Sentences with phrase «estate planning strategies designed»
Wealth Management: counsels multiple generations of domestic and international families on all aspects of wealth management, including development and implementation of estate planning strategies designed to minimize taxes and preserve family wealth.
https://www.choate.com/ Not exact matches
A tax planning method is defined as «any plan, strategy, technique, or structure designed to affect Federal income, estate, gift, generation skipping transfer, employment, or excise taxes.»
Tax Strategy and Benefits We focus on succession planning for business owners, estate planning, charitable giving, and estate and trust administration, including designing personal estate plans and business succession plans for business owners, and designing trusts and administering estates for US and non-US families.
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The KISS strategy also needs to be included in every step of the real estate process: prospecting your target market, Web site design, office and desk organization, daily planning, and realistic financial goals.»
The real estate marketing strategy, design and implementation firm took all of Papenbrock's resources, and her frustrations with her original Web system, and integrated them into a new, seamless marketing plan that would benefit her and increase business.
Whether you are an established real estate enterprise or are planning to venture into your local real estate industry, you need to improvise your business strategy and service designs, if you want to excel in the industry.