Sentences with phrase «estate tax planning strategy»

This type of financing can also be a very effective income tax planning and / or estate tax planning strategy for you if you do not want to 1031 Exchange into other like - kind replacement properties.

Michael is available to speak on a wide range of topics pertaining to financial planning, including research on safe withdrawal rates and other retirement strategies, tactical asset allocation and other investment strategies, the use of insurance and annuity products, and income and estate tax planning strategies.

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.

This discussion also does not consider any specific facts or circumstances that may be relevant to holders subject to special rules under the U.S. federal income tax laws, including, without limitation, certain former citizens or long - term residents of the United States, partnerships or other pass - through entities, real estate investment trusts, regulated investment companies, «controlled foreign corporations,» «passive foreign investment companies,» corporations that accumulate earnings to avoid U.S. federal income tax, banks, financial institutions, investment funds, insurance companies, brokers, dealers or traders in securities, commodities or currencies, tax - exempt organizations, tax - qualified retirement plans, persons subject to the alternative minimum tax, persons that own, or have owned, actually or constructively, more than 5 % of our common stock and persons holding our common stock as part of a hedging or conversion transaction or straddle, or a constructive sale, or other risk reduction strategy.

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Life insurance and your estate plan Consider a strategy that aims to provide flexibility and manage taxes.

Your advisor can provide access to the appropriate resources and will partner with you and any professionals like your attorney and accountant, to help you develop financial, income tax, and estate planning strategies.

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.

Whether your investing strategies include retirement planning, tax and estate planning, or gifting and transitioning wealth, a Vanguard advisor can help you with your personal financial planning and ongoing investment advice.

Estate taxes may now be an issue and you may want to explore various estate planning strategies to reduce your taxes or minimize the impact of those Estate taxes may now be an issue and you may want to explore various estate planning strategies to reduce your taxes or minimize the impact of those estate planning strategies to reduce your taxes or minimize the impact of those taxes.

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.

A stretch IRA is an estate planning strategy that extends the tax - deferred status of an inherited IRA when it is passed to a non-spouse beneficiary.

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.

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.

This is normally done as part of a broader estate planning strategy which intends to supply their heirs with cash to pay off estate taxes.

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.

Jamie Golombek, CPA, CA, CFP, CLU, TEP is the Managing Director, Tax & Estate Planning with CIBC Wealth Strategies Group in Toronto.

«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.»

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.

Plus, Joe and Al have 10 tips to boost retirement savings, the pros and cons of rolling your 401 (k) into an IRA, long - term care tax strategies, the latest on the Department of Labor Fiduciary Rule, Prince's $ 250 million estate planning mistake, and who is better at investing, men or women?

Please note that you should have your CPA or tax lawyer sign off on this strategy from an estate planning and taxation standpoint.

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.

He is founder of Reyes Financial Architecture, a Registered Investment Advisory firm specializing in portfolio risk managed strategies; retirement income distribution planning; tax reduction strategies, estate planning and Social Security planning.

We provide a full menu of financial planning, insurance, and asset management services, including personal financial planning, investment strategy and portfolio selection, strategic tax planning, retirement income strategies, group RRSP and healthcare plans, wills and estate planning.

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.

Potential changes in the tax law next year make it a smart estate - planning strategy to give as a large of a gift now as possible.

You should consider the counsel of an experienced estate planning professional and your legal and tax advisors before implementing such strategies.

In case you didn't know, after basic things like wills are all in order, estate planning is basically nothing but using trusts, life insurance, and other strategies to «give your money away without really giving it away,» just so you won't have to pay Federal estate taxes when you die.

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.

We counsel our clients through all phases of a business transaction, including business planning, financing, tax strategy, intellectual property and real estate matters.

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.

He advises clients on a broad range of basic and sophisticated estate planning strategies, estate and trust administration issues, probate, estate and trust dispute resolution matters, and the preparation of gift and estate tax returns.

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

Mr. Hafen's practice includes advice regarding sophisticated tax, estate, asset protection, and business planning strategies, including the preparation of documents such as wills, living trusts, durable powers of attorney, healthcare directives, asset protection trusts, irrevocable life insurance trusts, gift programs, grantor retained annuity trusts, education trusts, family limited partnerships and limited liability companies, generation - skipping transfers, charitable giving, charitable remainder trusts, private foundations, property agreements, and prenuptial and postnuptial agreements.

GPS&L also provides estate planning services, including the development of related tax strategies.

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.

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.

Bradley S. McCann has structured and implemented hundreds of estate and gift tax planning 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.

Sometimes, a life insurance agent and the policyholders» lawyers will construct a financial plan reducing the tax burden of wealthy individuals by creating trusts and using survivorship life insurance as part of the estate - planning strategy.

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

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

If you have considerable wealth, you can leverage whole life investments into your overall estate planning strategy, setting up a trust that will use policy benefits to pay off estate taxes.

While both of these strategies may have their merits, there are tax and estate planning advantageous of permanent life insurance that can not be replicated in an investment account.

When it comes to using life insurance for estate planning, there are various strategies available using cash value life insurance that can be used to increase the value of your estate and avoid taxes.

This is normally done as part of a broader estate planning strategy which intends to supply their heirs with cash to pay off estate taxes.

Always list your skills as they relate to tax strategy, the rules and regulations surrounding taxes, estate planning, and other tax - related duties.