Sentences with phrase «estate planners who»

(Consider looking for an estate planner who specializes in such transfers, using so - called gun trusts and other tools.)

Look for an estate planner who's willing to be innovative.»

They have no need to do that because you know it's just like they're an estate planner who's been working with a client for 20 years.

Not exact matches

In many states, if heirs can't find your will, the law presumes you revoked it and destroyed it, said Lehmann, who is also past - president of the National Association of Estate Planners and Councils.

The beautiful interface will focus on connecting those who value professional advice to a team of the most qualified financial advisers, estate planners, tax attorneys, and career coaches.

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.

We had a CEO of a Credit Union, a Commercial Real Estate Banker, an Orthodontist, a Massage Therapist Business owner, A Current Small Business Banker, an Insurance Agent, a Financial Services Agent and Financial Planner, A Multiple Business Owner in the Construction Industry, A very successful Entrepreneur and chemical engineer who bought and sold multiple business, a Healthcare Facility owner, and a current Pastor.

Incumbent Rory Lancman, who represents the 24th District, covering Jamaica, Jamaica Hills, Jamaica Estates, Briarwood, Kew Gardens Hills and Fresh Meadows, is facing a challenge from Bangladesh - born Mohammad Rahman, an employment planner at the Department of Social Services, who vows to fight for immigrant rights, public safety and senior services in the neighborhood.

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.

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.

If you have drafted a will or trust, you can consult your attorney or financial planner who assisted you with your estate planning.

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.

Referral partners could be real estate agents, financial planners, homeowners insurance agents — anyone who has a relationship with potential homeowners.

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.

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'm guessing the reasons that you gave for why people ought to try estate planning don't necessarily resemble all the estate planners practices, who might be listening, or people who dabble in Wills and Trusts.

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.

Our authors are a unique alliance of lawyers, professional planners and environmental analysts who combine their decades of experience in land use, real estate development, and property rights law with trial and appellate court experience.

«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.

Referral partners could be real estate agents, financial planners, homeowners insurance agents — anyone who has a relationship with potential homeowners.

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