Sentences with phrase «qualified estate»

Choosing a survivorship universal life insurance policy is best done under the guidance of a properly qualified estate planning attorney, as this policy is intricately tied to your estate taxes and financial planning in the event of your death.

George C. Shattuck's useful guide, Estate Planning for Small Business Owners (Prentice Hall, 1993, $ 19.95) will prepare you to sit down with a qualified estate planner.

Donors should work with a qualified estate planning attorney and tax advisor to confirm that a properly structured CLT will provide the expected results with respect to the tax consequences of the gift as well as the administration of the CLT.

The lesson for the rest of us: Regardless of whether you're a celebrity or simply an individual who wants to balance the goals of providing for loved ones, seeking to minimize taxes, and maintaining privacy at your death, it's important to consult with your Wealth Advisor and a qualified estate planning attorney to draft documents in accordance with your wishes.

It's best to talk to a qualified estate planner first.

While no one would disagree that the services of a qualified estate - planning attorney are far superior to those you can find with Internet document preparation software, it's important to understand what part of your practice is «commoditized,» as opposed to where you provide true client value.

For more information on estate planning, visit a qualified estate planning attorney who can help you to create an estate plan that fits your needs and objective.

If you are in a situation where you have sole physical and / or legal custody, and you do NOT want your co-parent to have care, custody and control of your child (ren) should something happen to you, then you need to see a qualified estate planner to determine your options.