Sentences with phrase «even estate planning issues»

Not exact matches

PwC's report suggests that high net worth investors are increasingly relying on financial professionals to offer advice on issues like estate planning, taxation, insurance, healthcare and even basics like spending and budgeting.

ALBANY — Members of the state Senate said they plan to vote Tuesday evening on the «entirety» of the state budget, even though some issues about taxes and real estate subsidies have still not been resolved.

«If you plan to sell or pass down real estate to the next generation you may be subject to a host of tax and estate planning issues that could not only cost you or your heirs a lot of cash, but could even force the sale of the property,» warns Golombek.

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.

If business continuity succession planning is required, then liquidity is also the objective, even if the estate tax is NOT an issue, because the life insurance proceeds may be used to finance the purchase of the business from the estate by a beneficiary OR a third party.

Fortunately, Rocket Lawyer's Legal Benefits program can help solve that problem and offer your employees comfort and security in legal issues, like elder / parental care, marriage (and divorce), car accidents, child care, wills and estate planning, and renting an apartment, buying a property, or even selling a property.

Lawyers sometimes fall into a trap of thinking that because they have a law degree, they should be able to handle any legal issue themselves, even if they do not have any experience in tax law or estate planning or some other area of the law.

Things to consider: If buying and selling real estate, being the multifaceted situation that it is, finds itself sometimes even too complex for trained professionals in some situations, requiring the addition of other trained professionals such as lawyers, inspectors, insurance pro's, appraisers, land surveyors, tax specialists, financial planning and estate management people or companies, divorce specialists, grief counsellors, expert witnesses, construction people, builder issues, mortgage fraud professionals, banking backup people, ex pat and non-resident specialists, immigration rules and regs, investment counsellors, to help unravel oddities and eventualities, just imagine the Rubik's cube the journey represents to the average, unrepresented buyer or seller, perhaps even ones in the midst of it while trying to digest a purchase or sale, going through a divorce or dealing with a grieving relative, due to a death in the family, even more especially where English is not that individual's first language.