Sentences with phrase «other estate planning»

Generally, this includes advice on the use of trusts and other estate planning vehicles, business succession or stock option planning.

The survey also found that two out of three adults have used a lawyer at least once in their lives, most commonly for a will or other estate planning matter.

It can also be a good plan for wealth transfer and liquidity planning and other estate planning needs.

Even if beneficiaries have previously been named, ensure the information is updated, correct and matches other estate planning documents.

What other estate planning tips have you used to help your heirs?

Once your will is completed, you may want to consider completing other estate planning documents.

They frequently ask us to draft their wills and help them with other estate planning and estate administration issues, including trust creation, retirement planning and charitable giving.

We have extensive experience preparing wills, trusts, living wills, powers of attorney and other estate planning documents.

If you have made other estate plans for loved ones, you may want to name CLSMF as the beneficiary of some or all of your 401 (k), Keogh, or other IRA.

Trusts and other estate planning tools help people manage their assets during their lifetime and preserve them for their heirs.

Business Valuation: Discovery, What We Learn When We Value a Business and Unusual Items and Affecting Value, Michael R. McLaughlin, CFA, ASA, CVA & Nannette Watts, CPA, ABV, CFF Creating Liquidity Solutions with Illiquid Real Estate Assets, Andrew Samalin, CFP, EA, CDFA Understanding Trusts and Other Estate Planning Issues Before, During and After...

Les Kotzer, a wills lawyer with Thornhill, Ont. - based Fish & Associates author of The Family Fight and other estate planning books, stresses the importance of having a second will.

Including AAUPR in your will, trust, or other estate plans offers a wonderful way to support a charity that you love, and helps to ensure that AAUPR's mission to «Rescue One Until There are None» can continue.

If you have any questions about what's right for you, we can connect you with a lawyer for quick answers or visit Rocket Lawyer's own Guide to Estate Planning to learn more about Advanced Directives and other estate planning essentials.

If you have questions about any of the above mentioned topics or other estate planning inquiries, don't hesitate to contact Gary Tibble.

August is Make a Will Month, and to mark the occasion, we're offering great deals on wills and other estate planning basics all month long.

His blog, South Florida Estate Planning Law, strikes a balance between educating potential clients while remaining relevant for other estate planning attorneys.

You can identify a portion of the amount to leave by establishing trusts and other estate planning vehicles, but the timing of your death is unknown (and hopefully far into the future).

Besides standard wills, other estate planning matters meet the predictability and repetitiveness test.

Consider having an experienced lawyer such as Susan Eleff review your current will and other estate planning documents in light of those changes, as well as to accommodate a change in financial situation, a change in state of residence, a change in family composition, or a change in family dynamics that may warrant a modification of the disposition of your estate.

If you would like to prepare for your future with a will, trust or other estate planning tool, call Tibble Law Office today at 269-383-6000 or contact us online.

To discuss powers of attorney, or other estate planning needs or concerns, please call 800-765-2662 or fill out this form to schedule a free initial telephone or in - person consultation of up to 15 minutes; certain limitations may apply.

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.

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.

Retirement plans, including 401ks, pass on to your heirs according to the beneficiary designation, and not according to a will or other estate planning document.

You can leave an enduring legacy and help children in need of a better education by including EdChoice in your will, living trust or other estate plans.

This designation overrides any other estate planning you may have, such as a will, so you need to be certain the listed beneficiaries are those you actually want to receive a benefit.

Let's assume they did no other estate planning and there is little inflation.

At Assemble Law Group, we regularly draft wills and other estate planning documents for our clients.

If you'd like an attorney to review your Will and other estate planning documents, you can find a lawyer on our website to give you a legal review.

Choose Estate Planning Conversation ($ 125) to schedule an initial one - hour in - person conversation to ask questions about wills, powers of attorney, trusts, and other estate planning documents and issues.

«We handle divorces, child custody disputes, and draft wills, trusts, medical directives, and other estate planning documents.»

When you remember the Endowment for Equal Justice in your will or other estate plans, you leave a legacy that lasts long after you're gone.

For more information on wills, trusts, living wills, probate, estate taxes, and other estate planning matters, please schedule a confidential consultation with our Massachusetts and New Hampshire estate planning lawyers, or e-mailing us.

Please fill out this form if you would like us to assist you with preparing a Will and other estate planning documents.

He has extensive experience in the preparation of wills, trusts and other estate planning documents, including sophisticated wills, insurance trusts, living trusts, grantor retained annuity trusts, charitable trusts, qualified personal residence trusts and asset protection trusts.

We can create and design personalized wills, trusts, advanced medical directives, and other estate planning documents to maximize wealth preservation for you and your beneficiaries.

It is an unfortunate fact that tens of thousands of Americans die every year with no will or other estate planning documents in place.

Estate Planning and Probate: We offer personalized legal guidance in estate planning, including drafting wills and other estate planning documents.

Joseph M. Flanders and Flanders Law Firm LLC has years of experience drafting will and other estate planning documents.

When drafting a will or other estate plan, provide the client with information about what the executor needs to do and what steps to take at the time of the client's passing to ensure that their wishes are carried out.

We will help you identify your options, develop an action plan, and arrive at a resolution that works for you and your family — whether that involves us advocating for you in court, negotiating with other parties, assisting you through mediation or collaborative law, drafting a separation agreement, preparing a will and other estate planning documents, or simply advising you on the next steps to take.

This designation overrides any other estate planning you may have, such as a will, so you need to be certain the listed beneficiaries are those you actually want to receive a benefit.

He is dedicated to helping individuals and families prepare wills, trusts and other estate planning documents.

If you are a stepfather, you can use various legal procedures to strengthen your rights to a stepchild, including obtaining a power of attorney from your stepchild's biological father, putting your stepchild into your will and other estate planning documents, and legally adopting your stepchild.

State law which dictates how your estate is distributed in the event you die without a will or other estate plan in place.