Sentences with phrase «based estate planner»

«When the child reaches the age of majority, it's the beneficiary's own income that is applicable,» says Fred Ryall, a Toronto - based estate planner.

Not exact matches

Before you start splitting time between two or more states, consider which you want to be your primary place of residence, or domicile, said attorney John J. Scroggin, an accredited estate planner and partner with Roswell, Georgia - based law firm Scroggin & Co..

Taxpayers who itemize deductions on Schedule A are also eligible to deduct real estate taxes paid on a primary residence, said Laurie Samay, a New York - based certified financial planner with Palisades Hudson Financial Group.

Yes, we will work with your fee - based financial planner or wealth advisor to get you the best life insurance policy for your wealth management plan, estate plan, or retirement plan.

«When the egg nog and mistletoe have worn off,» says Gary Garland, an accredited estate planner with New York - based Integrated Wealth Solutions, «the debts you incur will last far longer than the fragrances of the holiday.»

Vancouver About Blog Michael Geller is a Vancouver based architect, planner, real estate consultant and property developer with four decades» experience in the public, private and institutional sectors.

Where a lawyer can help you fight for your fair share of the marital estate (think of this like a pie to be divided), a financial planner can advise you which pieces of property (slices of the pie) will be most beneficial for you to come away with, based on your short and long term goals.

For licensed real estate agents, financial planners and mortgage professionals, Homazooma says it represents the opportunity to connect with — and impress — potential clients in a neutral, permission - based context.

«In a profession like real estate, you can't predict or control the market, and your income can be all over the board, so divorce can be more burdensome than it is for others,» says Jim Hallett, a certified financial planner based in Port Angeles, Wash..

Roger Ma, a New York - based certified financial planner and founder of the financial planning firm lifelaidout, said most real estate agents are not personal finance experts.