Sentences with phrase «estate planning strategies for»

Establishing and funding an irrevocable life insurance trust (ILIT) is one of the smartest estate planning strategies for paying the federal estate tax.

She began her law practice in 2005 at The Bowden Law Firm, focusing in sophisticated estate planning strategies for high net worth families.

Not exact matches

Individuals with a net worth of close to or more than $ 11 million ($ 22 million for couples) can still lower the tax hit to their heirs with the use of trusts and estate - planning strategies.

Most important: consult an estate - planning lawyer to determine which combination of strategies will work best for you.

Just consider the financial risks entrepreneurs run, for example, if they give company stock to their children as part of a long - term estate - planning strategy — only to have the IRS step in years later and challenge the claimed taxable value of the gifts.

For example, you can get advice about your 529 plan for college savings, your 401k, insurance planning, mortgage refinancing, general estate planning, and income distribution strategiFor example, you can get advice about your 529 plan for college savings, your 401k, insurance planning, mortgage refinancing, general estate planning, and income distribution strategifor college savings, your 401k, insurance planning, mortgage refinancing, general estate planning, and income distribution strategies.

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Estate planning includes developing strategies for estate taxes, incapacity, avoiding probate, wealth transfer, charitable giving, trusts, business succession, and special Estate planning includes developing strategies for estate taxes, incapacity, avoiding probate, wealth transfer, charitable giving, trusts, business succession, and special estate taxes, incapacity, avoiding probate, wealth transfer, charitable giving, trusts, business succession, and special needs.

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.

His advice to life insurance advisors who are talking with clients about gifting strategies during this two - year period is to «keep in mind that making big gifts is a long - term proposition for clients,» as is estate planning.

Regardless of who ends up in Gracie Mansion, an administration change means a strategy adjustment for developers, who have spent more than a decade getting used to Bloomberg's taste in real estate projects as well as how his key appointees — from City Planning Commission Chair Amanda Burden to Department of Buildings Commissioner Robert LiMandri — operate.

From small schools that benefit from the Property Support Helpdesk for both planned and reactive maintenance, through to a complete Estate Strategy Plan for the largest MAT, Strictly Education provides premises expertise at all levels.

«In fact, there may be diseconomies of scale for larger public pension plans because of the complexity of implementing their investment strategies, which include contracting out for external experts — a practice that has become increasingly popular, with plans investing more in non-traditional assets such as real estate, infrastructure, and private equity,» said the report.

Under current rules, which remain in effect until 2011, starting CPP at the earliest age of 60 entails a 30 - per - cent reduction in monthly payments but «you would have to live well past 75 in order to receive more from the plan than by waiting until the normal retirement age of 65,» writes tax and estate lawyer Christine Van Cauwenberghe in her book, Wealth Planning Strategies for Canadians 2010.

This is a key aspect of cash value life insurance AND can be applied as part of a retirement planning with life insurance strategy OR as a way to create private financing for real estate or other investments.

Joint last - to - die is suitable for estate planning strategies, but what is joint first - to - die life insurance used for?

The strategy behind using an irrevocable life insurance trust («ILIT») for estate planning is moving assets out of the taxable estate.

May 2017 by Dera Johnsen - Tracy Estate planning and gifting strategies can be used to preserve assets, while still allowing a person to maintain eligibility for Medicaid.

Some financial planners assess every aspect of your financial life — including saving, investments, insurance, taxes, retirement, and estate planning — and help you develop a detailed strategy or financial plan for meeting all your financial goals.

Whole life is an essential tool for long - term estate planning and supplemental income strategies.

Other reasons for executing an exit strategy may include a significant change in market conditions due to a catastrophic event; legal reasons, such as estate planning, liability lawsuits or a divorce; or for the simple reason that a business owner / investor is retiring and wants to cash out.

When we talk about formulating a strategy using top life insurance policies for seniors to leave a legacy, it starts with some basic estate planning guidance.

