Sentences with phrase «for estate planning clients»

Ensure you have some helpful information for estate planning clients on your website.

Not exact matches

It's critical for financial planners and investment advisors to work closely with their clients» estate planning experts, because they're able to spot problems early, while there is still time to fix them.

To help advisors and their clients make the most of these assets, we identified seven frequent and costly mistakes that they can make when performing estate planning for retirement assets and how to avoid them, including:

Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning and other legal matters.

She specialises in advising private clients and financial institutions on onshore UK and offshore tax, trusts and estate planning, with particular emphasis on planning for UK resident non-domiciliaries.

With the recognition that estate planning is a cooperative task, the Council started as, and continues to be, a carefully selected group of qualified specialists in their own fields who have the necessary knowledge and experience to accomplish the broad goal of estate planning for the best interest of the client and his or her beneficiaries.

Mark's primary areas of expertise include: assisting clients with substantial private businesses manage the growth from a financial and strategic perspective advising high net worth clients on succession and estate planning issues helping clients achieve the optimal value for their business upon disposal on an after tax basis analysis of business performance assisting clients with debt raising issues structuring client's affairs for maximum tax benefits.

For five years, he served as vice president, managing director of the Wealth Management Consulting area, which provided tax and estate - planning support to advisors and their affluent clients.

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.

Rosenstein & Associates provides legal services to its clients in all business related matters, including: business formations; business & corporate litigation; transactional matters (contractual matters); wills, trusts and estate planning; assistance with filing for copyrights and trademarks; real estate transactions; asset protection; assistance with tax audits and litigation, asset protection and if necessary, reorganization of a business including providing for protection by filing of a business Bankruptcy.

Almost all clients view variable universal life as similar to whole life and universal life, buying these policies for family protection or associated with estate planning.

Another Murrells Inlet client that was in the early stages of planning for bankruptcy was pleased to learn that his large retirement plans are safe from creditors, even as they make plans to give up many of their real estate investments gone bad and get ready to be free of millions of dollars of real estate debt.

Ensure their estate planning documents are up - to - date, and clarify which estate planning documents (wills, trusts, power of attorneys, etc.) would be beneficial for the client to have

We offer this unique, flexible tool specifically for clients looking to plan for and protect long - term financial needs, such as wealth transfer and estate considerations.

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

Financial planner: This professional helps clients develop a plan for realizing their financial objectives and provide an assessment in almost every financial area ranging from estate planning, retirement, and taxes to insurance, investments, and savings.

It's also time to tell your Broker Dealer that since estate planning is over, you want them to stop spending enormous resources (that you the Rep end up paying for - your payout is the BD's only income source) supporting obsolete software platforms, and start supporting ones that better give clients what they want and need.

We take great pride in helping our clients make their wealth building efforts more efficient through properly structuring the mortgage financing for their real estate investment portfolios (always putting client long - term estate and financial goals at the core of the plan).

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

Estate Planning Attorney Richard Gershberg of Gershberg & Associates, LLC, in Owings Mills, MD explains, «The majority of our clients who set up pet trusts are single with no children; their pets being their children, they want to ensure that their pets will be well cared for in the event of the client's death or inability to care for the pet due to mental incapacity.

Virtualiis, is a marketing tool for off the plan developments helping architects, town planners, developers and real estate agents promote constructions to their clients.

After he builds rapport with the clients on the leases, it's not rare for the rancher to ask Josh to review the estate planning and generational transfer issues.

You don't know for sure how many clients will seek to have their estate plans revised or will die and set into motion the probate process.

For example, a client who initially requests a «simple will» might benefit from more advanced estate planning services or the incorporation of a trust into a will.

Personal injury clients, for example, are looking for something very different than what might attract a wealthy estate planning client.

Estate plans may range from a simple will - based estate plan for clients with modest estates to a complex estate plan involving family limited partnerships and tax - driven trusts for more wealthy clEstate plans may range from a simple will - based estate plan for clients with modest estates to a complex estate plan involving family limited partnerships and tax - driven trusts for more wealthy clestate plan for clients with modest estates to a complex estate plan involving family limited partnerships and tax - driven trusts for more wealthy clestate plan involving family limited partnerships and tax - driven trusts for more wealthy clients.

If you want to do estate planning, for example, you need to be the one that a financial planner thinks of when they suggest a client do a will or an attorney thinks of when they have a conflict or would rather spend their time in the courtroom.

