Sentences with phrase «estate planning type»

But we do get quite a lot of estate planning type cases from people over 50 years old, many of whom have done well in business or real estate.

It just felt more and more like it didn't reflect who we were now, so last year, we were thinking about possibly... We knew we needed to expand and do some more estate planning type stuff, and family law stuff, because our clients were really asking for it.

Not exact matches

Trump has some strong views on the type of people who should be playing golf, in general, but the billionaire real estate mogul and Republican presidential candidate is apparently on board with the PGA's plans to find a new venue for this year's Grand Slam.

Non-investment related business includes, without limitation, advising in or selling any type of insurance product, advising in or selling any type of mortgage service, estate and tax planning or tax return preparation.

We recommend you involve your estate lawyer or accountant when purchasing this type of plan to be positive it is set up legally and properly, especially when held in a trust.

A question I regularly hear regarding all types of estate planning documents is «how often should this be updated?»

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).

- 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

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.

Five types of legal work, such as estate planning and domestic relations, are also exempted.

It was a week long workshop that covered dealing with Hollywood offers, handling foreign rights offers without an agent, increasing writing productivity, estate planning and tax stuff for authors (including when it makes sense to incorporate and which type of corporation in the US), and updates from Kobo on their plans to add audiobooks to their catalogue, among many other topics.

This type of portability is different from what is often discussed in the world of estate planning and estate taxes.

This type of real estate investment opportunity suits young businesspeople and professionals who have income to invest but who can't afford to wait years for a return on their investment and who are not planning for a long - term second home.

A: It's important to understand the difference between living trusts and wills if you hope to do any type of successful estate planning.

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

«Anyone who is interested in pursuing these types of strategies would be wise to seek out competent professionals who can work with them and integrate their tax, retirement and estate planning.»

Various types of cash value life insurance, referring to permanent life insurance that emphasizes accumulating cash value within in the policy, can be used any number of estate planning goals.

There can be gift and estate tax consequences to the various types of trusts used in estate planning.

This type of plan usually costs less than other types of life insurance and may be good for individuals with a large estate to protect since the benefit provides immediate cash that can be used to pay estate taxes.

If you're unsure, don't ask your attorney in this case but rather call the Divisions of Real Estate and / or Mortgage Lending at your State level and talk to someone about what type of lending you plan on doing.

Use this type of coverage to protect family income, for estate planning, for extra retirement income or philanthropy or to protect your business with buy / sell agreements, key person coverage or compensation arrangements.

«All wills should have such a clause,» explains Pascoe, who concedes that doing this type of estate planning «can be offensive to some.»

These types of advisers typically provide advice related to financial, tax, estate and retirement planning, but they are restricted in the investment advice that they can provide.

The type of life insurance for estate planning will vary based upon the NOT ONLY the death benefit goals of the estate owner but also the lifetime goals AND the budget involved.

Thus, this type may NOT be as ideal for many estate planning goals.

Two asset protection benefits are, one, that an irrevocable trust may be set up for the employee to own the policy, such as an irrevocable life insurance trust OR another type of grantor trust, and this can assure that the policy will not be included in the employee's taxable estate for split dollar estate planning purposes.

In this article we will discuss life insurance for estate planning, by going over a simple summary of the estate planning process, followed by the various ways life insurance is used in this process AND, finally, wrapping up with some recommendations for the major types of life insurance policies that are suited for various estate planning goals.

6 Types of Permanent Life Insurance Policies to Accomplish High Net Worth Estate Planning Goals

Alongside other investments, investors have looked to properties like houses, apartment units, commercial properties and other types of real estate as a way of expanding their portfolios, earning income and planning ahead for retirement or sending a child to university.

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).

We recommend that you consult your estate planning attorney for purposes of drafting your will and for advice on the type of bequest that best fits your financial and tax situation.

Although most parents don't want to burden their children after their death, the work required to deal with the parents» final affairs can vary depending on the type of estate plans that your parents have.

