Not exact matches
These
conversations can be combined with tax
planning, investment
planning, and
estate planning to produce a
plan for your stock options in retirement.
Conversations like these provide a low - pressure context in which to discuss
estate planning.
Here are 6 tips to start the
conversation around
estate planning with your loved ones.
Our worksheet can provide a simple and easy
Estate Planning Checklist to help get the
conversation started.
To start the
conversation around
estate planning, it's important to make sure that everyone involved knows your intentions.
Words like guardianship, wills, budgets, and insurance are taboo along with finance and
estate planning and are sure to kill any
conversation.
When you have this
conversation, it is a good time to pull out your
Estate Planning documents (will, trust and health care directives) to make sure that those are kept up to date during this process.
«Those
planning to buy a home this spring should look into getting pre-approved for a mortgage now and start having those serious
conversations with their real
estate agent on what they're looking for in a home and where they want to buy,» she said.
When the
conversation circles back to real
estate, ask if they know anyone who is
planning to buy or sell now or in the near future.
«Those
planning to buy a home this spring should look into getting pre-approved for a mortgage now and start having those serious
conversations with their real
estate agent on what they're looking for in a home and where they want to buy,» says Mendenhall.
Watch the Placester team's
conversation with KW's Barbara Woyak to learn about her real
estate content marketing
plan.
It's hard to guess what sellers are
planning on retaining from their home, so real
estate professionals must have upfront
conversations with sellers about what stays with the house.
It's also a great way to start up a new
conversation about their
plans to buy or sell more real
estate and / or ask you any real
estate related questions they may have.
Ontario's Fair Housing
Plan, and its potential impacts on real
estate markets not only in the GTA but across Canada, has been dominating the
conversations of real
estate and construction industry members.
The Intra-Family Generational Finance study showed that 64 percent of parents and their adult children differ as to when detailed
conversations on key financial topics, including retirement preparedness, elder care and
estate planning, should take place.
ERA's Senior Vice President of Operations and Strategic Initiatives Melody Bohrer provided insights to how ERA Real
Estate started the real estate succession planning conversation more than four years ago and how the brand's efforts and findings have culminated into a robust program titled Plan, Prepare, Pros
Estate started the real
estate succession planning conversation more than four years ago and how the brand's efforts and findings have culminated into a robust program titled Plan, Prepare, Pros
estate succession
planning conversation more than four years ago and how the brand's efforts and findings have culminated into a robust program titled
Plan, Prepare, ProsperTM.