Sentences with phrase «estates and trusts utilizing»

Bellwether Investment Management Inc. is a boutique investment manager that offers tailored investment solutions for affluent investors, foundations, estates and trusts utilizing its proprietary «Disciplined Dividend Growth» Investment Process.

Not exact matches

Utilizing wills, trusts, life insurance, gifts, and tax exclusions, our clients» estate plans are tailored to their goals and values.

Similarly, both portability and a bypass trust allow an individual / couple to utilize their federal estate exemption to shield their estate from taxes.

The underlying asset of RETT constitutes a trust incorporated with the objective of utilizing the investors» monetary resources to buy and operate real estate properties.

«Families that have utilized trusts to hold principal residences will need to carefully review the amendments and make any necessary changes to ensure that their estate planning is still appropriate,» explains Kim G. C. Moody, director, Canadian Tax Advisory at Moodys Gartner Tax Law LLP, in a recent legal brief.

«Families that have utilized trusts to hold principal residences will need to carefully review the amendments and make any necessary changes to ensure that their estate planning is still appropriate,» explains Kim G. C. Moody, director, Canadian Tax Advisory at Moodys Gartner Tax Law LLP, in a

Gifting to an irrevocable life insurance trust has been particularly effective because gifted proceeds are used to purchase life insurance to further the estate planning goals and utilizing financial leverage with the gift.

Families that have utilized trusts to hold principal residences will need to carefully review the amendments and make any necessary changes to ensure that their estate planning is still appropriate.

She helps families design and implement comprehensive estate plans — utilizing various trusts, wills and other techniques — for estates of all sizes.

And many business owners utilize trusts to keep their companies from falling into the wrong hands and to minimize estate taxes when passing business assets to their heiAnd many business owners utilize trusts to keep their companies from falling into the wrong hands and to minimize estate taxes when passing business assets to their heiand to minimize estate taxes when passing business assets to their heirs.

Since you can maintain control over the business while you're alive and, since trusts don't go through the probate process, you can transfer your ownership share much more smoothly and avoid onerous estate taxes by utilizing a trust.

One such strategy utilized a private family foundation and an irrevocable insurance trust that will save the family approximately $ 12.5 million in estate taxes.

We create estate plans utilizing wills, representation agreements, powers of attorney, alter ego trusts, inter vivos and testamentary trusts.

If you designated your family living trust as such, the death benefit of your cash value life insurance policy will flow into the trust and your successor trustee will have the obligation to manage it and utilize the tools provided in your living trust for the maximum benefit of your estate and your beneficiaries.

Tax laws are complex, and only an attorney who specializes in tax law or estate planning can determine how best to utilize life insurance when establishing a trust or legacy for heirs.

Gifting to an irrevocable life insurance trust has been particularly effective because gifted proceeds are used to purchase life insurance to further the estate planning goals and utilizing financial leverage with the gift.

By utilizing my 20 year experience with real estate websites both customized an template sites you can trust Kim and her team to make sure your website is optimized correctly as well as all the bells and whistles are running smoothly including your IDX system.