Sentences with phrase «estate planning needs of»

One of the more unique assets we have to offer is extensive experience with serving the family law and estate planning needs of married or unmarried same - sex couples and other members of the LGBT community.

A basic estate plan is an estate plan that includes legal documents which, together with proper nonprobate asset beneficiary designations, are likely to address the estate planning needs of most people, but which avoid the complexities of drafting and enforcing a trust.

Not exact matches

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.

Procedures A. Assist in the planning implementation of Aikins Venture Capital to suit your profit needs B. Recommend steps required to successfully advance my real estate investing proposal.

You would need to take advantage of the cash value of the policy or have it as a part of your estate plan in order for the investment to make sense.

«Basic needs» include the management of investments and cash flow, and the structural elements of income tax planning, estate planning and insurance, among other disciplines.

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.

AARP: Retirement Planning CFA Institute: Retirement Security Choose to Save: Ballpark E$ timate ® Edelman Financial Services LLC: Retirement & Estate Planning Financial Mentor ®: Retirement Calculators How to Save Money for Retirement (retirement savings guide) IRS: Adding Automatic Enrollment to Section 401 (k) Plans — Sample Amendments IRS: Changes in Your Life May Affect Retirement Planning IRS: Help with Choosing a Retirement Plan NEFE Financial Workshop Kits Retirement Series Preparing for Retirement from DOL Save it Like You Mean It: The (Non-Scary) Guide to Retirement Planning Saving Matters from DOL U.S. Department of Labor: Taking the Mystery Out of Retirement Planning WISER: What Women Need to Know About Retirement

In every corner of our footprint, if you're starting, growing, managing or selling a company, whether you need an individual retirement account or an estate plan for a substantial financial legacy, there's a PNC - Certified Women's Business Advocate who can help you.

- 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

But the very simplicity of borrowing against your 401 (k) plan covers up some hidden dangers that you need to be aware of if you're considering taking out a 401 (k) loan — even for a down payment on real estate.

A continued practice of listening to the clients, defining their needs and wants, and constructing customized, flexible wealth management solutions that adapt with the client's evolving goals, including tax and estate planning.

I had no plans to swim in the river, no need to drink from it, no intention of buying real estate on its shores.

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.

Private equity firm Kohlberg Kravis Roberts intends keeping Treasury Wine Estates chief executive Mike Clarke at the helm should its $ 3.05 billion offer prove successful, but they believe the company needs to be away from the glare of public markets for Mr Clarke's long - term fix - it plans to succeed.

In addition, consistent with Stefanie's belief that the most effective estate planning begins early, Stefanie has developed an estate planning program designed specifically to meet the planning needs of young families as they encounter common life events.

She also counsels many of her clients on the various types of trusts such as the marital deduction trust, special needs trusts, Q - TIP trusts, and charitable remainder trusts and helps her clients coordinate their trusts with their overall estate planning needs.

The upcoming battle is reflected on this list by the presence of Albany - centric lawmakers, who the mayor will need to get his affordable housing plan off the ground; real estate industry players, who will no doubt have their deep - pocketed say in the legislative skirmish to come; and the city officials who will lobby hard for tenant - friendly rent laws in the state capital, or cut a few deals that alienate their progressive base.

Yet his planned changes to 421 - a, which expires in June and would need renewal in Albany, has solid backing from the Real Estate Board of New York.

Modify this will to suit the specifics of your estate planning needs.

Long Island, New York About Blog Our team of New York elder law attorneys, estate planning attorneys, and special needs attorneys use our knowledge and experience to answer your questions.

You can leave an enduring legacy and help children in need of a better education by including EdChoice in your will, living trust or other estate plans.

Having the added security of mortgage life insurance means that neither your family or estate will need to use funds from any other life insurance plan to pay your mortgage.

People who need permanent life insurance protection but wish to take advantage of possible cash accumulation via an equity index might use IULs as key person insurance for business owners, premium financing plans or estate - planning vehicles.

You would need to take advantage of the cash value of the policy or have it as a part of your estate plan in order for the investment to make sense.

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.

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.

Real estate planning plays a major role in any buying homes and therefore the following are some of the reasons why you need to plan:

One of our primary goals at Insurance and Estates is to provide our visitors with the knowledge needed to make the best choice regarding the carrier and plan they choose.

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.

You do need to take into account the potential for long - term care costs in your later years, but I don't think maintaining your RRIF or ensuring a large estate should be at the top of your priority list when planning your retirement.

Matt Horsley, CFP ® explains whether you need an estate plan and discusses what types of estate plans are best for your individual situation.

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.

Learn whether you need a will, living trust or an estate plan and find out the importance of establishing a Power of Attorney.

Learn whether you need a will, living trust or an estate plan and find out the importance of establishing a Power... Read more

A certified financial planner (CFP) may address a range of planning needs, such as budgeting; saving for retirement and other goals; estate and tax planning; and allocating or managing investments.

You may even convert only a portion of it, depending on your need and estate plan.

Create a long term comprehensive Financial Plan based on your current age, financial goals and needs, payment of required property charges, personal & health circumstances / costs, and wishes for your estate.

Estate planning and living arrangements, as well as a strategy for payment of increasing out - of - pocket health care costs, will need to be examined regularly.

Regardless of how simple or complex your needs are, you can count on our team for superior solutions in investing, private banking, insurance protection, trust and estate services, financial planning and institutional services.

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.

AARP: Retirement Planning CFA Institute: Retirement Security Choose to Save: Ballpark E$ timate ® Edelman Financial Services LLC: Retirement & Estate Planning Financial Mentor ®: Retirement Calculators How to Save Money for Retirement (retirement savings guide) IRS: Adding Automatic Enrollment to Section 401 (k) Plans — Sample Amendments IRS: Changes in Your Life May Affect Retirement Planning IRS: Help with Choosing a Retirement Plan NEFE Financial Workshop Kits Retirement Series Preparing for Retirement from DOL Save it Like You Mean It: The (Non-Scary) Guide to Retirement Planning Saving Matters from DOL U.S. Department of Labor: Taking the Mystery Out of Retirement Planning WISER: What Women Need to Know About Retirement

Special needs or pre-Medicaid estate planning may be accomplished by making an irrevocable special needs trust the beneficiary of a life insurance policy, thereby providing necessary support to a dependent beneficiary without disqualifying them from public benefits.

For example, if you've created a family living trust as part of your estate plan, you need to decide if it should be the designated beneficiary of your cash value life insurance policy.

Michael R. Miley, CRPC at Ameriprise Financial Services, provides a full range of comprehensive financial planning services, investment advisory, estate planning and wealth management, group benefits and specializing in retirement planning, income and benefit needs 180 Good Drive Suite # 1, Lancaster, PA 17603 [phone]

If you're estate doesn't reach this level of wealth after calculating the gross estate regardless of indebtedness, your need to plan for the inheritance tax is limited.

First, the estate planning documents such as the revocable living trust and powers of attorney need to specify who will have the authority to operate the business in the event of disability.

Special needs or pre-Medicaid estate planning is a complex area of estate planning because beneficiaries may be disqualified from public benefits due to improper planning around an estate distribution.

Estate planning tip # 2: Invest based on your heirs» timelines: If you have substantially more money than you'll need for the rest of your life, and you plan to leave the excess to your heirs as part of your retirement planning, it makes sense to invest at least part of your legacy on their behalf.