Sentences with phrase «high estate taxation»

Lynam says New York's relatively high estate taxation rate harms it's competiveness, and lowering the rate could encourage some wealthy people to remain in the state.

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.

(and the gain is not tax free) The real cause of the increase in debt - to - income ratio is the following; 1) High taxation leaving fewer dollars in the hands of the public 2) Record low interest rates and relaxed lending criteria 3) The wealth affect of increasing Real Estate prices 4) ridiculous credit card interest rates 5) lack of real wage growth

Despite high overall taxes owed when combining these four levels of taxation at the disposition of an investment property, one aspect of the tax code provides real estate investors with a significant tax advantage.

«Developments and in - depth articles on estate planning and taxation, asset protection, business succession planning, fiduciary issues, high - net - worth families and family offices, insurance, investments, marketing, multigenerational values, philanthropy and retirement benefits.»

He works with ultra and high - net - worth individuals advising on Wills, succession planning, tax mitigation and the taxation and administration of trusts and estates, together with charity law and probate issues, both contentious and non-contentious.

She advises on all areas of private client work encompassing both lifetime and estate planning for high net worth individuals, which includes will drafting and trust formation, administration and taxation.