Sentences with phrase «good estate planning tool»

A simple will can be a good estate planning tool for many people, but it is not the right tool for everyone.

The favorable gift tax treatment of 529 plans makes them a good estate planning tool, especially for grandparents.

Not exact matches

Since its launching under the Taxpayer Relief Act of 1997, the Roth Individual Retirement Account — a retirement savings plan with earnings that compound tax free — has transformed into a popular and well appreciated estate and retirement planning tool for most U.S. taxpayers.

Annuity buyouts as investments can as well be used as estate planning instruments for seniors, specifically those who don't like or are unable to sufficiently pay for complex planning tools and trusts.

Very good point that the TFSA is a good estate - planning tool, since there are no capital gains to be paid.

While trusts may well continue to be used for estate planning, they are no longer so effective as a tax - savings tool for the wealthy when the changes come into effect Jan. 1.

«Permanent policies are best suited as estate planning tools for the very wealthy who are facing estate tax situations, or for sophisticated charitable intentions,» says certified financial planner Andy Tilp, president of Trillium Valley Financial Planning near Portland,planning tools for the very wealthy who are facing estate tax situations, or for sophisticated charitable intentions,» says certified financial planner Andy Tilp, president of Trillium Valley Financial Planning near Portland,Planning near Portland, Oregon.

For moneyed individuals, whole life insurance is a good tool for estate planning.

When life insurance is used as a tool in estate planning, it is best to consult an attorney to determine which types of insurance offers the greatest tax advantages for your specific situation.

Financial Advisor / Consultant • Identified and developed leads of prospective clients of financial planning and investment services, focusing on generating sales to potential and existing clients as well as maintaining high - quality customer service, growing client base organically • Developed investment policy statements and strategy guidelines for individuals and corporations, utilizing portfolio theory and asset allocation techniques to manage risk and drive efficient return • Performed needs - based assessments to derive appropriate solutions for individual and corporate clients, generating genuine rapport and establishing productive relationships with clients, colleagues, and staff • Promote high - quality client service with extensive research and the quality presentation and communication of complicated market - and investment - related data • Utilized tools in estate planning, tax planning, investments, retirement, and asset protection to create financial plans and develop investment allocation strategies for high net worth clients

She seeks out the best productivity tools in the real estate market and is skilled at helping to develop a technology engagement plan ensuring accountability benchmarks are in place to achieve measurable success.

Savvy commercial real estate investors know that, with the tightening of federal regulations for banks, oftentimes even the most well - planned projects and financial - strong borrowers get rejected, so hard money loans are an important tool in the real estate investor's toolbox.

Continuous innovation and best value tech tools for real estate industry is what we are all about; we also plan to partner with third party software vendors whenever it makes sense.