Sentences with phrase «reviewing estate planning documents»

While the majority of our practice is devoted to the administrative and litigation aspects of Trust and Estate law, we also help our clients plan for the future by drafting and reviewing Estate planning documents.

Probate, simply put, is the legal process that occurs after you pass away and can often involve a court reviewing estate planning documents.

Although there may still be other reasons to use a CST, you might consider reviewing your estate planning documents with your attorney to determine whether allowing more flexibility in the funding of a CST, or the use of portability, is appropriate in your current situation.

Ask personal legal questions, get advice on specific situations, have an attorney review your estate planning documents and more.

Not exact matches

Reviewing one's estate planning documents, such as a will, trust, and medical directive is very important.

For instance, a single retired person who gets married a few years into retirement would need income to cover two individuals, not just one — and would likely need to revisit estate planning To stay on top of potential family changes, each year review important estate planning documents — including beneficiaries named on retirement accounts, the person named as a power of attorney, and who will direct the living will.

Filed Under: Life Tagged With: Estate Planning, Preparing a Trust, Preparing a Will, Setting Up A Trust, Setting Up a Will, Trust Documents, Will, Will and Trust Editorial Disclaimer: Opinions expressed here are author's alone, not those of any bank, credit card issuer, airlines or hotel chain, or other advertiser and have not been reviewed, approved or otherwise endorsed by any of these entities.

If you'd like an attorney to review your Will and other estate planning documents, you can find a lawyer on our website to give you a legal review.

Consider having an experienced lawyer such as Susan Eleff review your current will and other estate planning documents in light of those changes, as well as to accommodate a change in financial situation, a change in state of residence, a change in family composition, or a change in family dynamics that may warrant a modification of the disposition of your estate.

«Whether our customers want one of the products reviewed by the Supreme Court, such as documents related to business formation, estate planning documents, or real estate leases, or they want the help of licensed South Carolina attorneys associated with LegalZoom's legal plans, LegalZoom will continue its business practices in South Carolina and all 50 states in which LegalZoom operates.»

After a divorce, it is equally important that you have an attorney review, revise and draft essential estate planning documents to reflect the changes in your life.

The plans are expected to narrow the focus of real estate spending and leasing to achieve efficiency and better document internal controls, while reviewing the compliance of the «Freeze the Footprint» policy.