Sentences with phrase «proper estate planning»

Take note, however, that the key to avoiding taxes on life insurance proceeds is to plan ahead, which starts with proper estate planning with life insurance.

Without proper estate planning, life insurance can create more problems than it solves, in some instances.

However, by proper estate planning, parents can protect a child who might be experiencing financial problems — even if the child files bankruptcy.

Proper estate planning at this point is critical for passing on as much of your legacy to your family as possible.

Trying to ensure proper estate planning for your family's future?

Our firm strives to provide each client with the peace of mind that comes from proper estate planning.

If you are trying to understand the probate process, this article explains what it is and how proper estate planning can help avoid delays and expenses that can be incurred during the process.

Proper estate planning not only makes the grieving process easier, but it also protects them financially.

With proper estate planning people can pass along even more free of tax.

With proper estate planning, you should only have to pay estate taxes on $ 1 million dollars, by using both your and your spouse's unified tax credit.

Proper estate planning at this point is critical for passing on as much of your legacy to your family as possible.

Are you worried about proper estate planning — making sure you and your girlfriend inherit the assets, should something happen?

He should re-visit this plan with an estate lawyer since he may not have received proper estate planning advice.

Since proper estate plans also include a Durable Power of Attorney in most instances, the agent under a general durable power of attorney has the authority to act for the principal.

Whether death strikes without warning, or you find yourself mentally or physically incapacitated, proper estate planning protects your loved ones from having to make emotionally charged decisions during high stress times by ensuring your wishes are carried out in the manner you legally memorialized.

Although every person should have a Last Will and Testament, proper Estate Planning involves a much broader objective than just distributing your assets upon your death.

Many people would assume that when one dies or becomes mentally disabled, without proper estate planning, their assets automatically pass to their next of kin or offspring.

We, as parents or employers or people with others in our lives we care about, can plan for the future by making sure that our financial house is in order with proper estate planning.

However, by proper estate planning, parents can protect... Continue Reading»

«Proper estate planning will go beyond just making a will,» said Khalfani - Cox.

Make sure you do some proper estate planning to help you achieve your goals.

«Proper estate planning will go beyond just making a will,» said Khalfani - Cox.

There really is no better option than proper estate planning.

A proper estate plan ensures that as much of your hard - earned money as possible goes to the loved ones of your choice and as little as possible to the taxman.

Sure, it takes some effort to structure a proper estate plan.

A life insurance death benefit is not taxable and proceeds can avoid estate taxes when used in conjunction with a proper estate plan.

A proper estate plan will protect you, your family and your wealth, now and in the years to come.

The Court looks at whether or not establishing certain trusts are red flags or proper estate planning.

Proper estate planning can help provide you with peace of mind and help avoid confusion among your family members.

Mr. Ricciardi believes that proper estate planning, real estate counsel, and business planning are areas of importance to everyone.

Our team can help you in generating and guiding you through a proper estate plan in the case of death or incapacity.

The general public severely lacks knowledge when it comes to the benefits of having a proper estate plan.

Without proper estate planning, when a person dies, their assets take a few stops before they pass to their next of kin or offspring.

Overall, the public is not well informed about the need for proper estate planning.

For example, a life insurance policy of $ 100,000 in benefits will not only cover funeral expenses and any small debts, but it also may pay off the remaining mortgage on a home, other debts, and proper estate planning.

Proper estate planning is the key to protecting your family financially and ensuring that the grieving process isn't clouded with additional stress.

If your facing estate taxes, proper estate planning can reduce your estate tax liability and help your loved ones avoid the IRS, preserving your legacy.

A life insurance death benefit is not taxable and proceeds can avoid estate taxes when used in conjunction with a proper estate plan.

Proper estate planning is a must if you have assets and property that you want to pass down to your beneficiaries.

With proper estate planning, you can avoid this.

Proper estate planning with life insurance can help you avoid or eliminate your estate tax liability to preserve your legacy for future generations.

We encourage a free consultation with our clients and their children if they wish so that the proper estate planning and Medicaid planning can be accomplished to qualify clients for Medicaid, protect assets from nursing homes and transfer wealth and lessen estate, and capital gain taxes.

You can use that as a bridge to ask your parents whether they have the proper estate planning and medical documents prepared, and whether they have spelled out their desires.