There are three areas to consider are: 1) the Headline should include your core selling points and the keywords that trigger it, (i.e. «Minnesota Estate Planning»); 2) the Description should detail specific benefits that your company offers as well as a clear call - to - action that your customers should take (i.e. «Avoid Probate, and Save Estate Taxes»), and finally the Display and Destination URLs where the Destination URL should lead to a page on your website related specifically to the ad (it is not necessary to type the whole thing on the Display URL).

Our lawyers handle all types of real estate disputes, including claims for design and planning negligence, easements and title disputes, breaches of commercial leases and purchase and sale agreements, landlord - tenant disputes, inverse condemnation, and real estate commission disputes.

We advise clients on estate planning, estate and trust administration and related tax matters, and handle will contests and other types of probate litigation.

My estate planning practice includes drafting documents including wills, revocable trusts, powers of attorney, health care directives, pre - and post-marital agreements, irrevocable life insurance trusts (ILITs), intentional defective grantor trusts (IDGTs), grantor retained annuity trusts (GRATs), all types of partnership agreements and documents related to the formation and operation of limited liability companies (LLCs).

A set might be for a type of matter — a divorce, for example — or a set might be created around a task, such as a simple estate plan.

If you're remarried and have adult children from a previous marriage, you might consider this type of last will and testament for your estate planning.

When the annuitant of an Registered Retirement Savings Plan or Registered Retirement Income Fund dies, taxes in respect of either type of registered plan are generally borne by the deceased's estate, rather than by the beneficiary of the registered pPlan or Registered Retirement Income Fund dies, taxes in respect of either type of registered plan are generally borne by the deceased's estate, rather than by the beneficiary of the registered pplan are generally borne by the deceased's estate, rather than by the beneficiary of the registered planplan.

During recessions, demand may decline for some discretionary legal services, such as estate planning, drafting wills, real estate transactions and other types of litigation.

The types of business that lawyers in the province deal with consist of all areas of law, but particularly real property, secured financing, estate planning, family law, litigation, taxation, business law, immigration, information technology, securities, municipal law, insurance, intellectual property, labour and employment, energy, and environmental components.

This focus allows us to effectively address all types of matters, from straightforward Estate Planning issues to sophisticated wealth transfer techniques, tax planning strategies, Estate Litigation and any other issue surrounding our Planning issues to sophisticated wealth transfer techniques, tax planning strategies, Estate Litigation and any other issue surrounding our planning strategies, Estate Litigation and any other issue surrounding our clients.

Jim is recognized as a leading automotive franchise attorney throughout New England and has successfully handled the purchase and sale of numerous car dealerships and related real estate, franchise negotiations, floor plan and real estate financing and all types of litigation arising from the operation of a dealership.

Our personal services team advise on a diverse range of personal property matters including all types of conveyancing, preparation of wills, administration of estates, estate and trust planning, relationship property and the law relating to the elderly.

Joining me was Rocket Lawyer On - Call Attorney Mark Ruiz, who spoke about the importance of estate planning by discussing a few common types.

Regardless of what type of estate plan you choose and the provisions you decide to include, it is always recommended to consult an attorney — especially for those who have dependents, or tangible assets such as real estate or a business that, if not protected, could be subject to steep taxes and government interference.

Benefit types: The plan would offer two benefits: a retirement benefit paid for life and a survivor benefit (payable to a surviving spouse, beneficiary or an estate).

Property issues and disputes of all types, including: contracts for the acquisition, development and management of land; options and conditional contracts; overage claims; project management and similar contracts; mortgages and other security arrangements, including enforcement disputes; planning and other statutory issues connected with property contracts; leases of all types; landlord and tenant disputes (particularly commercial — including retail, leisure and distribution — and residential); rent reviews; leasehold enfranchisement; rights over land (including easements, covenants and rights of light); trespass and nuisance claims; disputed asset disposals; estate agency; property - related competition law issues; and commons and village greens.

If you have real estate concerns, a business dispute, or estate planning needs — you may be tempted to think that you have to go all the way to Boston to find the type of quality legal services and experienced representation you need.