Sentences with phrase «which estate planning documents»

Ensure their estate planning documents are up - to - date, and clarify which estate planning documents (wills, trusts, power of attorneys, etc.) would be beneficial for the client to have

Section Five: Other Retirement Considerations will help you determine what to do with your mortgage and also which estate planning documents you need to obtain.

Not exact matches

Unlike Wills, which most people think as the be-all and end - all of Estate Planning, Living Trusts help keep your private documents private.

Alexis Neely: The big mistakes that most estate planning lawyers are making is that they are doing estate planning the way that we were taught in law school, which is forms and documents.

A basic estate plan is an estate plan that includes legal documents which, together with proper nonprobate asset beneficiary designations, are likely to address the estate planning needs of most people, but which avoid the complexities of drafting and enforcing a trust.

Both sides cited cases which stand for the same basic proposition: A beneficiary has a proprietary interest in and is entitled to production of documents relating to advice sought and obtained by a trustee in connection with the administration or management of, for instance, a pension plan, or an estate (see Froese v. Montreal Trust Co. of Canada [1993] B.C.J. No. 1529 (S.C.), aff'd [1993] B.C.J. No. 1847 (C.A.); Re Ballard Estate [1994] O.J. No. 2281 (Gen.estate (see Froese v. Montreal Trust Co. of Canada [1993] B.C.J. No. 1529 (S.C.), aff'd [1993] B.C.J. No. 1847 (C.A.); Re Ballard Estate [1994] O.J. No. 2281 (Gen.Estate [1994] O.J. No. 2281 (Gen. Div.)

«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.»

An estate plan, on the other hand, can consist of multiple documents, which together manage distribution of your estate.

Generally, in estate planning, this is a document which guarantees payment in the event that a person responsible for money or property distribution does not act in accordance with the will or trust, the law, or his or her fiduciary duties.

This training tool, which is available at no cost, covers the following six topics: Real Estate Issues and Trends; Enhancing Leadership Skills; Meeting Management; Governing Documents and Policies; Legal and Regulatory Activities; and Visioning, Planning, and Budgeting.