Sentences with phrase «many estate planning clients»

Mr. Barulich's law practice focuses on estate planning clients with high net worth, business owners, and people with significant financial interests in high -...

Personal injury clients, for example, are looking for something very different than what might attract a wealthy estate planning client.

My estate planning clients range from the very modest to the very wealthy.

These areas of the law require a clear understanding of a client's needs and goals, which is why our estate planning clients work extensively with an experienced attorney.

Ensure you have some helpful information for estate planning clients on your website.

Many estate planning clients own small businesses.

The firm works with couples and families facing divorce in Orange County (#abetterdivorce), and estate planning clients throughout the state of California.

Collaborative attorney provides no court solutions for family law, civil and estate planning clients.

Not exact matches

Prior to launching YGC, Dorsainvil advised clients across generations in the areas of retirement planning, estate planning, education planning and strategic tax planning.

If you want to strengthen your client relationships and add to your value, be sure to discuss estate planning with clients.

Prior to that, she was an attorney at various law firms, advising and counseling high and ultra-high net worth clients on tax, business and estate planning.

The tax differences between Roth IRAs and their traditional counterparts can also make them an attractive estate planning tool, which is why Ryan Payne of Payne Capital Management in New York advises clients to do a Roth conversion if they want the money to go to their heirs.

The first thing to emphasize with clients, said Roger Ma, certified financial planner and founder of financial planning firm lifelaidout, is not only their new home state's income taxes — if there are, indeed, any — but all its other taxes, such as property taxes, sales taxes, inheritance and estate taxes.

In the right client situation, BMO SmartFolio allows brokers to spend less time on administration and reviewing client accounts, and more time on value - added activities like financial planning and estate planning, says Silvio Stroescu, head of digital investing at BMO Financial Group.

Fox Rothschild's Taxation & Wealth Planning attorneys not only provide clients with sophisticated estate planning advice to help preserve wealth, but we also assist trustees and executors with the administration of trusts and decedent's estates, helping them navigate the often complicated system of intestacy laws and providing advice regarding fiduciary responsibPlanning attorneys not only provide clients with sophisticated estate planning advice to help preserve wealth, but we also assist trustees and executors with the administration of trusts and decedent's estates, helping them navigate the often complicated system of intestacy laws and providing advice regarding fiduciary responsibplanning advice to help preserve wealth, but we also assist trustees and executors with the administration of trusts and decedent's estates, helping them navigate the often complicated system of intestacy laws and providing advice regarding fiduciary responsibilities.

We are proud to receive these honours, which reflect our unwavering commitment to deliver a consistent, superior client experience that incorporates investment management, estates and trusts, insurance, wealth planning, business owner planning and private banking.»

Winterberg says advisors have to offer an equivalent robo - advisor service but also make clear that they do much more than just «turnkey asset management and stock selection... This week of all weeks they should be saying that to clients, how they create financial plans and go beyond just investments but talk about cash flow, taxes, estate plans and college planning.

Loopstra Nixon is a full - service Canadian business and public law firm dedicated to serving clients involved in business and finance, litigation and dispute resolution, municipal, land use planning and development, and commercial real estate.

Additionally, Ms. Johnson partnered with estate attorneys, accountants and stock plan specialists to deliver holistic guidance around clients» executive compensation, generational wealth transfer needs and charitable giving goals.

We are investment counselors and estate planning experts who help clients preserve, grow and transfer their wealth.

Jones & Roth offers its clients a unique, in - house Oregon Estate and Trust Services Team that can provide accounting, tax planning, financial planning, investment advice and insurance analysis all under one roof.

It's critical for financial planners and investment advisors to work closely with their clients» estate planning experts, because they're able to spot problems early, while there is still time to fix them.

To help advisors and their clients make the most of these assets, we identified seven frequent and costly mistakes that they can make when performing estate planning for retirement assets and how to avoid them, including:

Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning and other legal matters.

A persistent financial advisor can be a client's best friend when it comes to estate planning.

She specialises in advising private clients and financial institutions on onshore UK and offshore tax, trusts and estate planning, with particular emphasis on planning for UK resident non-domiciliaries.

With growing numbers of clients with substantial portions of their assets in qualified retirement plans, it is more important than ever to understand how these unique accounts can affect their estate plans.

