Sentences with phrase «certified estate planners»

Life settlements are financial transactions best handled by professional advisors such as CPAs, attorneys, certified financial planners or certified estate planners.

An attorney or financial planner who specializes in estate planning, or a certified estate planner licensed in your state, will know the laws for properly setting up and maintaining your accounts.

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.

«If the deceased had bad credit card debt or is upside down on a loan, the entire IRA could be used up,» said certified financial planner and estate lawyer Austin Frye, founder and president of Frye Financial Center.

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.

«Unlike stocks, bonds or real estate, bitcoins, for example, do not generate income or pay dividends,» explains Certified Financial Planner Taylor Schulte of Define Financial.

Our CERTIFIED FINANCIAL PLANNER ™ practitioner and experienced, caring professionals work with you through your life changing concerns with expertise in retirement planning, investment management, insurance planning, tax planning, and estate planning.

«Unlike stocks, bonds or real estate, bitcoins do not generate income or pay dividends,» explains Certified Financial Planner Taylor Schulte of Define Financial.

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.

She is a Chartered Financial Consultant (ChFC), a Certified Divorce Financial Analyst (CDFA), an Accredited Estate Planner and a Chartered Life Underwriter.

Usually estate and trust services involve a team of professionals: Certified Public Accountant (CPA), an attorney, a financial planner or investment advisor, insurance agent and bank trust officer.

Dr. Stanley served as a top - rated main platform speaker for The American Bankers Association, Society of Certified Public Accountants, the Securities Industry Association, The International Association of Financial Planners, The Association of Estate Planners, and the Million Dollar Round Table.

In addition to being considered the attorney of choice for credit matters at companies such as Platinum Capital, Washington Mutual, Merrill Lynch and numerous law firms, Edward is certified by the State Bar of California and the California Department of Real Estate to provide continuing education and regularly conducts credit seminars around the country for lawyers, accountants, mortgage brokers, financial planners and real estate professiEstate to provide continuing education and regularly conducts credit seminars around the country for lawyers, accountants, mortgage brokers, financial planners and real estate professiestate professionals.

I am a Certified Financial Planner and I blog about Investing in private equity funds and real estate.

Her professional designations include ICD.D, Certified Financial Planner (CFP), Chartered Life Underwriter (CLU), and Tax and Estate Practitioner (TEP).

Eric is a CERTIFIED FINANCIAL PLANNER ™, Accredited Estate Planner ® and a Chartered Life UnderwrPLANNER ™, Accredited Estate Planner ® and a Chartered Life UnderwrPlanner ® and a Chartered Life Underwriter ®.

Heather Franklin, a certified financial planner in Toronto, also notes that since a lot of millennials aren't in the market for real estate, they really don't have an opinion on the foreign buyers tax at all.

Ayana Forward is a real estate investor who also holds the Certified Financial Planner (CFP ®) designation.

is a real estate investor who also holds the Certified Financial Planner (CFP ®) designation.

A certified financial planner (CFP) may address a range of planning needs, such as budgeting; saving for retirement and other goals; estate and tax planning; and allocating or managing investments.

We have compiled an extensive database of mortgage professionals from all aspects of the mortgage lending field including certified loan officers and national mortgage bankers, licensed mortgage brokers and advisory mortgage planners, underwriting analysts, closing agents, credit managers, jumbo mortgage experts, reverse mortgage advisors, home equity consultants, loan originators, real estate attorneys, government officials and other providers for our industry.

Our Certified Financial Planners (CFPs) offer unbiased financial advice to create a personalized financial plan that takes into consideration your current net worth, tax liabilities, asset allocation, and future retirement and estate objectives.

But seeing as this question is not just about real estate, I asked MoneySense contributor and Certified Financial Planner, Jason Heath, to weigh in.

He is a Board Certified Specialist in Estate Planning and Probate Law (North Carolina) and a Certified Financial Planner.

After trying unsuccessfully to start an estate planning practice, he became a certified financial planner.

He also is a CERTIFIED FINANCIAL PLANNER ® and provides financial planning, estate planning and advisory assistance through his relationship at Kelman - Lazarov.

Christine is a member of the Canadian Tax Foundation, has her Certified Financial Planner designation, is a Registered Retirement Consultant and is a Trust & Estate Practitioner, as certified by the Society of Trust and Estate Practitioners («STEPCertified Financial Planner designation, is a Registered Retirement Consultant and is a Trust & Estate Practitioner, as certified by the Society of Trust and Estate Practitioners («STEPcertified by the Society of Trust and Estate Practitioners («STEP»).

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

«Permanent policies are best suited as estate planning tools for the very wealthy who are facing estate tax situations, or for sophisticated charitable intentions,» says certified financial planner Andy Tilp, president of Trillium Valley Financial Planning near Portland, Oregon.

Tags for this Online Resume: Distribution, Estate planning, High Net Worth, Planning, Certified Financial Planner, CFP, Financial, Underwriter, Hub, Insurance, insurance, employee benefits, sales

Daryn is a Chartered Business Valuator (CBV), A Certified Financial Planner (CFP), a licensed Commercial Real Estate Appraiser and holds the designation of Canadian Investment Manager (CIM) through The Canadian Securities Institute.

Accountants Attorneys - all types Certified Divorce Financial Analysts Certified Financial Planners Child Specialists Child Representatives Collaborative Practitioners - all types College Fund Experts Couple Counselors Discernment Counselors Divorce Coaches Estate Planning Attorneys Family Law Attorneys Financial Planners Financial Neutrals Insurance Brokers Legal Aid Agencies Mediators - all types Mortgage Brokers Other Nonprofits Pension Fund Experts Professional Organizers Real Estate Agents Real Estate Attorneys Social Service Agencies Therapists

«Every agent should have a stable of experts — a financial planner, a certified public accountant, an attorney — not just for closings but for family, finance, and estate law specialties as well,» says Leigh Brown, ABR, CRS, broker - owner of RE / MAX Executive Realty in Charlotte, N.C. «You rely on these experts to guide your clients when you can't.»

«Self - employed real estate practitioners should have no interest in a Roth,» says Ric Edelman, a certified financial planner with Edelman Financial Center, Fairfax, Va., and the author of The Truth About Money (Georgetown University Press, October 1996).

«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..

Saul Klein, a San Diego certified financial planner and real estate broker, offers a few tips.

As a certified financial planner in the US as well as in Australia, I've been doing real estate for 30 - plus years.

He holds a real estate salesperson license as well as a designation as a Certified Financial Planner.

«A properly thought - out estate plan answers these and many other questions,» says Thomas Murphy, a certified financial planner in Dallas.

David Farmer is a professional engineer, a certified professional planner by the American Planning Association and a licensed real estate broker with over $ 70 million in transactions.

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.