Sentences with phrase «many estate planning issues»

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.

«If you plan to sell or pass down real estate to the next generation you may be subject to a host of tax and estate planning issues that could not only cost you or your heirs a lot of cash, but could even force the sale of the property,» warns Golombek.

Visit http://federalretirement.net often to learn more about retirement options, benefits, and estate planning issues and I suggest signing up to receive my FREE monthly benefits newsletter.

Keep in mind, however, that if you have a complex financial life that includes stock options, sophisticated tax planning, or estate planning issues, or if you value the ability to interact with a human advisor, a digital advisor may not be able to provide the personalized financial planning help you need.

These are discussed in the chapter that covers estate planning issues.

Seeking advice on complex estate planning issues to pass along your bazillion dollar estate to your heirs and favored charities in the most tax - efficient manner

To find an estate planning lawyer near you, or learn more about estate planning issues visit RocketLawyer.com.

He has advised some of Canada's premier artists on estate planning issues including planning for post mortem administration of their artistic legacies.

Beatrice also specialises in cross-border estate planning issues with a particular focus on all issues arising from Roman Law and Common Law application.

This focus allows us to effectively address all types of matters, from straightforward Estate Planning issues to sophisticated wealth transfer techniques, tax planning strategies, Estate Litigation and any other issue surrounding our clients.

The dedicated professionals at Nearhood Law Offices, PLC, have the experience to provide sophisticated representation for real estate, business and estate planning issues throughout the State of Arizona, including Scottsdale, Phoenix, Tempe, Mesa, Gilbert, Chandler, Glendale, Peoria, Fountain Hills, Paradise Valley, Carefree and Cave Creek, and Maricopa County, Pinal County, Coconino County and Mohave County.

The team continues to act for inter-generational families and regularly advises high - net - worth individuals on complex estate planning issues, wills, trusts, family investment companies and Court of Protection matters.

Unlike many law firms, our team includes private client, personal tax and property estate experts which means we can advise quickly and comprehensively on estate planning issues.

The fact that we handle estate planning makes us better transactional lawyers because we can identify and address estate planning issues in your documents.

He helps clients with personal tax and estate planning issues, trust and estate administration, and corporate fiduciary counseling.

My law firm, Jeffrey P. White and Associates, P.C., handles a breadth of legal transactions and litigation issues, but a large portion of my clients specifically need counsel in bankruptcy and estate planning issues.

Whatever your situation, call attorney Robert Dunne at 212-551-1750 today to help you resolve your estate planning issues.

Using our estate planning checklist that sets forth key estate planning issues, you'll be able to think through the most important legal questions about estate planning in advance of your meeting with your lawyer.

Tax attorneys, accountants, and certified financial planners can also help with estate planning issues.

Although whole life insurance premiums are generally more expensive than those for a term life insurance policy, if you have combined insurance needs that include your mortgage and other estate planning issues, the lifetime protection aspect of a whole life product can lend itself to meeting both your short - and long - term needs.

• Managed a client portfolio of six commercial entities, three trusts accounts (served as principle trustee for two, co-trustee for another), and eight private citizens looking for assistance with tax payments and estate planning issues.

Couples whose marriages will now be recognized in all states should give some thought to these estate planning issues implicated by the ruling:

Business Valuation: Discovery, What We Learn When We Value a Business and Unusual Items and Affecting Value, Michael R. McLaughlin, CFA, ASA, CVA & Nannette Watts, CPA, ABV, CFF Creating Liquidity Solutions with Illiquid Real Estate Assets, Andrew Samalin, CFP, EA, CDFA Understanding Trusts and Other Estate Planning Issues Before, During and After...

As it relates to asset protection strategies, think of the work you do with a legal adviser who, upon considering factors such as net worth, estate planning issues and taxation will offer advice regarding entity and ownership issues.

Not exact matches

For instance, if you're seeking help with a broad range of financial issues, ranging from how to invest or fine - tune your tax planning to choosing the right amount of life or disability insurance or ensuring that your estate plan matches your desires, I would say that your best bet is to find a certified financial planner.

In some cases, Laboe says, that assistance should come from a trusted advisor, whose job it is to create financial plans that address complicated issues like taxes, estate planning and income distributions during retirement.

Also include in your estate planning a financial power of attorney, health power of attorney and advance medical directive, so you know that someone you've designated will have a say in what happens (or you'll have left directions) in case a debilitating issue prevents you from making decisions for yourself.

