Call 321.252.0100

Contact InterActive Legal

Corporate Office Address:

930 South Harbor City Blvd, Ste 505
Melbourne, FL 32901

Direct Contact:

Phone: 321-252-0100
Email: info@interactivelegal.com

Departments:

Customer Service: customerservice@interactivelegal.com or 321-312-4966
Sales: sales@interactivelegal.com or 321-252-0100
Technical Support: support@interactivelegal.com or 321-252-0094
Finance: finance@interactivelegal.com or 321-312-4967


* required information

Events

Catholic Estate Planning

Each component of a client’s estate and financial plan can embody their Catholic values, beliefs, and lifestyle. Practitioners can guide clients to write a letter of final instructions, or an “ethical will,” to their heirs. This can explain to the heirs the client’s connection with the Church, and how the Catholic concept of stewardship over assets is carried out by making a bequest in your will to complement philanthropy during lifetime. Each aspect of your client’s financial, retirement, insurance, death (dispositive scheme), and post-death (e.g., trusts for heirs) planning and documentation can be imbued, to the extent the client wishes, with Catholic values. This practical webinar will explore a range of issues.

Kaestner Case and State Income Taxation of Trusts

On June 21st, the Supreme Court of the United States entered its opinion in North Carolina v. Kaestner, 588 US (2019). The Kaestner case represents an extremely important decision for all estate planners, trust officers, trustees, and advisers. Although the holding is a narrow one, it is vitally important.

Christian Estate Planning

Each component of a client’s estate and financial plan can embody their Christian values, beliefs, and lifestyle. Perhaps the simplest way to integrate Christian values into an estate plan might be for a client to add to his or her will a bequest to an organization that has been instrumental or inspirational in his or her life, or which embodies the values he or she holds dear. But there is so much more.


Life and Death Planning for Retirement Benefits

Digital Subscription | by Natalie Choate

For more information, visit RetirementBenefitsPlanning

InterActive Legal

Contact InterActive Legal

InterActive Legal

930 South Harbor City Blvd, Ste 505
Melbourne, FL 32901