Sentences with phrase «other estate planning tool»
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.
https://www.tibblelawoffice.com/
Trusts and other estate planning tools help people manage their assets during their lifetime and preserve them for their heirs.
Not exact matches
die insurance and joint and last survivor insurance are other names for this estate planning tool.
The program provides education and tools for individauls to leave a legacy with TEF for scholarships and other outreach programs via your estate planning.
A comprehensive estate plan should also include the appointment of a power of attorney, appointing a guardian for your minor children, and taking advantage of other tools to safeguard your wealth.
The estate planning tool usually comes into play when there is a desire to pass down real property — like a family home — to specific heirs without excessive probate and other legal complications.
BC Estate Planning & Wealth Preservation KN122.B74 - By leading estate and tax practitioners, this multidisciplinary title will help you determine a sensible approach for each client's needs, and to create trusts and other tools to minimize taxes and preserve wEstate Planning & Wealth Preservation KN122.B74 - By leading estate and tax practitioners, this multidisciplinary title will help you determine a sensible approach for each client's needs, and to create trusts and other tools to minimize taxes and preserve westate and tax practitioners, this multidisciplinary title will help you determine a sensible approach for each client's needs, and to create trusts and other tools to minimize taxes and preserve wealth.
die insurance and joint and last survivor insurance are other names for this estate planning tool.
Professional Experience Waddell & Reed (Naperville, IL) 2009 — Present Financial Advisor • Identify and develop leads of prospective clients of financial planning and investment services, focusing on generating sales to potential and existing clients and maintaining high - quality customer service • Establish investment policy statements for individuals utilizing portfolio theory and asset allocation techniques to manage risk and drive efficient return • Employ tools in tax planning, investments, retirement strategies, education savings, asset protection, and heath care needs to address client concerns • Provide comprehensive estate planning services, including the drafting of wills and other legal documents
Working together, we aim to help all members achieve strong financial footing by offering resources and other tools for wealth - building, business - planning, and investing in real estate.