Sentences with phrase «estate assets need»

Buyers and sellers of significant real estate assets need seasoned counsel with the practical and technical expertise to assist them with their acquisition.

Not exact matches

So in other words, if you want to take out a $ 1 million line of credit, you'll probably need seven figures» worth of equipment, real estate, or other assets the bank can anchor onto — and make a claim to, in case you default.

Based on an initial questionnaire about your investment needs, financial background, and risk tolerance, they allocate your money among asset classes (e.g. stocks, bonds, real estate), then use algorithms to monitor and periodically rebalance your portfolio.

In most cases, they'll get an answer on their loan application with the same day (sometimes with the hour) without the need to collateralize a particular piece of real estate, inventory, or other had asset, making it possible for many healthy businesses that don't have collateral to qualify for a small business loan.

In this way, business owners can get funding from $ 5,000 — $ 500,000 in as fast as one business day without needing a specific amount of real estate, inventory or other hard assets; and without needing to have their specific assets appraised and valued.

A traditional term loan is often used to purchase assets like real estate and equipment, but may also be used to expand a restaurant, build a commercial building, or to fill other business needs.

thanks, and yes, a pittance of a pension and regular checkups keep us on budget and head off any problems — best decision i ever made (financial or otherwise) was serving our country doing search - and - rescue, oil and chemical spill remediation, etc. (you can guess the branch of service)-- along the way, frugal living, along with dollar - cost averaging, asset allocation, and diversification allowed us to retire early — Vanguard has been very good over the years, despite the Dot Bomb, 2002, and the recession (where we actually came out better with a modest but bargain retirement home purchase)... it's not easy building additional «legs» on a retirement platform, but now that we're here, cash, real estate, investments and insurance products, along with a small pension all help to avoid any real dependence on social security (we won't even need it at full retirement age)-- however, like nearly everybody, we're headed for Medicare in several years, albeit with a nice supplemental and pharmacy benefits — but our main concern is staying fit, active, and healthy!

Our Dividend Growth solutions still need to be blended with other asset classes such as fixed income and real estate to craft the right asset mix for an investor.

From moving overseas and real estate, to travel and asset protection, you'll find a book, a kit, or a publication on every topic you need to know, written by the experts.

As the global real estate director, you need to create a bulletproof plan that quickly provides the business sectors the tangible asset they need to produce revenue — and you answer to the Board of Directors.

But if you do need a higher return to meet your savings goals, you'll need to add some growth assets such as real estate or stocks, he added.

And yes, this money needs to last us around 60 years, but we'll also be investing in real estate, so not all the assets will be in our investment portfolio.

Businesses that are acquiring commercial real estate may have additional financing needs such as working capital, equipment needs or some form of asset - based lending (ABL).

As many boomers are still recovering from the loss of their investment, (mostly in equities), suffered in the wake of the financial crisis of 2008, a more stable and diversified alternative asset class like real estate is what is needed to preserve their wealth.

Many seem to be waiting for «the big kill,» the sucker who proverbally is born every minute, but whom a Russian only needs to meet once in a lifetime to dump his assets at an inflated price (something like the Rockefellers finally being able to dump their money - losing Rockefeller Center on the Japanese when the once - in - a-lifetime spike of New York real - estate prices occurred in 1988).

Chad also emphasizes that because the investments are in real estate, he doesn't need to worry about depreciating capital like other paper assets.

A financial advisor can help clients evaluate whether their assets are adequately diversified for maximum return and minimum risk; compare current asset distribution with recommended distributions for age and investment objectives; and analyze retirement, estate and life insurance needs.

