Top 200 cities  |  

Estate-planning Portland

Estate planning is the management of a person's estate (net worth at any point whether alive or dead), during their life, to arrange how this estate will be disposed and managed during their life and after they die. This minimizes gift, generation skipping transfer, estate and income tax. It also takes into account...
Estate planning is the management of a person's estate (net worth at any point whether alive or dead), during their life, to arrange how this estate will be disposed and managed during their life and after they die. This minimizes gift, generation skipping transfer, estate and income tax. It also takes into account the possibility of incapacity of a person and administers a probate which maximizes the estate value by reducing other expenses. A probate distributes property after death and includes the validation of the will, estate representative hearing notification of creditors and the estate distributed to the will beneficiaries. Some modern estate planners recommend probate avoidance strategies to eliminate the cost and time of the probate process. Mediation is available to settle disputes. For minors and beneficiaries in incapacity, a guardian is often designated. Estate planning law overlaps with elder law which also provision long term-care, and involves wills, trusts, powers of appointment and attorney as well as property ownership.
Show more

6 results for Estate-planning

Portland Financial Planning Group LLC in Portland

477 Congress Street Suite 814, Portland, 04101
(207) 771-8821

PFPG is committed to the highest ethical and educational standards in the financial advisory profession. We subscribe to the fiduciary oath of NAPFA and to the CFP code of ethics, which honor client confidentiality and demand that your interests come first ...

brokerage, cfa, cfp, financial plan

Epstein O'Donovan in Portland

2 Monument Sq, Portland, 04101
(207) 772-4100

The maine Law firm, Epstein & O'Donovan L.L.P. is a law firm in Portland, Maine which restricted its practice to drafting wills and trusts, probating estates, administering trusts, advising individuals on business succession planning and wealth preservation ...

& o'donovan, attorneys at law, augusta, bar association

Financial Benefit Services in Portland

2401 Congress St, Portland, 04102
(207) 775-0062

Our professional advisors provide financial services for individuals looking for retirement planning, investment advice, and wealth management. We also assist businesses with retirement planning, management, growth, and continuity needs.

david g. bilodeau, financial, financial planning, george m. spino

Financial Planning Services in Portland

2 City Ctr, Portland, 04101
(207) 773-3223

NFLG provides strategies to it's clients (individuals and businesses) who are interested in protecting their financial future. Whether it's planning for a comfortable retirement, the survivorship needs of families, or the continuation of their businesses ...

annuities, estate planning, finance management, financial

Cornerstone Financial Planning , Corner Stone in Portland

70 Center St, Portland, 04101
(207) 772-8133

Cornerstone Financial Planning provides unbiased, fee-only, client-focused financial planning services in Maine, New Hampshire and northern Massachusetts. Services include Financial Planning, Investment Management, Wealth Management, Divorce Planning and ...

divorce planning, estate planning, fee only, financial

Were you able to find the right 6 Providers within estate-planning ? If you're also a provider of estate-planning and you're not featured in the business directory yet, you can always Add an entry for free.

This website uses cookies to ensure you get the best experience on our website. More information