Sentences with phrase «clients about estate planning»

When speaking to clients about estate planning and their wills, I have found that most people come to meetings having given considerable thought as to how and to whom they would like their assets distributed.

Not exact matches

Winterberg says advisors have to offer an equivalent robo - advisor service but also make clear that they do much more than just «turnkey asset management and stock selection... This week of all weeks they should be saying that to clients, how they create financial plans and go beyond just investments but talk about cash flow, taxes, estate plans and college planning.

His advice to life insurance advisors who are talking with clients about gifting strategies during this two - year period is to «keep in mind that making big gifts is a long - term proposition for clients,» as is estate planning.

Bakersfield, CA About Blog KernCounty's premier Litigation, Real Estate, Business, Estate Planning and Oil & Gas law firm representing clients throughout Bakersfield and the CentralValley.

Bakersfield, CA About Blog KernCounty's premier Litigation, Real Estate, Business, Estate Planning and Oil & Gas law firm representing clients throughout Bakersfield and the CentralValley.

About Blog Our mission at WealthCo Financial Advisory Services Inc. is simply to provide personalized investment and estate planning advice that minimizes our clients» financial concerns and maximizes their security.

Sugar Land, TX About Blog A Houston Medicaid attorney from The Stone Law Firm can help clients with elder law, Medicaid planning, and estate planning matters.

WHILE TALKING RECENTLY to an estate - planning client about investments costs, she showed me a letter from her financial advisor stating that he charges her 1 % of assets a year.

Bakersfield, CA About Blog KernCounty's premier Litigation, Real Estate, Business, Estate Planning and Oil & Gas law firm representing clients throughout Bakersfield and the CentralValley.

About Blog Our mission at WealthCo Financial Advisory Services Inc. is simply to provide personalized investment and estate planning advice that minimizes our clients» financial concerns and maximizes their security.

We are talking to a few of our clients about offering estate - planning vouchers they can pass on as gifts to adult children, friends, parents, employees, etc..

About St. John, Bowling, Lawrence & Quagliana, LLP St. John, Bowling, Lawrence & Quagliana, LLP, representing RRHA in this case, is a litigation firm that has past experience in 42 U.S.C. § 1983 public housing litigation and represents clients in Virginia state and federal courts in matters including civil rights law, business law, eminent domain, criminal defense, college and university disciplinary proceedings, government representation, estate planning and real estate matters.

It just felt more and more like it didn't reflect who we were now, so last year, we were thinking about possibly... We knew we needed to expand and do some more estate planning type stuff, and family law stuff, because our clients were really asking for it.

It also provides access to a self - serve video library with lots of useful content where clients can learn about various legal issues related to estate planning and tax law.

Clients would use it to provide the lawyer with information about themselves and their estate - planning needs, as well as to store important documents and digital assets and to designate and communicate with proxies.

Participating students gain a genuine appreciation of how an estate plan can reduce and even prevent family squabbles about property distribution and who will serve as guardians for the client's minor children.

When drafting a will or other estate plan, provide the client with information about what the executor needs to do and what steps to take at the time of the client's passing to ensure that their wishes are carried out.

Bakersfield, CA About Blog KernCounty's premier Litigation, Real Estate, Business, Estate Planning and Oil & Gas law firm representing clients throughout Bakersfield and the CentralValley.

Sugar Land, TX About Blog A Houston Medicaid attorney from The Stone Law Firm can help clients with elder law, Medicaid planning, and estate planning matters.

London, England About Blog Oracle Financial Planner offers clients advice on all aspects of financial planning, including mortgages, insurance, wills, inheritance tax and estate.

Tennessee About Blog The Higgins Law Firm help clients throughout Tennessee with probate and estate planning legal needs.

New Jersey, USA About Blog Financial Advisor provides readers with sophisticated estate planning and investment strategies to help them better invest for their affluent clients.

About Blog The Elliott Frazier Law Firm is dedicated to providing our clients with excellent representation in the areas of Family Law, Residential Real Estate, Commercial Real Estate Closings, Wills and Estate Planning, Conservator / Guardian Actions, General Civil Litigation, Construction Law and Litigation, Corporate and Business Law, Foreclosure Defense, and Personal Injury.

Wausau, Wisconsin About Blog Krautkramer & Block LLC Law Firm in Wausau, Wisconsin represents clients in bankruptcy, foreclosures, garnishments, tax, estate planning, and business law Frequency about 1 post per mAbout Blog Krautkramer & Block LLC Law Firm in Wausau, Wisconsin represents clients in bankruptcy, foreclosures, garnishments, tax, estate planning, and business law Frequency about 1 post per mabout 1 post per month.

About Blog Our mission at WealthCo Financial Advisory Services Inc. is simply to provide personalized investment and estate planning advice that minimizes our clients» financial concerns and maximizes their security.

Seeing as I am about to venture into the business of consulting / advocating in the realm of all things real estate selling / buying - related whilst being unlicensed as a real estate salesperson, I will answer your question and reveal what my plans are vis a vis offering my services up for potential clients.

«Everyone is very cautious about investing too early in the cycle; most of my institutional and high net worth clients are planning to launch their investing in 2010,» says Scott Sweeney, CCIM, CPM ®, executive vice president of Falcon Real Estate Investment Co. in San Diego.

Our real estate consultants help clients make the best decisions about real estate investment, repositioning, planning, and development.