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Over the years, I’ve been a judge, a defender, an estate planner, and more. My unique insights stem from a versatile background in law. Whether you’re exploring options for the future or struggling with a probate matter, I’m on your side. ...
s estate plan. Yourefolio not only meets but exceeds the needs of the most complex plan. Finally, a one stop place to know who has what responsibilities without having to continually go back to original documents. Any planner who doesn’t use this software must either not understand estate ...
Edited by Joshua Iversen, Certified Financial Planner As difficult as it may be to imagine your life being any different than it is right now, there is a chance that you ... Read More → A Guide To Power Of Attorney For Elderly Parents Originally written by Lisa J. Gary, Esq. A...
Your estate planning needs may be more complicated. If so, you may wish to hire a lawyer that specializes in estate planning. It may also be worth consulting with a tax professional or financial planner to understand the potential tax consequences of your estate and investments. Depending on th...
(such as asset protection for the family). The financial planner will be able to assess your parents’ current financial status and then suggest long-term plan that would allow them to have money for the remainder of their life. The financial planner should be certified in the state in ...
From start to finish, Gabriel Katzner made the uncomfortable task of writing a will comfortable. Years ago I actually purchased an inexpensive will (from a website) and figured I was covered, but my wife wanted a will from a real estate planner and I am glad she st... ...
This process may seem overwhelming, but it is a necessary one to make sure that your property and other assets are going to be taken care of according to your wishes. Luckily, you canschedule a free consultationwith one of ProVise’s many CERTIFIED FINANCIAL PLANNER™ professionals to help ...
And so the difference between giving a gift now versus waiting until death, well, there's a very real economic impact to the family members or the recipients. If you're a proper estate planner, basis should be part of your calculation. Also be aware when taxable events might happen. If ...
effectively you've planned for the "big picture" by integrating your legal, tax, and financial strategies. In this show, we delve deep into these critical areas, offering insights on how to implement this comprehensive planning with your hosts, attorney John Ross and financial planner Devin ...