Natalie Choate, an estate-planning attorney at Nutter, McClennen.    From Wordnik.com.  [Leaving Your Roth IRA to the Kiddies] Reference

First, let me give you a rundown on the estate-planning documents involved.    From Wordnik.com.  [Hidden Complications of a Living Will] Reference

It may be a family member, adviser or estate-planning attorney, for example.    From Wordnik.com.  [Why Variable-Life Policies] Reference

Their spouses and estate-planning vehicles are similarly restricted under the deal.    From Wordnik.com.  [Buffett Insists Goldman Executives Are Also Owners] Reference

And we're seeing a lot of grandparents do this, because they have estate-planning issues.    From Wordnik.com.  [CNN Transcript May 27, 2004] Reference

But these loans and their super-low interest rates are also estate-planning opportunities.    From Wordnik.com.  [Why Now Is the Time to Help Your Heirs] Reference

A defective grantor trust can yield better returns for heirs than other estate-planning vehicles.    From Wordnik.com.  [Unusual Trusts Gain Appeal in Unusual Time] Reference

Many wealthy people use this annual gift-tax exclusion as an important estate-planning technique.    From Wordnik.com.  [Facts About the Annual Gift-Tax Exclusion] Reference

Many wealthy people take advantage of the gift-tax exclusion each year as an estate-planning tool.    From Wordnik.com.  [No Extra Paperwork For Tax Exclusion] Reference

"But it's an administrative nightmare," says New York estate-planning attorney Sanford Schlesinger.    From Wordnik.com.  [The Estate Of The Nation] Reference

Prominent estate-planning attorney Martin Shenkman says that could be helpful for Will ` s recovery.    From Wordnik.com.  [CNN Transcript Mar 08, 2006] Reference

People near retirement age are turning to directed trusts as part of their estate-planning strategy.    From Wordnik.com.  [Estate Plans With Reins] Reference

The stock market's deep slump makes this provision even more attractive as an estate-planning vehicle.    From Wordnik.com.  [Tough Times Are Good Times to Trim Estates] Reference

Many wealthy people take advantage of this provision each year as part of their estate-planning strategy.    From Wordnik.com.  [Why Inflation] Reference

A company spokesman said "the sales were made by the trusts and foundations for estate-planning purposes.".    From Wordnik.com.  [Big Seller at Bed Bath: Shares] Reference

"I don't have a single estate-planning client that I don't at least raise the issue of pet planning with," says Ms. Hoyt.    From Wordnik.com.  [Good Boy] Reference

Under this estate-planning strategy, the owner assigns beneficiaries but retains control of the assets during his lifetime.    From Wordnik.com.  [Your Cash: How Safe Is Safe?] Reference

"The hardest question is what's yours, what's mine and what's ours," says Jerry Chasen, an estate-planning attorney in Miami.    From Wordnik.com.  [The Right Steps] Reference

After job-hopping and working for his father's construction company, he ended up at an estate-planning firm in the late 1990s.    From Wordnik.com.  [How a Money Trader Went Bad] Reference

In simplest terms, the "income will be taxed where it winds up," says Alan Acker, an estate-planning lawyer in Columbus, Ohio.    From Wordnik.com.  [Ask Encore] Reference

Mom plans to complete this authorization, and include the document with the living will and proxy in her estate-planning records.    From Wordnik.com.  [Hidden Complications of a Living Will] Reference

If you're considering more complex techniques, such as setting up trusts or estate-planning ideas, consult a seasoned professional.    From Wordnik.com.  [Rules for Giving] Reference

Ultimately, the kind of insurance you use for estate-planning should be chosen based on "what keeps you up at night," said Mr. Cline.    From Wordnik.com.  [Why Variable-Life Policies] Reference

So, "most estate-planning lawyers would say you shouldn't try it without getting a ruling from the IRS, which would be quite expensive.".    From Wordnik.com.  [Trust as Beneficiary of IRA Is a Popular Strategy] Reference

In the torrent of estate-planning advice out there, one simple but crucial bit of wisdom often gets overlooked: Keep your stuff in order.    From Wordnik.com.  [The Mess They Left] Reference

"There's no advantage to funding it from the IRA," says Natalie Choate, an estate-planning lawyer at Nutter McClennen & Fish LLP in Boston.    From Wordnik.com.  [IRA Transfer to a Gift Annuity Would Be Taxed] Reference

Much as I dislike DIY wills because of all the problems they can cause, I think estate-planning lawyers are partly to blame for their proliferation.    From Wordnik.com.  [The Case Against Do-It-Yourself Wills] Reference

Whitaker further castigates Christensen for suggesting that the estate-planning documents prepared by his firm be “washed away,” i.e., shredded.    From Wordnik.com.  [The Battle for Mrs. Astor] Reference

"They don't want to give up control to the younger generation," says Jere Doyle, estate-planning strategist for BNY Mellon Wealth Management in Boston.    From Wordnik.com.  [Whose Business Will This Be?] Reference

Note: Investors might encounter a technique espoused by some estate-planning experts, which in theory would allow for a transfer without triggering taxes.    From Wordnik.com.  [Trust as Beneficiary of IRA Is a Popular Strategy] Reference

In many cases, compensation attorneys say, death benefits are really a form of deferred compensation, structured partly for estate-planning or tax reasons.    From Wordnik.com.  [Companies Promise CEOs] Reference

A growing industry of elder-law attorneys has also sprung up to guide clients in the fine points of "Medicaid estate-planning" -- all of which are perfectly legal.    From Wordnik.com.  [PLANNING TO BE POOR] Reference

The insurer says Ms. Tomlinson cited "personal estate-planning" when she applied for the policy, naming the "Germaine Tomlinson Insurance Trust" as the beneficiary.    From Wordnik.com.  [Life, Death and Insurance: Indiana's $15 Million Mystery] Reference

"They understand that everyone is scared to death," said Diana S.C. Zeydel, a shareholder at law firm Greenberg Traurig in Miami, who specializes in estate-planning.    From Wordnik.com.  [Trusts Require Attention] Reference

By letting everyone involved know about her estate-planning decisions -- and the thought process behind them -- mom may one day help to make a tough time easier for all of us.    From Wordnik.com.  [Hidden Complications of a Living Will] Reference

Financial advisers say parents may employ variations on all of these strategies and suggest contacting tax and estate-planning professionals before entering into any agreement.    From Wordnik.com.  [Should You Buy Your Kid a House?] Reference