PPT-Estate Planning For Divorced Clients

Jessi Patton Patton Law The States plan for newly single clients and why they might want to opt their family out of it Why simple form documents do not work and what your clients . Why is Estate Planning Important?. It allows you, while you are still living, to ensure that your property will go to the people you want, in the way you want, and when you want. .. To control your personal and financial affairs after you no longer can because of death or incapacity (for yourself and your family). Lew Dymond, Jr., Esq.. Control my property while I’m alive and well.. Provide for myself and my loved ones if I become disabled.. Give what I have:. To whom I want;. The way I want;. When I want.. Minimize the impact of taxes, professional fees, and court costs.. Annual Conference. Gold Coast. 28–30 September 2016. Estate Planning Think Tank. . What would you like to have discussed or covered off this morning?. How do we scope this with clients – highlight areas of value. Wealth Strategist. Pam provides wealth counseling services to clients in the Los Angeles and Seattle offices of Goldman Sachs, focusing on estate and gift tax planning, generation-skipping transfer tax planning, income tax planning, and charitable giving strategies.  . the Future. . Nicholas . Karavidas. Principal, Wine Concepts & Design, International. Kenneth F. Levy, CFP. Levy, Daniel and McGee Wealth Management. David . McAlvany. Author, The Intentional Legacy. country, Icon’s dynamic . team of professionals . is reinforced . by first rate technology and . constant market . data. As a trusted partner and . proponent to our . clients, we are dedicated to providing . Planning strategies to . connect. with the . next generation. Topics for today. Opportunity and obstacles with intergenerational wealth transfer. Keys to developing a family-focused practice. Financial planning strategies to . Professor Payne, Finance 4100. Learning Objectives. Understand the importance and the process of estate planning. Draft a will and understand its purpose in estate planning. Avoid probate. 2. Introduction. Audience. Advisors. Length. 1 hour. Creator. Manulife Bank Product and Marketing. CE Credit Reference #. Governing . Body. Number of Credits. & Category. Credit . Number. CE Credit . valid until…. Principal Columbia Officemoffitoffitkurmancom301 575-0308 Fax 301 575-03358171 Maple Lawn Boulevard Suite 200 Maple Lawn MD 20759wwwlinkedincom/in/mauriceoffitPRACTICE AREAS149Estates And Trusts149Es jzmac@udel.edu. Director of Trust Management Minor | Instructor. Probate. – Legal process of transferring asset from deceased person ownership to beneficiary ownership. Trusts. – Tax efficient Structure created to control wealth during life or after death to defer and minimize taxes, protect wealth, avoid probate, create generational wealth. Separation between legal and equitable ownership.. According to the 2021 Canadian census, almost 12% of the nation’s families are stepfamilies – “blended families.” Those in in blended families ought to think ahead and confront challenging issues, such as estate planning. Edmonton families should establish clear plans early on to avoid serious difficulties that can occur when a parent or step-parent passes without a will. There comes a time in everyone’s life when it becomes necessary to focus on the future. That means not just your future but also that of your family and the estate you may one day leave behind. Effective estate planning with lawyers can provide a framework for stability and peace of mind if you begin now. It is vital to consider how to protect your estate and ensure you can provide for your own care in the future. R. Max Best. GOALS AND PURPOSES OF ESTATE PLANNING. Arrangement of one’s estate for disposition and management of property at death . The purpose of estate planning is to preserve and transfer the maximum amount of wealth for your beneficiaries and to reduce the stress of management for your heirs and beneficiaries, .