Sentences with phrase «with estate planning needs»

Give us a call and we will be happy to help you with your estate planning needs.

For families with special - needs children or those with estate planning needs, we offer survivorship / joint survivor (or second - to - die) insurance.

The knowledge CLU candidates gain by passing their requirements focus on the operation of the life insurance industry, in depth knowledge of laws and regulations pertaining to life insurance, and more practical concepts such as determining the life insurance needs of various types of clients with sophisticated financial situations such as business owners or clients with estate planning needs.

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.

He also helps commercial landlords and commercial tenants with their lease negotiations and other leasing issues Jonathan enjoys assisting clients with their estate planning needs, such as drafting Wills, Powers of Attorney, and Representation Agreements.

Contact the Texas probate law firm Bailey & Galyen for a free initial consultation to assist you with your estate planning needs.

To discuss how our attorneys and staff at Stegall, Katz & Whitaker can assist with your estate planning needs, call us today at 602-241-9221 or e-mail our law firm in Phoenix, Arizona, to schedule a consultation.

Not exact matches

And although VEBAs won't help you with your short - term investment goals, they can certainly help address your estate - planning needs.

Additionally, Ms. Johnson partnered with estate attorneys, accountants and stock plan specialists to deliver holistic guidance around clients» executive compensation, generational wealth transfer needs and charitable giving goals.

I was a private Wealth Manager and worked with ultra high - net worth individuals and families managing their entire wealth picture including their finances, investments, tax and estate planning needs.

AARP: Retirement Planning CFA Institute: Retirement Security Choose to Save: Ballpark E$ timate ® Edelman Financial Services LLC: Retirement & Estate Planning Financial Mentor ®: Retirement Calculators How to Save Money for Retirement (retirement savings guide) IRS: Adding Automatic Enrollment to Section 401 (k) Plans — Sample Amendments IRS: Changes in Your Life May Affect Retirement Planning IRS: Help with Choosing a Retirement Plan NEFE Financial Workshop Kits Retirement Series Preparing for Retirement from DOL Save it Like You Mean It: The (Non-Scary) Guide to Retirement Planning Saving Matters from DOL U.S. Department of Labor: Taking the Mystery Out of Retirement Planning WISER: What Women Need to Know About Retirement

A continued practice of listening to the clients, defining their needs and wants, and constructing customized, flexible wealth management solutions that adapt with the client's evolving goals, including tax and estate planning.

In addition, consistent with Stefanie's belief that the most effective estate planning begins early, Stefanie has developed an estate planning program designed specifically to meet the planning needs of young families as they encounter common life events.

She also counsels many of her clients on the various types of trusts such as the marital deduction trust, special needs trusts, Q - TIP trusts, and charitable remainder trusts and helps her clients coordinate their trusts with their overall estate planning needs.

If you haven't considered these questions before and haven't taken steps to plan for bequeathing your assets you may need to work with an estate planning attorney.

Whether you plan on investing in commercial or residential real estate, Source Capital can provide you with the hard money loan in Santa Rosa you need to make it happen.

But as even he has discovered, many of these investors may still need some help or guidance in choosing ETFs, settling on an appropriate asset allocation, rebalancing or even with financial issues that go well beyond managing investment portfolios — more holistic challenges like tax - efficient withdrawal strategies, insurance and estate planning, debt management and the like.

Jason Heath, a fee - only financial planner with Objective Financial Partners, says robo - advisors are a great choice for young investors who only require portfolio management for a specific savings goal and don't need to get into the more personal aspects of wealth management such as taxes and retirement or estate planning.

Keep in mind, however, that if you have a complex financial life that includes stock options, sophisticated tax planning, or estate planning issues, or if you value the ability to interact with a human advisor, a digital advisor may not be able to provide the personalized financial planning help you need.

If the federal estate tax were to be abolished, the question is whether this need to reduce the estate would go away and negate the need for planning with irrevocable life insurance trusts.

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.

Need assistance with retirement planning, investment management, education funding, tax planning, or estate issues?

At Insurance and Estates, we provide our readers with the facts needed to make the right choice regarding the top life insurance company and plan they choose.

One of our primary goals at Insurance and Estates is to provide our visitors with the knowledge needed to make the best choice regarding the carrier and plan they choose.

Joe Fairless: Hey, Josh, thank you for being on the show, from talking about the overall approach that you take to business and how to build a company, the process or the things that we need to pay attention to when we build a company — have the idea, have the plan, make sure we're solving something with a unique selling proposition... Be passionate, have dedication to our people, and know our business from a data standpoint — that right there is the blueprint for creating not only a real estate investing company, but just a company in general.

That was the best money we ever spent (and an estate plan will be needed to shelter your assets from the estate tax whose rates will be creeping up again...) With a competent tax attorney and a good handle on the details of your assets and life insurance, it should be a quick process.

The other thing you forgot to mention about apartment complexes, if you need money from the bank, it's not so easy with commercial properties, the bank want's more then just a simple 20 % down payment to give you the loan, they want prior real estate investing experience, including a past portfolio, business plan, etc..