For business owners who are seeking an exit strategy and doing some form of business continuity succession planning OR for others who hold appreciated assets with a very low basis, such as stock or real estate investments, a charitable remainder trust can offer massive advantagFor business owners who are seeking an exit strategy and doing some form of business continuity succession planning OR for others who hold appreciated assets with a very low basis, such as stock or real estate investments, a charitable remainder trust can offer massive advantagfor others who hold appreciated assets with a very low basis, such as stock or real estate investments, a charitable remainder trust can offer massive advantages.

Such estate tax law changes can turn a good estate planning strategy into a bad one for the same client.

As if that wasn't enough, Joe and Big Al have 10 tips to boost your retirement savings, the pros and cons of rolling your 401 (k) into an IRA, tax strategies to consider when paying for long - term care, the latest on the Department of Labor Fiduciary Rule, the age - old men vs women debate: who is better at investing, and Prince's $ 250 million estate planning mistake.

Caring for Your Heirs - Planning Strategies See what experts have to say about estate planning, powers - of - attorney, wills, and a livinPlanning Strategies See what experts have to say about estate planning, powers - of - attorney, wills, and a livinplanning, powers - of - attorney, wills, and a living trust.

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.

Prior to joining Pure Financial Advisors, Peter worked for a large Broker - Dealer in the Financial Planning Group where he helped advisors with complex estate and tax strategies.

Depending on your tax planning expertise, and, which real estate investment strategy you use, the higher premium shouldn't be a show stopper for you.

For some actual useful information, visit YourMoneyYourWealth.com to access white papers, articles, webinars and hundreds of video clips on important stuff like tax planning, investing, retirement planning, Social Security, estate planning and small business strategies.

High net worth estate planning may require using strategies such as the 1035 exchange for life insurance due to potentially high cash values and the need to assure that policies are performing optimally after many years.

Thus life insurance strategies for wealth accumulation can all be applied to these strategies for high net worth estate planning with life insurance.

This article will tackle the reality of high net worth estate planning with life insurance by first touching on an overview of estate planning in general and then reviewing some common problems and potential solutions that include life insurance strategies for high net worth individuals and households.

To provide our clients with sound strategies for estate planning, wealth protection and sustained wealth - building to provide a path to financial freedom.

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.

Estate Planning and Elder Law professionals turn to us as their main resource for the latest planning strPlanning and Elder Law professionals turn to us as their main resource for the latest planning strplanning strategies.

Camilla is known for her excellence in private client work and the broad expertise she has in estate planning and tax mitigation strategies.

Recent highlights include advising the Borough of Wandsworth on an estate renewal scheme, which involves structuring contractual agreements with the private sector, site assembly issues, including buying residential and community assets in preparation for the regeneration, advice on CPO strategy, planning issues and technical housing law issues.

One of the most effective marketing strategies for estate planning is to host free, educational seminars targeting the general public.

Given the nature of the practice area, the most effective marketing strategy for estate planning lawyers is probably a combination of professional networking along with educational seminars.

We work closely with our Estate Planning Group to advise business clients on succession planning and individual clients on strategies for passing their wealth to the next generation while minimizing wealth - transfePlanning Group to advise business clients on succession planning and individual clients on strategies for passing their wealth to the next generation while minimizing wealth - transfeplanning and individual clients on strategies for passing their wealth to the next generation while minimizing wealth - transfer taxes.

In addition to being staunch advocates for elder rights, our attorneys provide a wide array of estate planning and asset protection strategies.

As part of her estate planning practice, she advises clients on tax minimization strategies at death, and drafts wills, trusts, continuing powers of attorney for property, and powers of attorney for personal care.

Her practice focuses on estate planning, estate administration, corporate succession strategies and not - for - profit law.

Episode 25: Estate Planning Strategies Learned from 36 Years of Practice: Pay - As - You - Go and Fixed Fees, Probate Advice, and the Importance of Cultivating Empathy for Grieving Clients

For certain estate planning with life insurance strategies, universal life insurance may be the best choice.

You can consider one part of your overall strategy for estate planning and long - term investment.

Term insurance is not generally used for estate planning needs or charitable giving strategies but is used for pure income replacement needs for an individual.

Listed below are life insurance explanations as well as recommendations for purchasing a life policy, tax avoidance and estate planning strategies.

In addition to just paying out a benefit upon one's death, life insurance can be used as part of an overall strategy for retirement, estate, and financial planning.