Sentences with phrase «qualified estate planning attorney»

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.

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.

Not exact matches

You should consult your estate - planning attorney or qualified tax advisor regarding your situation.

Be sure to consult a qualified financial professional, a tax advisor, and an estate - planning attorney to make sure that you're prepared for this new — and exciting — stage of your life.

However, for the those who have put off estate planning because they don't have a lawyer (17 percent) or think it costs too much (14 percent), Rocket Lawyer can solve both issues by offering free Will creation and access to qualified attorneys at significantly discounted prices though the On Call ® network.

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.

If, however, you're worried your estate might qualify for the tax, that's all the more reason to speak with an established estate planning attorney and create a Trust.

This article will help you understand a bit more about what an estate attorney does so that you can make a qualified decision as to whether or not one may be able to assist you with your estate planning needs.

PROFILE Attorney with experience in compliance, tax, estate planning, estate administration and qualified retirement plans.