Sentences with phrase «careful asset planning»

Although, if you have a large enough estate, you may have to do some careful asset planning to avoid getting hit with the estate tax or your state's inheritance tax.

Not exact matches

We've forgotten our heritage and the team we once were, it took ywars of careful planning for arsebe to out us here its like a company going into administration and slowly being stripped of its assets: — LRB - shoot, shoot shoot!!!!

LINCOLN, MA — A national professional organization that promotes «careful stewardship, wise planning, and artful design of our cultural and natural environments» has honored Stuart Weinreb, Mass Audubon's Director of Capital Assets and Pplanning, and artful design of our cultural and natural environments» has honored Stuart Weinreb, Mass Audubon's Director of Capital Assets and PlanningPlanning.

However, with the ongoing shift from the defined - benefit to defined - contribution plans, careful (and individualized) planning of retirement asset allocation in employer - sponsored plans and IRAs as well as other personal investments is evermore important.

Therefore, if you have a large estate and live in a state with an inheritance tax, careful asset protection planning is recommended.

While some people have misread the law as excluding all distributions from qualified education benefits from the FAFSA, a careful read of the statutory language indicates that it excludes only distributions from college savings plans that are reported as assets on the FAFSA.

Once you move into the payout phase, making your assets last as long as they're needed requires careful planning.

Scenario II: With careful tax planning, there may be potential for a 50 % reduction in $ 83 M US deferred tax liability re wind assets — no clarity re NPV.

With careful tax planning, there may be potential for utilisation or monetisation of an assumed 50 % of these assets — no clarity re NPV.

Having a financial plan which includes careful budgeting and asset allocation can help avoid any risk and uncertainties,» said Sameh Elrefaei, Head of Personal Lending, BMO Bank of Montreal.

While, non-exempt assets are not protected assets under bankruptcy law and can be sold to pay down your debt, careful bankruptcy planning with an experienced Massachusetts bankruptcy lawyer can usually result in all of your assets being exempt.

Protecting IP assets often requires careful planning and oversight.

Careful asset protection planning is prudent for those with large estates.

If you have a large estate, careful asset protection planning is necessary.

Therefore, if you have a large estate and live in a state with an inheritance tax, careful asset protection planning is recommended.

And as to financial considerations, will decisions on division of community assets and support be the result of a careful plan, worked out with a divorce financial professional, advising both spouses, or of horse - trading between adversary lawyers on the eve of trial?

A skilled mediator can help you preserve more of your assets through amicable negotiations and careful planning.

Learn why you should plan ahead and be very careful with your language to avoid losing your inherited assets to the IRS.