Sentences with phrase «estate planning at»

You can read more of Chatzky's advice on estate planning at Bankrate and AARP.

On Oct. 18, Toronto estate and civil litigator Kristine Anderson will share her insights on comprehensive estate planning at a breakfast seminar for entrepreneurs and business professionals.

Susan is a frequent speaker on a variety of estate planning, probate and nonprofit topics at professional and continuing legal education seminars and has served as an adjunct professor of law in estate planning at the University of Oklahoma College of Law.

In this video, Legal Week publisher John Malpas talks to Chris McKenzie, head of trusts and estate planning at BVI law firm O'Neal Webster, about the use of trusts and other techniques to deal with the disruption that can be caused by the death or incapacity of shareholders and directors of a private company.

Asher Tward, vice-president of estate planning at TriDelta Financial in Toronto, explains that the median life expectancy for a healthy 35 - year - old male is about 44 years.

One credit people in this situation should claim is the spousal tax credit, says Doug Carroll, vice-president of tax and estate planning at Invesco.

«A lot of people are quite preoccupied with keeping the property in the family, for some reason,» said Christine Van Cauwenberghe, assistant vice president of tax and estate planning at Investors Group.

Aurèle Courcelles, director of tax and estate planning at Investor's Group, says there are a number of deductions and credits that are easy to overlook.

While big earners could end up owing more in 2016, Doug Carroll, vice-president of tax and estate planning at Invesco Canada, notes that with the 2016 rate falling by 1.5 % for the $ 45,000 to $ 90,000 income range, you can clear $ 216,000 before you pay more.

Yes, you'll get paid for life, says Asher Tward, vice-president of estate planning at TriDelta Financial Partners in Toronto.

«It's the cornerstone of your estate plan,» says Sandy Cardy, vice-president, tax and estate planning at Mackenzie Financial Corp. in Toronto.

«At some point just about all of us will be affected by this,» says Sandy Cardy, senior vice president of tax and estate planning at Mackenzie Financial in Toronto.

Sheryl Troup, a director of tax and estate planning at the Investors Group in Winnipeg, says there are many reasons why Canadians file their taxes late, ranging from being too busy, dealing with personal or professional issues or just forgetting or not caring about the deadline.

«What it allows you to do is purchase a guaranteed source of cash flow for retirement,» says Jamie Golombek, managing director for tax and estate planning at CIBC Wealth Advisory Services.

Helene Marquis, regional director for tax and estate planning at CIBC Private Wealth, said setting up a proper investment plan even if people are making a last - minute RRSP contribution is key.

Yet, as noted above, lower minimums for withdrawal rates come «with the danger that more capital is left in RRIFs so that when the holder passes away, their estate will have a big tax bill,» notes Doug Carroll, vice president of tax and estate planning at Invesco Canada.

However, estate planning at a young age can help your loved ones avoid the additional worry of dealing with your personal finances after death.

A: Generally, it's a good idea to bring taxable income down to the lowest bracket, says Jamie Golombek, managing director of tax and estate planning at CIBC Private Wealth Management.

«While it's positive that so many eligible Canadians plan to contribute towards their retirement this year, we know from previous years that only 26 per cent of eligible tax filers actually make a contribution to their RRSP,» said Jamie Golombek, a managing director of tax and estate planning at CIBC.

«You get a great rate of return,» says Cindy Davis, vice-president of estate planning at Raymond James.

«You can negotiate commission on arnsingle security stock or a managed portfolio,» says Cindy Davis, vice-presidentrnof estate planning at Raymond James.

Read more about wills and estate plans at wills and powers of attorney.

We decided send a mailing out to 25 former clients for whom he had done an estate plan at least 2 years ago offering to review their plan to see if changes were needed.

Not exact matches

VanEck plans to be at the forefront of the next generation of digital assets, leading efforts in the tokenization of everything from real estate to stocks.

She co-founded and is the chair of the African American Student Union at Harvard University's Graduate School of Design, an organization that supports African - Americans working in architecture, real estate and urban planning.

Personal property is something that people often fail to consider when drawing up wills and other estate planning documents, attorney John J. Scroggin told an audience of financial planners last week at the FPA Be conference in Nashville.

This week, Rogers Real Estate Development Ltd. — a private company owned by the Rogers family and held separately from Rogers Communications (which owns Canadian Business)-- announced its plan to develop a 15 acre patch of land at the city's western edge.

