Sentences with phrase «as estate tax planning»

The death benefit is important when it comes to any number of concerns such as estate tax planning, business continuity succession planning or family business succession.

Not exact matches

In addition to portfolio management, does your advisor also offer services such as wealth planning, insurance services, tax planning, estate planning and risk management?

He also suggested asking references about the services they have received in the past, such as investment management, retirement planning, estate planning, tax planning, etc..

Robo - advisors use the same software as traditional advisors, but usually only offer portfolio management and do not get involved in more personal aspects of wealth management, such as taxes and retirement or estate planning.

«Most [purchasers] are returning to Vancouver as the market is hot even with the foreign buyer tax,» according to Parham Mahboubi, vice-president of planning and marketing at Qualex - Landmark, a real estate development group in Vancouver.

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 event Mr. Block's employment terminates due to his death or disability (as defined in his offer letter), he or his estate will be entitled to receive the following payments and benefits (less applicable tax withholdings), in addition to any other compensation and benefits to which he (or his estate) may be entitled under applicable plans, programs and agreements of the Company:

Robo - advisors use the same software as traditional advisors based on Modern Portfolio Theory, but usually only offer portfolio management and do not get involved in more personal aspects of wealth management, such as taxes and retirement or estate planning.

This discussion also does not consider any specific facts or circumstances that may be relevant to holders subject to special rules under the U.S. federal income tax laws, including, without limitation, certain former citizens or long - term residents of the United States, partnerships or other pass - through entities, real estate investment trusts, regulated investment companies, «controlled foreign corporations,» «passive foreign investment companies,» corporations that accumulate earnings to avoid U.S. federal income tax, banks, financial institutions, investment funds, insurance companies, brokers, dealers or traders in securities, commodities or currencies, tax - exempt organizations, tax - qualified retirement plans, persons subject to the alternative minimum tax, persons that own, or have owned, actually or constructively, more than 5 % of our common stock and persons holding our common stock as part of a hedging or conversion transaction or straddle, or a constructive sale, or other risk reduction strategy.

I plan to give as much as possible away above the estate tax limit.

Having an updated business valuation is a great asset if ever approached by buyers, brokers, or DSOs, as well as for family, tax, succession and estate planning purposes.

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.

This policy is more often used in estate planning as it can help heirs to pay inheritance taxes or any debts that would be passed to them.

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.

The tax information and estate planning information contained herein is general in nature, is provided for informational purposes only, and should not be construed as legal or tax advice.

to claim a lower 25 percent income tax rate, as well as to speed up their planned repeal of the estate tax, in a bid to promote economic growth.

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.

The group also wants the bill's authors to make it easier for businesses to claim a lower 25 percent income tax rate, as well as to speed up their planned repeal of the estate tax, in a bid to promote economic growth.

Further to acting as President, Joe is also the Pure Financial's advanced planner with extensive experience in estate planning, advance tax planning, portfolio analysis and investment management.

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.

Additionally, de Blasio's negotiated plan with the real estate industry to renew a critical tax break for developers known as 421 - a had been shot down just weeks earlier by Cuomo, who claimed the mayor's proposal had «generated problems.»

But her plan is especially susceptible since it prominently features a tax subsidy twice proposed and rejected by the Bloomberg administration as unacceptably generous to the real estate industry, according to the New York Times.

The mayor's plans, backed by the Real Estate Board of New York, propose an end to 421a breaks for condo projects as well as a required inclusionary policy for affordable units to be built in buildings receiving the tax breaks.

Yet, as noted above, lower minimums for withdrawal rates come «with the danger that more capital is left in RRIFs so that when the holder passes away, their estate will have a big tax bill,» notes Doug Carroll, vice president of tax and estate planning at Invesco Canada.

Further, an advisor should know enough about estate planning to make your financial portfolio as tax efficient as possible so more of your assets go to loved ones and organizations you believe in.