It used to be that only financially established individuals or adults with dependents needed an estate plan.

Advisors can help with insurance needs, budgeting and cash flow analysis, tax and estate planning, etc..

AARP: Retirement Planning CFA Institute: Retirement Security Choose to Save: Ballpark E$ timate ® Edelman Financial Services LLC: Retirement & Estate Planning Financial Mentor ®: Retirement Calculators How to Save Money for Retirement (retirement savings guide) IRS: Adding Automatic Enrollment to Section 401 (k) Plans — Sample Amendments IRS: Changes in Your Life May Affect Retirement Planning IRS: Help with Choosing a Retirement Plan NEFE Financial Workshop Kits Retirement Series Preparing for Retirement from DOL Save it Like You Mean It: The (Non-Scary) Guide to Retirement Planning Saving Matters from DOL U.S. Department of Labor: Taking the Mystery Out of Retirement Planning WISER: What Women Need to Know About Retirement

He founded Byron Udell & Associates in 1986 and, for the first eight years, focused mainly on helping wealthy individuals and families with their permanent and term life insurance and estate planning needs.

Along with our estate plans, we put together a document laying out everything someone may need to know in the future.

• Naming a trustee in your estate planning with access to funds sufficient to cover needs of the pet in the event of illness or death of the owner.

What she and her partner in her law practice plan to discuss is why everyone with animals needs estate planning.

We offer extensive information on all of our hotels, apartments & resorts in Cap Estate, providing you with all the information that you need in order to fully research and plan your holiday in Cap Estate with complete confidence.

And we started planning a much - needed break in some soothing tropical haven, far from anything to do with real estate.

Mr. Kalmár said that Dario Zar, the head of a real estate company that owns the Greene Street building, began telling him about the construction plans in the spring, saying workers needed to be inside the gallery for up to two months to reinforce the columns, with or without the gallery's consent.

The South London Gallery is hugely grateful for the support of our funders, which include BBC Children in Need, who fund our ongoing art project with looked after children in Southwark, the Freelands Foundation who are funding Open Plan, our public art and education project for the residents of our local housing estates, and the Esmée Fairbairn Foundation who support our young people's programme.

In gallery news: Thomas Dane Gallery now represents Dana Schutz in the UK, with an exhibtion planned in October 2019 at the London gallery (her first solo show in the UK capital); London's Victoria Miro now represents the estate of Ilse D'Hollander, with a solo show at its Mayfair space planned for November; Rome's Frutta Gallery is opening a new space in Glasgow with a solo exhibition by Santo Tolone; with a much publicized scandal of artists claiming nonpayment, LA gallery CB1 will close — «Given our cash flow and slow sales, in late March we made the difficult decision to close the gallery» founder Clyde Beswick told the LA Times; Copenhagen gallery David Risley has announced it is closing its doors, writing, «We need to remember that without artists there would be no art fairs, no sponsors, no collectors, no consultants, no critics, no magazines, no museums, no transport companies, no gala dinners.

Artists, said Jenny Dubnau, who is one of the authors of the alternative plan, need to reckon with how they are often used by real - estate interests to increase gentrification, as well as the overall expense of working in the city.

Older Rhode Islanders and their families are well served by Mr. Heffner and his team of four paralegals, who guide them every step of the way with Medicaid applications, guardianship matters, special needs planning, nursing home asset protection, and wills, trusts and estate planning.

With over 28 years of legal experience, she mostly practices in estate planning with an emphasis on Medicaid, VA Benefits, and special needs planning, including revocable, irrevocable and special needs trusts, wills, durable power of attorneys, and living wiWith over 28 years of legal experience, she mostly practices in estate planning with an emphasis on Medicaid, VA Benefits, and special needs planning, including revocable, irrevocable and special needs trusts, wills, durable power of attorneys, and living wiwith an emphasis on Medicaid, VA Benefits, and special needs planning, including revocable, irrevocable and special needs trusts, wills, durable power of attorneys, and living wills.

We speak with Donna Jackson, an attorney who works hard to ensure her clients are given all the support they need, in regard to assets and estate planning.

That combination provides reassurance that this is a site developed with an understanding of what estate planning lawyers need.

Lack of knowledge regarding the need for estate planning or familiarity with estate planning concepts

Company Profile: Solo Practitioner law office serving primarily the special needs community with estate planning, and guardianship and probate matters

Fill out the form below to schedule a free consultation with an estate planning lawyer to discuss your particular needs and goals.

Assisting clients with estate planning, essential documents (POA, Last Will and Testament), special needs trusts, probate, and Medicaid eligibility for nursing home residency.

We also assist corporate owners with their personal legal needs, including estate planning and succession planning.

If the client will need to gather information for you, provide them with a list of documents or develop forms to help them give you necessary information, such as a chart to record complaints and doctor's visits in a personal injury case, a log to track contacts or problems with a difficult spouse in a matrimonial proceeding, or a spreadsheet to record account information for estate planning.