Flash Intro Page

Description: Co-creating estate plans that work for people who care enough to work with counselling-oriented planning partners, commit themselves and their families to a formal program of maintenance and education, assuring that their wisdom (non-financial wealth) is transferred along with their wealth (financial wealth). Unfortunately, the industry standard of simply selling documents called wills and trusts misses the mark of achieving a person's estate planning goals.

Keywords: Estate, Trust, Will, Insurance, Medical, Directive, Power of Attorney, Probate, Medicaid, Medicare, estate plan, estate planning, estate planning attorney, revocable, irrevocable, RLT, ILIT, IRT, IDIT, charitable, remainder, lead, FLP, LLC, family limited partnership, family limited liability company, QPRT, QTIP, GRAT, CRT, CLT, annuity, unitrust, credit shelter, settlor, grantor, CRAT, CRUT, CLAT, CLUT, GRIT, SCIN, IRA, Retirement Plan, 401(k), custodian, designated beneficiary, Estate tax, Inheritance, Inheritance tax, legatee, heir, beneficiary, trustee, bond, commissions, guardianship, living probate, pour-over will, advance directive, 1041, 706, creditor, creditor protection, deed, real estate, personal property, property, inventory, schedule, funding, title, re-title, joint tenancy, JTWROS, Tenants by the Entireties, T by E, Tenants in Common, right of survivorship, GST, GSTT, Generation Skipping Transfer Tax, Life Estate, Life Estate without powers, Maryland, Lutherville, Bel Air, Baltimore, Columbia, Annapolis, Towson, Frederick, Westminster, life insurance, CFP, CE, continuing education, financial planning, stocks, bonds, CPA, National Network, attorney, estate planning, legacy, wisdom, values, Allianz, American Legacies, divorce, children, grandchildren, special needs, RETS, CP, Charity, Banking, CD, Money Market, Investment, safe, vault, Sunbridge, priceless conversation, lighthouse, stories, The Ultimate Gift, DVD, books, Annual Client Meeting, Client Update Program, ACM, CUP, stockbroker, FPA, NAIFA, Estate Planning Council, Lincoln Financial, Merrill Lynch, Bank of America, PNC Bank, M&T Bank, Home, SDAT, taxes, court, orphans court, register of wills, InKnowVision, death, disability, long term care, Roth, RMD, Inherited IRA, Living Will, Health Care Power of Attorney, Life Estate Deed, child, minor, UTMA, protection, safe, control, save taxes, preserve, Edward Clay, Edward S. Clay, ESC, Ed Clay, Edward S Clay, Clay, Loyola College, University of Baltimore, UB, Overlea, Fallston, Baltimore County

Tags: estateplan, clay, edward, offices, law, flash, intro, page, estate, planning, wealth, financial,

Estateplan.org

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ESTATEPLAN.ORG - Site Location
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