You would need to take advantage of the cash value of the policy or have it as a
part of your estate plan in order for the investment to make sense.
You would need to take advantage of the cash value of the policy or have it as a part
of your estate plan in order for the investment to make sense.
Without some
type of estate plan set up, the state steps in and determines how your assets will be distributed.
Investing in a quality whole life insurance policy with a solid life insurance company is an important part
of estate planning for many people.
Maintaining the continuity of a closely held business is a major focus
of estate planning with life insurance for high net worth households.
An
overview of estate planning concepts, planning options for the disposition of artwork, and the risks unique to artists that must be addressed in a will.
We're good at this because we're sensitive and diligent at managing all
matters of estate planning and administration as well as probate applications.
As a thought leader you have also published books and many articles; how do you believe the public can be made more aware
of estate planning laws?
Maintaining the continuity of a closely held business is a major
focus of estate planning with life insurance for high net worth households.
We are local lawyers who understand the
nuances of estate planning in our area and we pride ourselves on our seasoned approach to every case.
Changes in the federal tax law make it increasingly important to focus on the income tax
consequences of estate planning in addition to the estate tax consequences.
In my experience, this concept is the most powerful «safe» wealth building concept that I've come across after 15 years
of estate planning experience.
Topics include tapping your investments and home equity, staying adequately insured, managing medical expenses, the
basics of estate planning and, for some grandparents, raising a second family.
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.
I think that people generally have a tendency to underestimate the work that goes into the
preparation of an estate plan, it requires a great deal more than simply printing off forms.
We can also ensure your best interests are secured when it is time to create a new will, trusts, or take
care of your estate planning after your divorce.
Whole life insurance builds cash value and earns life insurance dividends and thus offers benefits that extend beyond the
scope of estate planning.
At the end of the article, the author predicted that with new technology electronic wills and digital
storage of estate planning documents may become a hot topic in many states.
Giving the
gift of estate planning this holiday season may sound unconventional, but preparing loved ones for the future is important.
When it comes to the
management of your estate plan, we take care of the details including any obligations to creditors and ensuring that requirements of the courts and taxing authorities are met.
In my experience, this concept is the most powerful «safe» wealth building concept that I've come across after 15
years of estate planning experience.