Sentences with phrase «sophisticated estate planning strategies»
She began her law practice in 2005 at The Bowden Law Firm, focusing in sophisticated estate planning strategies for high net worth families.
http://www.estatelawga.com/
He advises clients on a broad range of basic and sophisticated estate planning strategies, estate and trust administration issues, probate, estate and trust dispute resolution matters, and the preparation of gift and estate tax returns.
Not exact matches
This focus allows us to effectively address all types of matters, from straightforward Estate Planning issues to sophisticated wealth transfer techniques, tax planning strategies, Estate Litigation and any other issue surrounding our Planning issues to sophisticated wealth transfer techniques, tax planning strategies, Estate Litigation and any other issue surrounding our planning strategies, Estate Litigation and any other issue surrounding our clients.
Mr. Hafen's practice includes advice regarding sophisticated tax, estate, asset protection, and business planning strategies, including the preparation of documents such as wills, living trusts, durable powers of attorney, healthcare directives, asset protection trusts, irrevocable life insurance trusts, gift programs, grantor retained annuity trusts, education trusts, family limited partnerships and limited liability companies, generation - skipping transfers, charitable giving, charitable remainder trusts, private foundations, property agreements, and prenuptial and postnuptial agreements.
New Jersey, USA About Blog Financial Advisor provides readers with sophisticated estate planning and investment strategies to help them better invest for their affluent clients.
«While sophisticated financial planning and strategies to transfer wealth is mainly in the realm of estate planning lawyers, a trusted financial advisor can be a force to get the plan implemented,» she says.