Sentences with phrase «personal estate planning needs»

«Whether your need involves a simple incorporation or a more complicated corporate structure, we have the knowledge and skills to take on your business and personal estate planning needs.

Not exact matches

Jason Heath, a fee - only financial planner with Objective Financial Partners, says robo - advisors are a great choice for young investors who only require portfolio management for a specific savings goal and don't need to get into the more personal aspects of wealth management such as taxes and retirement or estate planning.

Create a long term comprehensive Financial Plan based on your current age, financial goals and needs, payment of required property charges, personal & health circumstances / costs, and wishes for your estate.

When you need a personal injury lawyer, business litigation lawyer, or estate planning lawyer, call us.

We also assist corporate owners with their personal legal needs, including estate planning and succession planning.

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.

Our law practice encompasses all the legal services most individuals will ever need, including divorce and child custody, personal bankruptcy, criminal defense, wills, estate planning and more.

The Milwaukee - based law firm of Magner, Hueneke & Borda, LLP, is dedicated to providing services to address the varying legal needs of individuals and families in the areas of divorce and family law, estate planning, personal injury and criminal law.

Our firm is a full service law firm providing for all of our clients» needs from divorce, mediation, estate planning and administration to business law, civil litigation, personal injury and bankruptcy law.

Whether you need assistance with a personal injury or a wrongful death claim, estate planning or any other matter, the lawyers at Robinson, Kennon & Kendron, P.A. are available to discuss your legal options.

To meet our clients» needs for personal legal services, we offer valuable expertise in estate planning, probate, guardianship and conservatorship, and family law.

We have built our practice specifically to meet the needs of our clientele, providing comprehensive legal services in the areas of family law, workers» compensation, personal injury, Social Security Disability and estate planning.

We also provide effective legal representation for people with unique or complicated estate planning needs, such as LGBT clients, domestic partners, trustees, personal representatives and executors.

Forms & Essentials is a convenient and secure platform to easily find and order the right legal service, delivered by experienced lawyers, for real estate, business, estate planning and personal legal needs.

Suzanne's interest in Elder Law Estate Planning comes from her personal experience as a daughter caring for the needs of her father after he was diagnosed with many health issues including dementia.

Anthony McGlynn is Co-Chairman & Partner, Head of Personal Legal Needs and Estate Planning & Administration Groups for Perley - Robertson, Hill & McDougall..

In addition, the company also offers estate planning and corporate owned life insurance for any individual targeting personal and business needs of professionals and business owners.

In the case of smokers, it is rarely worth using whole life insurance as an investment unless there is a personal financial need which can only be satisfied with a whole life insurance policy such as a during trust planning or estate planning.

United Kingdom About Blog You'll receive up to 2 - hours of free fact - finding and advice, including a detailed post initial meeting report that looks at the principles and mechanics of tax mitigation, investment and personal property ownership strategies, running a property business, and your personal estate and business succession planning needs.

You can link to basic sites such as the Colorado Bar Association's section on estate planning, which offers simple explanations on what you need in an estate plan, questions to ask your attorney, and what your best options are for passing on your personal and business assets.