about what type of lending you plan on doing.

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.

A power of attorney (POA) is the next document you'll want to complete in your estate plan.

One of the biggest — and most important — decisions in an estate plan is who will be named as your estate administrator (executor), your power of attorney and the guardian of your children.

Usually mortgage lenders will work with the attorney handling the estate to establish a plan for paying off the loan through sale of the property or refinancing by one or more of the heirs.

First, the estate planning documents such as the revocable living trust and powers of attorney need to specify who will have the authority to operate the business in the event of disability.

Estate planning for everyone starts with certain estate planning documents such as a last will and testament, durable power of attorney AND revocable and irrevocable tEstate planning for everyone starts with certain estate planning documents such as a last will and testament, durable power of attorney AND revocable and irrevocable testate planning documents such as a last will and testament, durable power of attorney AND revocable and irrevocable trusts.

When most people think about estate planning, they think about setting up legal documents like wills, trusts and durable powers of attorney.

Our Wealth Management team will work with your estate attorney and CPA in the execution of strategies included in your financial plan.

For instance, a single retired person who gets married a few years into retirement would need income to cover two individuals, not just one — and would likely need to revisit estate planning To stay on top of potential family changes, each year review important estate planning documents — including beneficiaries named on retirement accounts, the person named as a power of attorney, and who will direct the living will.

Wills, estates, trusts and powers of attorney are all common tools used in estate planning.

Read more about wills and estate plans at wills and powers of attorney.

The reason d'être for all attorneys practicing in the area of estate planning is to provide for the orderly transfer of property after the death of a person to his or her heirs and / or beneficiaries.

Since proper estate plans also include a Durable Power of Attorney in most instances, the agent under a general durable power of attorney has the authority to act for the prAttorney in most instances, the agent under a general durable power of attorney has the authority to act for the prattorney has the authority to act for the principal.