Deciding whether to convert to a Roth IRA hinges on issues like your tax rate now versus later, the tax bill you'll have to pay to convert, and your future plans for your estate.

The ATA credential identifies preparers who handle sophisticated tax planning issues, including planning for owners of closely held businesses, planning for the highly compensated, choosing qualified retirement plans and performing estate tax planning.

Marianne works with the Board on strategic issues and with individuals and family groups to facilitate financial and estate planning.

PwC's report suggests that high net worth investors are increasingly relying on financial professionals to offer advice on issues like estate planning, taxation, insurance, healthcare and even basics like spending and budgeting.

Brookfield plans to create a new real estate investment trust under the ticker «BPR,» which will qualify as a REIT for tax purposes and issue shares in this transaction.

Estate taxes may now be an issue and you may want to explore various estate planning strategies to reduce your taxes or minimize the impact of those Estate taxes may now be an issue and you may want to explore various estate planning strategies to reduce your taxes or minimize the impact of those estate planning strategies to reduce your taxes or minimize the impact of those taxes.

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.

If an investor's situation involves complex financial planning issues that extend beyond allocating investments and related services, they might be better served with a more traditional advisor who provides advice in areas such as estate planning.

Marnix has more than 30 years of experience in the field of tax, and specializes in issues relating to ultra-high net worth individuals (UHNWIs) with a business connection; (corporate) income tax; capital gains tax; wealth tax and estate tax planning — domestically and cross-border.

She served as a panelist at the 2010 Southern California Tax and Estate Planning Forum in a discussion involving multijurisdictional issues in estate planning and has authored publications for The Los Angeles Daily Journal and The RecEstate Planning Forum in a discussion involving multijurisdictional issues in estate planning and has authored publications for The Los Angeles Daily Journal and The RPlanning Forum in a discussion involving multijurisdictional issues in estate planning and has authored publications for The Los Angeles Daily Journal and The Recestate planning and has authored publications for The Los Angeles Daily Journal and The Rplanning and has authored publications for The Los Angeles Daily Journal and The Recorder.

ALBANY — Members of the state Senate said they plan to vote Tuesday evening on the «entirety» of the state budget, even though some issues about taxes and real estate subsidies have still not been resolved.

«There are so many state laws and policies that involve real estate,» including regulations for subdivision planning and labor and safety issues, Barber said.

She is an outspoken liberal who generally aligns herself with tenants on real estate issues and clashed with Somerset Partners and the Chetrit Group over a controversial party they threw in the South Bronx at the site of their planned waterfront project.

► Also in this week's issue is a Q and A with «European research commissioner Carlos Moedas, a smiling, mild - mannered polyglot with experience in engineering, real estate, and investment banking, to discuss his plans for science in the European Union.

Staten Island, NY About Blog The attorneys at our firm provide high quality legal representation in a wide range of practice areas, including Real Estate, Bankruptcy, Business and Commercial Law, Wills and Estates, Medicaid Planning, Mortgage Modification, Immigration, Nursing Home Patient Care Issues, Landlord & Tenant, Mediation, Commercial Litigation, and Divorce Law.

Chicago land About Blog Generation Law is an Illinois - based firm focusing on estate planning and elder law issues.

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The right planner can be a huge help if you're dealing with complicated tax issues or estate planning problems or insurance questions.

Set in motion your financial plan with your estate plan relative to the personal decisions you have made dealing with aging issues and quality of life.

Deciding whether to convert to a Roth IRA hinges on issues like your tax rate now versus later, the tax bill you'll have to pay to convert, and your future plans for your estate.

An expert with over 20 years in the Financial Services industry, Wes brings a background in Financial Investments, Insurance, Estate Planning & tax processes plus Debt Relief with a unique perspective and understanding of financial issues.

But as even he has discovered, many of these investors may still need some help or guidance in choosing ETFs, settling on an appropriate asset allocation, rebalancing or even with financial issues that go well beyond managing investment portfolios — more holistic challenges like tax - efficient withdrawal strategies, insurance and estate planning, debt management and the like.

Sheryl Troup, a director of tax and estate planning at the Investors Group in Winnipeg, says there are many reasons why Canadians file their taxes late, ranging from being too busy, dealing with personal or professional issues or just forgetting or not caring about the deadline.