CHAPTER FOUR

Can Life Insurance; tax and financial advisors play a role in my Estate Plan?

Insurance brokers

A complete Estate Plan and Financial Planning as well, should also include consideration of life insurance. There are a broad spectrum of insurance options to choose from that are beyond the scope of this website. An experienced insurance broker can provide you with a variety of smart options alternatives. For information feel free to contact THE LoBELLO LAW FIRM or your insurance broker.

Financial and tax planners

As with insurance most Estate Planning benefits from a close and professional review of tax and financial positions by an experienced financial and/or tax planner. Valuation, appreciation and depreciation of personal and real property should always be considered in light of present and future needs of your family, as well as present and future tax and financial requirements and planning. It is suggested that any questions in this regard be addressed through a thorough review of your entire portfolio. This analysis should be done by an independent tax and financial professional who can work closely with THE LoBELLO LAW FIRM.

Arbitration, Mediation, Negotiation

We are surrounded by litigation, and reside in what has been correctly described as the most litigious society in history. If there is a challenge to an estate and/or a Will and if a conflict arises between the parties, litigation could result in long and protracted delays and tremendous expenses. There are alternatives, including mediation, arbitration and negotiation. These alternative dispute resolution techniques are becoming more popular as alternatives to resolving disputes in virtually every field of law. This office believes in utilizing the most efficient and expeditious means available in the event a dispute involving clients arises. This belief integrates the use of mediation, arbitration and negotiation as alternatives to litigation. Information on Alternative Dispute Resolution is available on this website.

If you require any further information, please feel free to contact THE LoBELLO LAW FIRM for a no obligation consultation. Call today 702.870.8000 or send an Email directly to Mr. LoBello, for a personal response.

e-mail: mlobello@lobellolaw.com

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