Blog > Archive by tag 'planning'
Posts Tagged ‘planning’
November 1st, 2010
(Estate Planners) - Proper asset protection should be an important part of financial planning. Without a good plan in place, everything you've worked so hard for could be seized as a result of a lawsuit, judgment, or other situation that could jeopardize your finances. However, asset protection is one of those things that you must plan ahead for. If you wait until
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Tags: asset, business, estate, family, Laws, level, plan, planning, Protection, risk, situation
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| Posted in Estate Planning, Investing, Personal Finance |
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October 11th, 2010
(Estate Planners) - The term "estate planner" is actually a rather broad term. In many cases, estate planners are attorneys. However, in other cases, there are financial advisors, insurance planners, and even CPAs who refer to themselves as estate planners. The type of estate planner needed is primarily determined by what you are trying to accomplish, as well as your specific situation and needs. If you are thinking about estate planning and don't
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Tags: advisor, attorney, estate, family, Planner, planning, process, property, something, term
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| Posted in Estate Planning, Investing, Personal Finance |
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September 21st, 2010
(Estate Planners) - As political change sweeps through Washington, D.C., the future of the Estate Tax is far from settled. Under the current law, the tax on the value of your estate declines to zero in 2010, but is scheduled to reappear with a vengeance in 2011 with rates as high as 55% and hitting estates as small as $1 million. Subsequent modifications between now and January 1, 2011, by Congress and the President Obama are likely
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Tags: advisor, D.C., estate, family, plan, planning, President Obama, process, Right Way, Sam, tax, team, time, WASHINGTON, Wealth
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| Posted in Estate Planning, Investing |
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September 21st, 2010
(Estate Planners) - Estate planning involves making decisions about what will happen to your property and assets after you die. Planning ahead of time exactly how you want your assets distributed and to whom will make your passing easier on your family and friends since your final wishes will be clearly defined through documents such as a will, a power of attorney, a medical power of attorney, and funeral arrangement requests. Estate planning
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Tags: attorney, estate, family, insurance, Life, person, planning, power, probate, property
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| Posted in Estate Planning, Investing, Personal Finance |
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September 21st, 2010
(Estate Planners) - Estate planning attorneys specialize in areas of the law that affect the property that a person leaves when he dies. Estate planning attorneys assist their clients in making decisions about how their estate should be handled while they are living in order to plan for their eventual death. One of the main areas estate planning attorneys will focus on is the tax consequences of different courses of action. Naturally, the main goal will be to minimize the amount of taxes
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Tags: attorney, court, death, estate, executor, person, planning, probate, process, property
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| Posted in Estate Planning, Investing, Personal Finance |
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