Sentences with phrase «of estate planning documents»

Think of your estate planning documents as the flight plan and the life insurance proceeds and other valuable estate assets as the airplane.

I've often dealt with this same objection in the world of estate planning documents and the response here is the same... less wealthy folks are arguably more impacted by poor planning (legally or financially) than are the wealthiest individuals.

She has represented contestants and proponents of estate planning documents, as well as fiduciaries, in significant trust litigation proceedings.

With regard to Mr. Katz's estate planning and family law practice, he has an established history of representing the LGBT community in the preparation of estate planning documents and the litigation of family disputes ranging from child custody / parenting time issues, child support and property disputes upon dissolution of the partners» relationship.

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.

Ms. Glazier has represented contestants and proponents of estate planning documents, as well as fiduciaries, in significant trust litigation proceedings.

Making and distributing copies of your estate planning documents are an incredibly important part of making sure your wishes are both known and followed.

Make sure your elderly relative has all of their estate planning documents, like their Will and Power of Attorney in order.

Will and Trust Litigation: We handle disputes over the meaning of estate planning documents, arguments involving personal representatives or trustees, and challenges to documents based on lack of capacity or undue influence.

Think of your estate planning documents as the flight plan and the life insurance proceeds and other valuable estate assets as the airplane.

I've often dealt with this same objection in the world of estate planning documents and the response here is the same... less wealthy folks are arguably more impacted by poor planning (legally or financially) than are the wealthiest individuals.

A question I regularly hear regarding all types of estate planning documents is «how often should this be updated?»

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.

Steven Roth, the chairman and CEO of Vornado Realty Trust, has resigned from J.C. Penney's board, days after the real estate company told investors it planned to sell all of its stake in the struggling department store chain, according to regulatory documents filed Friday.

While your estate plan typically consists of legal documents, it can also serve as a communication tool that reflects your values and leaves a lasting legacy.

For example, a Heritage Foundation document titled «Time to Repeal Federal Death Taxes: The Nightmare of the American Dream» emphasizes stories that rarely, if ever, happen in real life: «Small - business owners, particularly minority owners, suffer anxious moments wondering whether the businesses they hope to hand down to their children will be destroyed by the death tax bill,... Women whose children are grown struggle to find ways to re-enter the work force without upsetting the family's estate tax avoidance plan.»

Sonja Panajotovic's estate planning services include the preparation of documents ranging from simple wills to advanced health care directives, asset transfers and living trusts.

We encourage all of our intended parents to have estate planning documents in place that establish legal custody of the baby should something happen to one or both of them during the pregnancy.

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.

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

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

Estate planning generally refers to the legal directions and appointment of representatives that are included within a set of legal documents to apply in the event of disability, incapacity, or death.

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

Yes, she does give low grades, but a lot of them also skip on basics like insurance and estate planning documents.

The plan documents approved by the IRS for a truly Self Directed IRA include the options for investments in real estate of all kinds, precious metals, tax liens and both secured and unsecured notes and at least 40 other asset classes.

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

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.

If family business succession planning is involved, the terms of the transition should be spelled out in the estate documents including any revocable or irrevocable trusts.

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

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.

Filed Under: Life Tagged With: Estate Planning, Preparing a Trust, Preparing a Will, Setting Up A Trust, Setting Up a Will, Trust Documents, Will, Will and Trust Editorial Disclaimer: Opinions expressed here are author's alone, not those of any bank, credit card issuer, airlines or hotel chain, or other advertiser and have not been reviewed, approved or otherwise endorsed by any of these entities.

The Letter of Direction is not legally enforceable but is written by you and kept with your estate planning documents and / or other important papers.

You will be issued a certificate of thanks once FOTAS is notified of your documented bequests in your estate planning documents.

This statewide program will support artists by documenting their artwork and careers through the implementation of studio organization, career and artwork documentation, estate planning, and the use of a database developed by the Joan Mitchell Foundation for CALL.

When Ms. Clay unwittingly parlayed her works by planning to display them in a group exhibition, she upped the ante just enough to agitate the estate lawyers, who emitted their flurry of documents and eventually struck a deal.

Making sure your legal health is in a good state, such as updating your estate planning and other legal documents, will help give you and your loved ones the peace of mind in the case that something happens.

The do - it - yourself estate planning legal forms available from Rocket Lawyer include the documents necessary to prepare your last will and testament, power of attorney, and living will documents.

While everyone should document their wishes with an estate plan, it's especially important for you because some state laws don't take domestic partnership into account, and next of kin laws are more likely to deviate from who you would choose as your next of kin.

In estate planning, a power of attorney is a legal document that authorizes another person called «the agent» to act on behalf of the individual who created the document, known as «the principal».

Your will plays a big part, but a complete estate plan includes other documents, like a power of attorney that lets a family member make financial and medical decisions on your behalf, or a living trust to provide for your children without the hassles of probate court.

In their honor, we've assembled this list of helpful estate planning documents that every service member should create or update before deployment.

Larry guides clients through the complexities of estate planning; the preparation of wills, trusts and related documents; and planning for closely held businesses, including corporate restructurings and recapitalizations, gift planning, income tax planning, and charitable planning.

My estate planning practice includes drafting documents including wills, revocable trusts, powers of attorney, health care directives, pre - and post-marital agreements, irrevocable life insurance trusts (ILITs), intentional defective grantor trusts (IDGTs), grantor retained annuity trusts (GRATs), all types of partnership agreements and documents related to the formation and operation of limited liability companies (LLCs).

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.

Whatever your needs may be, the lawyers at The Eleff Law Group will create a well - documented estate plan that provides you peace of mind.

Rocket Lawyer has all of the documents you need to create the right estate plan for your family.

If the client will need to gather information for you, provide them with a list of documents or develop forms to help them give you necessary information, such as a chart to record complaints and doctor's visits in a personal injury case, a log to track contacts or problems with a difficult spouse in a matrimonial proceeding, or a spreadsheet to record account information for estate planning.

We'll discuss these in more depth later, but here's an overview of the most popular estate planning documents: