Sentences with phrase «estate advisor who»

It has more than 100 real estate advisors who work with clients to buy and sell new and existing properties in the Lower Mainland.

Not exact matches

Consumers who use a financial advisor as their intermediary can avoid the most common estate - planning and last will and testament errors.

Empy - nesters whose children are self - sufficient or those with small estates who won't have to pay state or federal estate taxes, advisors say, are also less likely to need life insurance right away.

When in doubt, consult a qualified real estate professional who knows the local market, then work over the figures with a financial advisor.

In fact, they're probably for the minority — the real estate investor with decades of success, the independently wealthy angel investor or the ex — Wall Street financial advisor who knows the investing world inside and out.

If an investor's situation involves complex financial planning issues that extend beyond allocating investments and related services, they might be better served with a more traditional advisor who provides advice in areas such as estate 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.

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.

Keep in mind that when seeking advice on investments or even on how to structure real estate investments it's always good to connect with a licensed advisor who can help you consider all factors that may affect your decision.

Better Business Bureau http://www.bbb.org Use the Better Business Bureau to research your Financial Planners, Lawyers and other advisors who may be assisting you with Estate Planning.

If you are not sure how a real estate investment would fit into your portfolio, it is important to speak with an advisor who can assess your risk tolerance and recommend products that can help you meet your goals.

Because we know making the step to invest in a non-English - speaking country is a challenge, we take you through the process of acquiring real estate at Lake Atitlan, Guatemala all the way until you move into your new house.We work with bilingual attorneys, financial and tax advisors who specialize in real estate in Guatemala and Lake Atitlan.

Megan Fox Kelly is a professional art advisor who builds and manages collections for an international mix of individuals, museums, estates and foundations.

As part of a solid financial plan it's always a good idea to talk to a qualified financial advisor or life insurance professional who can help you determine the best life insurance plan to meet your retirement and estate planning needs.

But, we have a wonderful advisor, Glenn Terrell, who has helped our clients buy a combination of term and whole life policies suitable to their financial and estate planning needs.

Discuss your plans with an estate attorney / financial advisor who'd help settle your estate including distribution of your assets.

They also look to an array trusted contacts that are valued as wise, trusted sources of information, which can include: therapists, family counsellors, clergy, spiritual counsellors, financial advisors, real estate agents, family doctors, mentors, trusted colleagues, lawyers (who don't practice family law), and so on.

Those changes around client expectations are going to result in more innovation, better talent and, ultimately, a new organizing principle for firms that want to be the «advisor of choice» to organizations who are dealing with business issues that have real estate implications, adds Robinson.

Where REALTORS may use a survey like this to mislead consumers Realty Advisors tell the truth by using the experience of real estate professionals who have studied buyers and then tested their conclusions against how the brain itself functions.

They're also demanding a new type of «agent» — one who acts collaboratively and professionally and acts as a real estate advisor (a fiduciary!)

And the number of landlords who can provide current traffic counts has dropped dramatically, says Eileen F. Mitchell, executive vice president with RCS Real Estate Advisors, a New York City - based real estate advisoryEstate Advisors, a New York City - based real estate advisoryestate advisory firm.

With so many (too many) entering into the practice of becoming consumers» advisors in the real estate business, without the requisite practice; without the requisite background; without the requisite self - confidence; without the requisite detachment from the commission income mentality, it is no wonder that people such as: the dishwashers; servers; factory workers; truck / cab drivers; teachers; office workers; in general, the young and middle - aged unemployed who can't get a job anywhere else (high school drop - outs) etc. types of the world (none of whom are to be denigrated for their particular positions in the job market... except when they think that they are qualified to become Realtors after attending a few weeks of classes and memorizing answers to questions about which they have absolutely no hands - on experience with which to tie their memorized answers to), will willingly buy into paying someone else to professionally «augment» their individual «realities» on the internet.

The group's membership roster reads like a «Who's Who of Commercial Real Estate,» with senior executives representing most of the country's major owners, REITs, developers, pension funds and their advisors, life insurance companies, banks and large individual investors.

Shaun Henderson, a commercial real estate veteran who worked at Benenson Capital Partners LLC for 40 years, has launched his own firm, Henderson Capital Advisors...

Sue Carroll, strategic issues and media advisor with the ministry, says 14 industry stakeholders responded: the Ontario Real Estate Association, the Toronto Real Estate Board, 10 salespersons / brokers and two individuals who only provided their name and city.

Because, first, the very people who need to establish themselves quickly in the industry, the newbies, of whom there are always far, far too many at any given time, can not, with all honesty, hold themselves out as being trusted advisors unless they have an extensive pre-Realtor background in various related real estate venues... the guts of the thing just aren't there for these folks.

«A lot of European businesses were family - owned or controlled, and the feeling was if the business went bust, you at least had the real estate,» says Mike McNamara, a partner with Ernst & Young Real Estate Group in London, who has served as a corporate financial advisor on several European transacestate,» says Mike McNamara, a partner with Ernst & Young Real Estate Group in London, who has served as a corporate financial advisor on several European transacEstate Group in London, who has served as a corporate financial advisor on several European transactions.

Individuals from other countries often gravitate to the same real estate agents who have worked with their friends and family or financial advisors and have thus established a foundation of trust.

Younger consumers came of age during the housing boom and bust, and while they're still interested in and enthusiastic about home ownership, they want someone who will be a knowledgeable, trusted advisor in their real estate transaction, she said.

In the week before Spencer Levy was interviewed for this article, for example, he had conversations with multiple clients, including some pension fund advisors, who were in the process of putting together investment vehicles targeting alternative real estate assets.

Some REITs might also not be adding dollar stores to their portfolios now because they've accumulated so many of these properties over the past five years or so, says Zach Wright, who specializes in net lease properties at Denver - based commercial real estate firm Pinnacle Real Estate Advisorestate firm Pinnacle Real Estate AdvisorEstate Advisors LLC.

The Advisors represent top real estate agents across the country who provide insight into HomeGain products and services, market trends and Realtor behavior.

Almost as important to a short selling seller as a negotiator knowledgeable in real estate law is an advisor who understands contract law, bankruptcy law, creditor's rights and the Fair Debt Collection Practices Act, administrative law and how to deal with governmental bureaucracy in such places as the VA, FHA, FNMA, FDMC, etc..

International real estate advisor Savills has strengthened its UK Worldwide Occupier Services (WOS) team with the arrival of director John Harte, who has moved from the firm's tenant rep team in New York.

Newmark Knight Frank's Industrial Services division comprises expert real estate advisors throughout the United States, who are committed to meeting the needs of industrial tenants and property owners by providing comprehensive real estate services specifically tailored to the industrial market.

The IRS enforces very strict laws that prohibit you from using your real estate IRA to transact directly with yourself, your spouse, your children, grandchildren, parents or grandparents or those of your spouse, as well as any advisor who works with you on your real estate IRA in a fiduciary capacity.

To market commercial real estate products to high - net - worth individuals, you have to know exactly who you are marketing to, according to wealth management advisors and CPAs.

I live in Silicon Valley, and I'm an investment advisor who specializes in real estate.

Incidentally, I am currently engaged at arm's - length (as an advisor to a party who I talked out of spending unending amounts of money on his lawyer, all the while getting nowhere with his lawsuit) helping said party, a former real estate client of mine, who I initially convinced to take to court a seller of a property that I acted for said client as his buyer agent re a fraudulently filled out Seller Property Information Statement (SPIS).