InnoVision is a full - featured, flexible universal life insurance contract you can customize to fit your current and future priorities, as well as your tax, wealth accumulation and estate planning goals.

In some situations, establishing a trust as part of an estate plan can help counter state estate tax implications.

As an estate planning matter, non-qualified annuities lack rollover options AND, although they may offer some survivorship benefits, generally are characterized by unfavorable tax treatment for beneficiaries.

This policy is more often used in estate planning as it can help heirs to pay inheritance taxes or any debts that would be passed to them.

Even if an ILIT isn't being used as part of the estate plan, perhaps because there are no children or grandchildren, second to die life insurance is a good way to handle the burden of federal estate taxes.

As part of a comprehensive estate plan, you might consider a permanent life policy with a death benefit designed to offset all or part of your final expenses, including the final tax bill.

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.

Jason Heath, a fee - only financial planner with Objective Financial Partners, says robo - advisors are a great choice for young investors who only require portfolio management for a specific savings goal and don't need to get into the more personal aspects of wealth management such as taxes and retirement or estate planning.

You can spare your heirs by transferring the cottage to a trust before it appreciates in value â $» ideally, as soon as you purchase it, says Jamie Golombek, vice-president of tax and estate planning with AIM Trimark Investments in Toronto.

Because building a good long - term portfolio is just part of the job — the other part, as I've said, includes bringing together experts in insurance, income tax, estate planning and retirement so the complete financial picture is visible and these individual experts can bring their expertise to help grow and protect your money in all stages of your life.

Bank - owned investment counsel services are often part of an overall «wealth management» division and may include access to experts in financial planning, taxes, estate planning as well as investments.

Do they offer extra services like tax and estate planning, versus just retail solutions you can get anywhere (such as mutual funds, segregated funds, and ETFs)?

This is normally done as part of a broader estate planning strategy which intends to supply their heirs with cash to pay off estate taxes.

Most people claim their accountant's fees or software costs, but tax law also often allows deductions for estate planning with a tax focus, such as a will or living trust.

The death benefit to be received by the trust beneficiaries may be used to cover estate taxes OR PROVIDE FUNDS for business continuity succession planning AS A KEY PART OF family business succession planning.

However, for long term estate tax planning for liquidity, a guaranteed universal life policy should be considered as minimum protection due to the rising cost of term insurance over a lifetime.

-- I am a little late to the story, but I was shocked to learn that a few of the Facebook founders used an estate planning technique known as a Grantor Retained Annuity Trust (GRAT) to help their future heirs save on estate taxes.

For people with complex estate plans, or who have maxed out certain tax - advantaged accounts, whole life insurance may be a good option as part of a larger diversified portfolio.

A stand alone special needs trust can also be advantageous if the trustmaker has a large estate requiring federal estate tax planning because assets can be «gifted» to the special needs trust in the same manner as often used for an irrevocable life insurance trust.

TFSAs «can be very useful estate planning tools,» says Matthew Williams, SVP, Head of Defined Contribution and Retirement at Franklin Templeton Investments Corp. «Seniors can take an increased withdrawal out of their RRIF, pay tax on it and as a consequence redirect that to their TFSAs, which will be left to their heirs tax free.»

If you find a good one, that provides you with investment, tax, retirement and estate planning, regularly updates the plan and makes the necessary corrections as life happens, you could argue that paying their fee is not entirely unreasonable.

«Planning» refers to a careful consideration of estate planning, financial planning and tax planning as part of making tPlanning» refers to a careful consideration of estate planning, financial planning and tax planning as part of making tplanning, financial planning and tax planning as part of making tplanning and tax planning as part of making tplanning as part of making the gift.

Another aspect of spousal planning is federal estate tax planning; however, its separated here because a living trust can also be a kind of «conductor» for assets as needed to minimize estate taxes for unmarried people.

Life insurance for estate planning is often used as a means to soften the blow of federal estate taxes.

Staying aware of tax laws, such as the current federal estate tax exemption limit, are vital to any proper estate and asset protection plan.