He was more careful in buying his new house, which is owned by an LLC whose registered agent is Audrey Scott, a lawyer at Cooley LLP who specializes in counseling company founders on wealth management and estate planning.

Prior to that, she was an attorney at various law firms, advising and counseling high and ultra-high net worth clients on tax, business and estate planning.

President Donald Trump spent the weekend in Washington, rather than at his Palm Beach estate, where he had planned to celebrate the anniversary first year in office with friends and supporters.

The plan would also reduce investment and estate taxes aimed at the wealthy.

In late February, the B.C. government unveiled its provincial budget that included a housing plan aimed at improving affordability in the real estate market.

Secure Your Future: Financial Planning at Any Age (Oasis Press / PSI Research, 800-228-2275, 1994, $ 19.95), by Chuck Tellalian and Walter Rosen, two retirement and estate - planning experts, is about as comprehensive as you can get for thPlanning at Any Age (Oasis Press / PSI Research, 800-228-2275, 1994, $ 19.95), by Chuck Tellalian and Walter Rosen, two retirement and estate - planning experts, is about as comprehensive as you can get for thplanning experts, is about as comprehensive as you can get for the money.

Whatever you decide about the partnerships, you need to sit down at this stage and run through a laundry list of estate - planning trusts that might fit your situation.

«Most [purchasers] are returning to Vancouver as the market is hot even with the foreign buyer tax,» according to Parham Mahboubi, vice-president of planning and marketing at Qualex - Landmark, a real estate development group in Vancouver.

Trump's plan calls for a revision of the estate tax that would make capital gains over $ 10 million held at death subject to tax, while the Blueprint calls for a total repeal of the estate tax.

Actions that are considered Centennial Planned Gifts include making estate plans through a will or a living trust; creating a charitable remainder trust and naming the Business School as the remainder beneficiary; entering into a charitable gift annuity agreement with the School; naming Columbia as the beneficiary of a life insurance policy or retirement plan; or establishing a donor - advised fund at Columbia.

During an IPO, the previous owners are attempting to raise capital for expanding the business, cash out their interest for estate planning, or any other myriad of reasons that all result in one thing: a premium price that offers little chance for buying your stake at a discount.

In the right client situation, BMO SmartFolio allows brokers to spend less time on administration and reviewing client accounts, and more time on value - added activities like financial planning and estate planning, says Silvio Stroescu, head of digital investing at BMO Financial Group.

Zillow Group plans to announce new initiatives related to real estate data at its MLS Forum, said David Charron, president and CEO of Rockville, Maryland - based MLS Metropolitan Regional Information Systems, who was invited to the event.

Hillary Clinton urges real estate bigwigs to lobby White House for Gateway tunnels During a keynote speech at the Regional Plan Association's annual conference, Hillary Clinton asked attendees to throw their support behind the Gateway project, which calls for the construction of two new train tunnels under the Hudson River.

Financial planning professionals will hear the latest information at multiple update sessions that will address how the tax overhaul impacts individuals, families, real estate, business owners and their closely held entities, estate plans and more.

Mr. Gilyard remains attuned to current legislation and strategies within the private banking industry through membership with local estate planning councils and frequent attendance at conferences within the wealth planning field.

I have a real estate tab that breaks it down, I'm planning on buying at least two rentals this year before rates start creeping too much higher.

I am planning to keep investing at least 5 % of my portfolio in real estate and starting to explore investing in multi-unit buildings (but finding a deal is tough and this type of investing comes with a lot of hassles).

Overall, we plan to keep real estate at around 20 - 25 % of our net worth.

I rearranged a presentation that I gave at the Notre Dame Tax and Estate Planning Institute.

Ivanhoé, the real estate investment arm of pension plan manager Caisse de dépôt et placement du Québec, has been most successful in buying properties in New York, and now has more than 5.5 million - square - feet of the city's real estate in its portfolio, says Adam Adamakakis, executive vice president of US Investments at Ivanhoé.

SEOUL (Reuters)- South Korea's Lotte Group said Chinese authorities have halted construction at a multi-billion dollar real estate project after a fire inspection, amid worries in Seoul that Beijing is retaliating against the country's plans to host a U.S. missile defense system.

He is also a Partner at HPM Partners where, with his 32 partners and 50 associates in six offices, he works with owners of businesses on their growth strategies, M&A, financing, liquidity, wealth management, cross - border / multi-national issues, estate planning and tax strategies; and for his multi-generational and family clients, he brings several lifetimes of dealing with family dynamics, trusts, business - ownership, family charters and youth education as a member of two large, historic business families.