Sentences with phrase «estate planning conversations»

Not exact matches

These conversations can be combined with tax planning, investment planning, and estate planning to produce a plan for your stock options in retirement.

Conversations like these provide a low - pressure context in which to discuss estate planning.

Here are 6 tips to start the conversation around estate planning with your loved ones.

Our worksheet can provide a simple and easy Estate Planning Checklist to help get the conversation started.

To start the conversation around estate planning, it's important to make sure that everyone involved knows your intentions.

Words like guardianship, wills, budgets, and insurance are taboo along with finance and estate planning and are sure to kill any conversation.

When you have this conversation, it is a good time to pull out your Estate Planning documents (will, trust and health care directives) to make sure that those are kept up to date during this process.

«Those planning to buy a home this spring should look into getting pre-approved for a mortgage now and start having those serious conversations with their real estate agent on what they're looking for in a home and where they want to buy,» she said.

When the conversation circles back to real estate, ask if they know anyone who is planning to buy or sell now or in the near future.

«Those planning to buy a home this spring should look into getting pre-approved for a mortgage now and start having those serious conversations with their real estate agent on what they're looking for in a home and where they want to buy,» says Mendenhall.

Watch the Placester team's conversation with KW's Barbara Woyak to learn about her real estate content marketing plan.

It's hard to guess what sellers are planning on retaining from their home, so real estate professionals must have upfront conversations with sellers about what stays with the house.

It's also a great way to start up a new conversation about their plans to buy or sell more real estate and / or ask you any real estate related questions they may have.

Ontario's Fair Housing Plan, and its potential impacts on real estate markets not only in the GTA but across Canada, has been dominating the conversations of real estate and construction industry members.

The Intra-Family Generational Finance study showed that 64 percent of parents and their adult children differ as to when detailed conversations on key financial topics, including retirement preparedness, elder care and estate planning, should take place.

ERA's Senior Vice President of Operations and Strategic Initiatives Melody Bohrer provided insights to how ERA Real Estate started the real estate succession planning conversation more than four years ago and how the brand's efforts and findings have culminated into a robust program titled Plan, Prepare, ProsEstate started the real estate succession planning conversation more than four years ago and how the brand's efforts and findings have culminated into a robust program titled Plan, Prepare, Prosestate succession planning conversation more than four years ago and how the brand's efforts and findings have culminated into a robust program titled Plan, Prepare, ProsperTM.