- retirement savings and income - Pre-59 1/2 72t Calculations (avoiding penalty tax)- college savings and 529 plan illustrations - college cost and tuition data - Coverdell education savings - risk profile questionnaires and quizes - model portfolio illustrations - asset allocation and portfolio optimization - portfolio management and value tracking - 401 (k) retirement savings - Cost of waiting to save - Effect of Taxes and Inflation - Estate Tax Estimator - Finding Money for your savings goals - Health Savings Account (HSA) illustrations - Historical Hypothetical Portfolio Performance - Impact of Inflation - Life Insurance Needs Analysis - IRA Eligibility (all types of IRAs)- IRA Savings and Goal Analysis - IRA Required Minimum Distributions (RMDs)- IRA to Roth Conversion - Long Term Care Insurance - Lumpsum Distributions vs. Rollover Distributions - Model Portfolio Creation and Comparisons - Mortgage Amortization - Net Unrealized Appreciation of Employer Stock - Net Worth Estimator - New Value Calculator - Pension / Defined Benefit Income estimates - Portfolio Allocation Rebalancing - Portfolio Optimization and «Advice» - Portfolio Return Calculations - Paycheck Tax Savings - Required Minimum Distribution calculations - Retirement Budget and Expense Planning - Retirement Income Analyzer - Retirement Savings Estimator - Risk Tolerance Profile - Roth 401k - Roth Conversion - Roth v. IRA illustrations - Short Term Savings goals - Social Security benefit estimates - Stretch IRA / Legacy IRA illustrations - Tax Free Yield calculations

- retirement savings and income - Pre-59 1/2 72t Calculations (avoiding penalty tax)- college savings and 529 plan illustrations - college cost and tuition data - Coverdell education savings - risk profile questionnaires and quizes - model portfolio illustrations - asset allocation and portfolio optimization - portfolio management and value tracking - 401 (k) retirement savings - Cost of waiting to save - Effect of Taxes and Inflation - Estate Tax Estimator - Finding Money for your savings goals - Health Savings Account (HSA) illustrations - Historical Hypothetical Portfolio Performance - Impact of Inflation - Life Insurance Needs Analysis - IRA Eligibility (all types of IRAs)- IRA Savings and Goal Analysis - IRA Required Minimum Distributions (RMDs)- IRA to Roth Conversion - Long Term Care Insurance - Lumpsum Distributions vs. Rollover Distributions - Model Portfolio Creation and Comparisons - Mortgage Amortization - Net Unrealized Appreciation of Employer Stock - Net Worth Estimator - New Value Calculator - Pension / Defined Benefit Income estimates - Portfolio Allocation Rebalancing - Portfolio Optimization and «Advice» - Portfolio Return Calculations - Paycheck Tax Savings - Required Minimum Distribution calculations - Retirement Budget and Expense Planning - Retirement Income Analyzer - Retirement Savings Estimator - Risk Tolerance Profile - Roth Conversion - Roth v. IRA illustrations - Short Term Savings goals - Social Security benefit estimates - Stretch IRA / Legacy IRA illustrations - Tax Free Yield calculations

Wilson Magee, director of global real estate and infrastructure securities, Franklin Real Asset Advisors, and portfolio manager, Franklin Global Listed Infrastructure Fund, builds a case for listed infrastructure companies providing the capital and expertise needed to get the job done.

We are qualified to assist our clients when they are in need of qualified legal advice or representation, in such legal matters concerning contracts, business formation, litigation, intellectual property including (trademarks and copyrights), real estate, taxes, estate planning, asset protection, and if the need should arise, reorganization in bankruptcy.

A need to retain democratic accountability in managing so important an asset was also cited, as it explained why it opposed proposals to allow the private sector to take over part of the publicly owned estate.

«Long the home of the world's major corporations like IBM, PepsiCo, Regeneron and MasterCard, Westchester clearly has the assets of vibrant downtowns, excellent real estate, mass transit, transportation mobility, technological infrastructure and most important the talent and intellectual capital to attract and retain the employees needed.

Develop Asset Management Plans The EFA, the local councils and large academies should work together to determine long - term investment needs (say over 25 years) for the schools estate and develop whole - life - value optimised five - year asset management plans at an individual school, council and national - leAsset Management Plans The EFA, the local councils and large academies should work together to determine long - term investment needs (say over 25 years) for the schools estate and develop whole - life - value optimised five - year asset management plans at an individual school, council and national - leasset management plans at an individual school, council and national - levels.