For clients, it not only makes it easy for them to provide their estate - planning information, but it also serves as a repository for their digital assets and Internet passworFor clients, it not only makes it easy for them to provide their estate - planning information, but it also serves as a repository for their digital assets and Internet passworfor them to provide their estate - planning information, but it also serves as a repository for their digital assets and Internet passworfor their digital assets and Internet passwords.

When a client first signs up there is a brief questionnaire asking for all of the information needed to create their estate plan.

Brach Eichler's Trusts & Estates Practice Group provides state - of the - art planning for clients and their families, as well as estate / trust administration.

We have represented clients who have purchased large tracts of vacant land, sometimes consisting of separate parcels, for shopping center developments; sold developed real estate as well as vacant ground; and bought partial interests in high - rise office buildings and other developed or planned properties.

For the past 37 years I have enjoyed working directly with my clients including Estate Planning and Personal Injury litigation.

Larry guides clients through the complexities of estate planning; the preparation of wills, trusts and related documents; and planning for closely held businesses, including corporate restructurings and recapitalizations, gift planning, income tax planning, and charitable planning.

In some private law firms, workload standards may be set for measuring the more routine work that is performed for non-business client matters, such as real estate closings, bankruptcies, personal injury matters and preparation of simple estate plans.

Assisting clients with estate planning, essential documents (POA, Last Will and Testament), special needs trusts, probate, and Medicaid eligibility for nursing home residency.

«Camilla Wallace's private wealth practice includes estate and tax planning for UK individuals, and she also advises clients with assets in multiple jurisdictions on wealth - structuring matters.

Our goal is to provide quality estate planning quickly and efficiently for our clients.

Our tax attorneys assist with planning for real estate transactions, design Section 1031 exchanges, and advise our clients regarding the Massachusetts deeds excise tax and real estate transfer taxes in neighboring states.

Another one that I really think all attorneys can be using and it's one that I recommend a lot for my clients and my estate planning practice is a password manager app.

If the client will need to gather information for you, provide them with a list of documents or develop forms to help them give you necessary information, such as a chart to record complaints and doctor's visits in a personal injury case, a log to track contacts or problems with a difficult spouse in a matrimonial proceeding, or a spreadsheet to record account information for estate planning.

A client who just asks for a will may actually want an estate plan.

«Cantor & Webb has a team which has a vast knowledge of estate planning structures in jurisdictions such as Mexico, Venezuela and the United Kingdom, are invaluable to private clients who seek financial security for their families.

Nicole acts for many high net worth individuals and her work includes advising on inheritance tax and estate planning via wills and trusts; the administration of estates, often with an international element; Court of Protection matters, including deputyships, lasting powers of attorney and enduring powers of attorney; elderly client matters; and declarations of trust.

The business law firm provides clients with counsel for business formations, succession planning, buying and selling businesses, employee and consulting agreements, customer, vendor and construction agreements, and real estate matters.

As counsel in the Firm's Wealth Management Practice Group, Renat Lumpau will continue to focus his practice on providing sophisticated tax and estate planning advice for U.S. and international clients.

For solo and small firm lawyers, limiting the claims exposure of your estate also means having a contingency plan ready in case, whether due to death, illness, or any other cause, you can't continue acting for clienFor solo and small firm lawyers, limiting the claims exposure of your estate also means having a contingency plan ready in case, whether due to death, illness, or any other cause, you can't continue acting for clienfor clients.

Beatrice's primary focus is on international tax, trusts and estate planning for UK and non-UK resident and domiciled clients.

Notable mandates: Successfully represented Toronto mayor Rob Ford in a libel and defamation action; representing former Liberal MP Borys Wrzesnewskyj in litigation proceeding contesting election in Etobicoke Centre; acting on the establishment of a large residential real estate private equity fund; a complex reorganization of an existing real estate private equity fund into private REIT, the investors in which include several of Canada's largest pension plans and mutual funds; acted for the purchaser in excess of 230 quick service restaurants in Ontario, B.C., and Quebec; acted for management in a proxy dispute involving an interlisted TSX and ASX company, involving various interest holders in several international jurisdictions; represented Pharmascience Inc. at Federal Court of Canada; represented clients such as Apotex Inc. in trademark dispute; represented Canadian Generic Pharmaceutical Association in matters before the Trademark Opposition Board.

The logic being that the clients of an insurance salesman, for example, would be good potential clients for an estate planning attorney since they are in the market for somewhat related services.