Clients on the top level of the estate planning
hierarchy have significant estates, generally at least $5 million.
Life insurance often represents the single largest asset passing on death, but life insurance is often purchased, and beneficiary designations are often completed without the assistance of an estate planning
attorney familiar with the client's goals and likely tax situation.
Values Centered Estate Planning
puts all of your resources--your assets and ideas--behind your most fundamental beliefs about the good of your loved ones and society," explains Mark Weinberg, an estate planning
attorney who represents charities and donors in planned giving, and serves as planned giving counsel to the National Academies.
So they're squeezed and they have to do some real estate planning
to make sure they don't have to suck up all the liquidity from the business to pay taxes.
For practitioners beginning an estate planning
service, there's the Estate Planning
Advisor--a fully integrated, "A to Z" service that covers every aspect of estate work.
Financial planning software platform, AstuteWheel, has expanded their software portfolio with an estate planning
The Board of Directors administers the Estate Planning
Law Specialist (EPLS) certification program.
So say observers who have watched the number of preoretirement boomers engaged in estate planning
steadily rise in recent years.
THANKS FOR SHEDDING SOME LIGHT ON THE TOPIC OF estate planning
("You Can't Take it With You," August 2007).
What's more, the application of the rules is a little different when it comes to estate planning