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estate planner

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Anonymous

13y ago
Updated: 9/16/2019

form_title=Hire an estate planner form_header=An estate planner will help you plan for the needs of your estate. Have you ever had your estate apraised?= () Yes () No What assets do you have that are included in your estate?=_ Are there any liens on the property?= () Yes () No Will you want a will?= () Yes () No

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Wiki User

13y ago

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Family Estate Planner?

form_title=Hire a Family Estate Planner form_header=A family estate planner focuses on the specific needs of the family while planning the future of the estate. Have you ever had your estate apraised?= () Yes () No How many members are in your family?=_ What are the future needs of the estate?=_


Will and Estate Planner?

form_title=Hire A Will and Estate Planner form_header=Plan for the future by creating important documents that'll execute your wishes. Do you currently have a will?= () Yes () No Have you designated someone with the power of attorney?= () Yes () No Do you have life insurance?= () Yes () No


Where can I get help with elderly estate planning?

When considering estate planning, one should contact an estate planning professional. An estate planner should be certified and have a degree in law, finance or accounting. You should try to find an estate planner who specifically has experience in elderly estate planning.


Are financial planners the best people to see for estate planning?

It depends upon the size of your estate and the qualifications of the fiancial planner. Most people will find that a fiancial planner is the best option or they can even figure out the details themselves with research. However if you have a large estate or complications with your heirs( for instance if they don't get along) then you'd be better off getting legal advice from an estate lawyer.


Where can one study how to become a financial planner?

One can study how to become a financial planner by taking college courses or classes on insurance, business, real estate, economics, and finance related courses.


Do you want to know estate planning tips for selling property?

If you are looking for estate planning tips, the best thing to do is to contact a professional estate planner. If you are looking to enter into the field of estate planning, then you will need to be certified, in addition to a degree in law, finance or accounting.


Senior Financial Planner?

form_title=Hire a Senior Financial Planner form_header=Focused on meeting the specific needs of senior citizens, the senior financial planner can help prepare for the later years. When do you plan to retire?=_ What financial resources have you allocated for retirement?=_ Do you need help with will or estate planning?= () Yes () No


What has the author Paul J Lyons written?

Paul J. Lyons has written: 'Real estate invester's tax and profit planner' -- subject(s): Tables, Real estate investment, Real property tax 'Real estate investor's desk encyclopedia' -- subject(s): Dictionaries, Real property, Real estate business


is there any inheritance tax in Georgia?

As of my last update, Georgia does not impose an inheritance tax. However, it does have an estate tax, which applies to the total value of a deceased person's estate if it exceeds certain thresholds. It's important to consult a tax professional or estate planner for the most current information and specific guidance on estate planning in Georgia.


What is the maximum deduction for a charitable bequest of the residuary estate is?

The maximum deduction for a charitable bequest of the residuary estate is generally 100% of the value of the bequest, as long as the bequest is made to a qualified charitable organization. This deduction can reduce the taxable estate, potentially lowering estate taxes owed. However, specific regulations and limitations may apply based on the jurisdiction and the nature of the estate. It's advisable to consult with a tax professional or estate planner for tailored guidance.


What are some well paying careers in the field of finance?

A Financial Planner for a corporation is one of the higher paying careers in finance. A financial Consultant, Broker, or Estate Planner are others. The pay will depend for the client you are working for so city and government organizations and big corporations make the best clients.


How do you change heir?

To change a heir to an inheritance, you typically need to update your will or estate plan by adding or removing beneficiaries. It is important to consult with a lawyer or estate planner to ensure that the changes are done correctly and legally binding. Each jurisdiction may have specific rules and requirements for changing heirs.