If you haven't considered these questions before and haven't taken steps to plan for bequeathing your assets you may need to work with an estate planning attorney.

«Even if your investment portfolio is not large enough to support your retirement needs, for example, you may find that you have other assets — a business or real estate — that can contribute.»

The second will is for assets like personal effects and shares in the family business, which do not need to go through probate (also known in Ontario as an Estate Administration Tax or — aptly!

Trusts You Might Need Often, trusts provide a way for assets to avoid the high cost of estate taxes.

In this case, the purpose is NOT to limit federal estate taxes but rather to enhance the likelihood of qualifying for «need based» Medicaid benefits without having to «spend down» the estate assets.

But as even he has discovered, many of these investors may still need some help or guidance in choosing ETFs, settling on an appropriate asset allocation, rebalancing or even with financial issues that go well beyond managing investment portfolios — more holistic challenges like tax - efficient withdrawal strategies, insurance and estate planning, debt management and the like.

This means investing in asset classes (stocks, bonds and real estate) and within each asset class to fit your need for return and your tolerance for risk.

If your situation is at all complicated — blended families, special needs children, contentious heirs, family businesses, foreign assets and large estates all count — then it's best to seek out an experienced estate planning attorney to draft your paperwork.

Since many estates now fall under the 2013 federal exemption amount of $ 10.5 million, the need to remove assets from your estate by giving them as gifts may not be as critical as it once...

Ask about anything from estate planning to stock options, and we'll create the investment strategy you need to continue the management and growth of your financial assets.

An investor in ITCs usually has less need for diversification than is the case for GCs, in part because the portfolios of ITCs tend to already be quite diversified as is the case for Brookfield Asset Management, Loews Corp., and a majority of the portfolio securities held by Third Avenue Real Estate Value Fund.

A stand alone special needs trust can also be advantageous if the trustmaker has a large estate requiring federal estate tax planning because assets can be «gifted» to the special needs trust in the same manner as often used for an irrevocable life insurance trust.

Asset Allocation College Planning Disability Planning Long - term Care Planning Rental real estate analysis Budgeting & Cash Flow Life insurance needs

Another aspect of spousal planning is federal estate tax planning; however, its separated here because a living trust can also be a kind of «conductor» for assets as needed to minimize estate taxes for unmarried people.

Since many estates now fall under the 2013 federal exemption amount of $ 10.5 million, the need to remove assets from your estate by giving them as gifts may not be as critical as it once was.

However, the same property owned solely by you will become an estate asset and will need to be dealt with in your will.

Designed to support your financial counseling and education needs, the Investing Essentials presentations cover goal setting, savings, stocks, mutual funds, annuities, insurance, real estate, hard assets & collectibles, frauds and scams and panning for your future.

If your assets are worth more than the allowable value, they may need to be liquidated and you will have to contribute the proceeds from the sale of those non-exempt assets into the bankruptcy estate for payment to your creditors.

That was the best money we ever spent (and an estate plan will be needed to shelter your assets from the estate tax whose rates will be creeping up again...) With a competent tax attorney and a good handle on the details of your assets and life insurance, it should be a quick process.

It is estimated only a couple thousand people will pay any federal estate taxes this year... how many will die and need to pass assets?

REITs were introduced in 1960 for the purpose of giving individual investors access to invest in real estate as an asset, without the need of direct property ownership.

From there, I set out on a mission to create a platform that provided better service for experienced real estate developers who need capital to improve homes while also creating a new way for investors to access this desirable asset class and earn a fair risk - adjusted return.

We can help design an estate plan that leaves your assets protected — just when your loved ones need it most.

Retirement Planning Asset Allocation College Planning Disability Planning Long - term Care Planning Budgeting & Cash Flow Rental real estate analysis Life insurance needs

While in probate, the assets of an estate are frozen and can't be disbursed to anyone in the family — a problematic situation if that money is needed.

Even people with more modest assets need to consider what might happen if they die, given real estate prices in some Canadian cities and life insurance on both spouses, when added to the mix, can make many «simple» estates into million dollar ones.