With the recognition that estate planning is a cooperative task, the Council started as, and continues to be, a carefully selected group of qualified specialists in their own fields who have the necessary knowledge and experience to accomplish the broad goal of estate planning for the best interest of the client and his or her beneficiaries.

Mark's primary areas of expertise include: assisting clients with substantial private businesses manage the growth from a financial and strategic perspective advising high net worth clients on succession and estate planning issues helping clients achieve the optimal value for their business upon disposal on an after tax basis analysis of business performance assisting clients with debt raising issues structuring client's affairs for maximum tax benefits.

For five years, he served as vice president, managing director of the Wealth Management Consulting area, which provided tax and estate - planning support to advisors and their affluent clients.

He is also a Partner at HPM Partners where, with his 32 partners and 50 associates in six offices, he works with owners of businesses on their growth strategies, M&A, financing, liquidity, wealth management, cross - border / multi-national issues, estate planning and tax strategies; and for his multi-generational and family clients, he brings several lifetimes of dealing with family dynamics, trusts, business - ownership, family charters and youth education as a member of two large, historic business families.

A continued practice of listening to the clients, defining their needs and wants, and constructing customized, flexible wealth management solutions that adapt with the client's evolving goals, including tax and estate planning.

His advice to life insurance advisors who are talking with clients about gifting strategies during this two - year period is to «keep in mind that making big gifts is a long - term proposition for clients,» as is estate planning.

Although temporary, the estate tax would be a boon to insurance professionals who have been trying to help clients with tax planning without any clarity on the future tax structure.

Managing more than $ 2 billion in assets and serving 900 clients throughout the country, CCM brings together in one place the key disciplines of investment, estate, tax, retirement, risk management and philanthropic planning to provide fully integrated wealth management.

We are qualified to assist our clients when they are in need of qualified legal advice or representation, in such legal matters concerning contracts, business formation, litigation, intellectual property including (trademarks and copyrights), real estate, taxes, estate planning, asset protection, and if the need should arise, reorganization in bankruptcy.

Rosenstein & Associates provides legal services to its clients in all business related matters, including: business formations; business & corporate litigation; transactional matters (contractual matters); wills, trusts and estate planning; assistance with filing for copyrights and trademarks; real estate transactions; asset protection; assistance with tax audits and litigation, asset protection and if necessary, reorganization of a business including providing for protection by filing of a business Bankruptcy.

We are also able to help not only our business clients, but the entire community with their estate planning, including wills and trusts.

She also counsels many of her clients on the various types of trusts such as the marital deduction trust, special needs trusts, Q - TIP trusts, and charitable remainder trusts and helps her clients coordinate their trusts with their overall estate planning needs.

Bakersfield, CA About Blog KernCounty's premier Litigation, Real Estate, Business, Estate Planning and Oil & Gas law firm representing clients throughout Bakersfield and the CentralValley.

Bakersfield, CA About Blog KernCounty's premier Litigation, Real Estate, Business, Estate Planning and Oil & Gas law firm representing clients throughout Bakersfield and the CentralValley.

About Blog Our mission at WealthCo Financial Advisory Services Inc. is simply to provide personalized investment and estate planning advice that minimizes our clients» financial concerns and maximizes their security.

Sugar Land, TX About Blog A Houston Medicaid attorney from The Stone Law Firm can help clients with elder law, Medicaid planning, and estate planning matters.

Almost all clients view variable universal life as similar to whole life and universal life, buying these policies for family protection or associated with estate planning.

Another Murrells Inlet client that was in the early stages of planning for bankruptcy was pleased to learn that his large retirement plans are safe from creditors, even as they make plans to give up many of their real estate investments gone bad and get ready to be free of millions of dollars of real estate debt.

I can't tell you how many new clients I have met with who haven't had an estate plan in place.

Utilizing wills, trusts, life insurance, gifts, and tax exclusions, our clients» estate plans are tailored to their goals and values.

Indeed, a comprehensive financial or wealth advisor should be able to assist a client in everything from choosing the right auto insurance deductible and determining the deductibility of auto expenses to career and estate planning.

He offers his clients a full range of financial and estate planning services such as fee - based planning, investment advisory and management, wealth management, asset protection planning, and debt reduction and management.

Ensure their estate planning documents are up - to - date, and clarify which estate planning documents (wills, trusts, power of attorneys, etc.) would be beneficial for the client to have