estate planning


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estate planning

noun arrangements for succession, proper testamentary scheme, testamentary planning, will planningGenerally: tax planning
References in periodicals archive ?
Sellers, CPA, AEP states "We are honored to admit Randy Zipse as a member of The Estate Planning Hall of Fame Class of 2014.
Your estate planning should also address the coordination of the way you hold title to your various assets, your beneficiary selections and the possible transfer of certain assets while you are alive.
There are multiple variables that can cause estate planning issues to surface and just as many excuses to decide to avoid planning an estate.
The Pikesville, Maryland, couple began to focus on estate planning shortly after they married in June 1999.
For a sample client letter on estate planning, go to journalofaccountancy.
Members who require more complex planning can work with SECU Trust representatives and a local attorney of the members' choice to help address their estate planning needs.
Many clients eventually reach a point of estate planning exhaustion where the benefits of additional planning do not justify the time and cost required.
Pre-marriage estate planning documents (including beneficiary designations on retirement accounts and life insurance) usually do not reflect post-marriage intentions.
Written by an experienced manager for the Westhem Grant Group, Estate Planning Is About More Than Death & Taxes is a straightforward and in-depth look at estate planning issues.
Riverwoods, IL) has begun the production of two new subscription information services, including Federal Securities Regulation Integrated Library (FSRIL) and Estate Planning Expert Library (EPEL).
This includes tax planning, retirement planning, estate planning and risk management.

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