"Trust and estate planning
can seem overwhelming," said DiMonda.
In theory, a law firm could automate all its estate planning
through a smart system.
Estate protection is the part of estate planning
that is usually included in the comprehensive personal financial plan.
And for your client families where that statement rings true, you have the license to encourage them to move forward with the estate planning
process at an early stage.
If the client is concerned that an heir will argue that a primary beneficiary exerted undue influence during the estate planning
process, one helpful strategy is to keep the involvement of that beneficiary to a minimum while the documents are being prepared.
As useful and necessary as living trusts and advance directives are, how much professional income can this work generate, and how much can it grow, within most estate planning
Although each of the following three factors might seem obvious, determining their impact on estate planning
requires further assessment:
Zipse, Vice President, Advanced Markets for The Prudential Insurance Company of America s Individual Life Insurance business (Prudential), is one of only seven estate planning
professionals to receive this prestigious award in 2014, which is given annually in recognition of outstanding lifetime achievement and contributions to the practice and profession of estate planning
within the professional disciplines of accounting, insurance and financial planning, legal services, trust services, and academia.
for what I call a modern family, one that's blended or has unmarried partners, for example, might require you to handle things like the will, powers of attorney and beneficiary designations differently than you otherwise would," says L.
I will guarantee my wealth is passed on to future generations through proper insurance and estate planning
While less-than-perfect estate planning
is certainly rampant among all socio-economic classes, an affluent celebrity's failure to create a properly drafted will and an explicitly clear estate plan can result in a legal and emotional uproar after their death.
Speidel attended the 58th Annual Estate Planning
Seminar sponsored by the Estate Planning
Council of Seattle and the Washington State Bar Association in Seattle on Oct.
This volume is for law students and professionals practicing wills, trusts, and estate planning
in the state of Maryland.
While only the wealthiest individuals need to invest in "Cadillac" estate planning
for the purpose of minimizing estate taxes, many others can benefit from estate planning
more on an economy car level.
"I am honored to be presenting on the topic of international estate planning
. It is a confusing and challenging environment for lawyers to navigate their non-citizen clients through the current tax environment," Squillace said.