Sentences with phrase «estate planner about»

Not exact matches

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

For this reason, when estate planners and insurance professionals ask you, a business owner, about this kind of insurance, it is for your benefit (and that of your company) and not just a sales pitch.

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

In my twenty years of experience as a lawyer who does estate planning as part of his practice and teaches lawyers, financial planners and paralegals about the topic, I find that the increased litigation costs associated with a do it yourself will (on average) is about ten times as large as the savings associated with doing it yourself.

I want to move over to what I'm also interested in talking about is the interaction between estate planning lawyers specifically, but maybe more broader categories of practices like real estate and stuff, and financial planners and wealth advisors.

Modern estate planners have the property held in trust by a trustee with an equitable life estate beneficiary and a trust instrument that is more clear about who is responsible for what.

If you'll have a lot of assets to pass on or assets worth a lot of money, talk with your estate planner or attorney about the policy so that the money pays for estate taxes your heirs would have to contend with upon your death.

For this reason, when estate planners and insurance professionals ask you, a business owner, about this kind of insurance, it is for your benefit (and that of your company) and not just a sales pitch.

Vancouver About Blog Michael Geller is a Vancouver based architect, planner, real estate consultant and property developer with four decades» experience in the public, private and institutional sectors.

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

«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).