Sentences with phrase «how estate assets»

Experienced lawyers prepare for mediation by exploring how estate assets can be divided on a tax efficient basis.

Not exact matches

As Ethereum lets developers create their own cryptocurrency, Kassim explains how the platform plans to take real estate assets and «tokenise» each asset, giving everyone the opportunity to buy and sell those «tokens», without the overhead of a bigger entity to handle the process.

«If you don't create an estate plan, you're letting the courts decide how to divide your assets, which may not reflect your wishes, particularly if you have children or specific distribution desires,» Clapp said.

Their due diligence should focus on how you turn an asset long subsidized by lucrative real estate sales into a pure - play resort operator and make money at it.

«If you don't create an estate plan, you're letting the courts decide how to divide your assets, which may not reflect your wishes.»

Some of McClendon's creditors want a say over how the stake will be disposed of by his estate, viewing the basketball team as one of his few assets of value, according to a copy of a transcript from a May 13 hearing in probate court.

Takeover specialists and their investment bankers pore over balance sheets to find undervalued real estate and other assets, and to see how much cash flow is being invested in long - term research and development, depreciation and modernization that can be diverted to pay out as tax - deductible interest.

Depending on how the trust is structured, the donor enjoys a current income, gift, or estate tax deduction on the donated assets.

Depending on how the trust is structured, the donor enjoys a current income, gift, or estate tax deduction on the assets donated to the trust.

Winterberg says advisors have to offer an equivalent robo - advisor service but also make clear that they do much more than just «turnkey asset management and stock selection... This week of all weeks they should be saying that to clients, how they create financial plans and go beyond just investments but talk about cash flow, taxes, estate plans and college planning.

To give you a better understanding of how rising interest rates negatively affect the principal portion of a dividend yielding asset just think about real estate.

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:

On April 28, Fox Business journalist Maria Bartiromo sat down with Blackstone Group LP (NYSE: BX) Chairman and CEO Steve Schwarzman, to probe how the recent $ 23 billion real estate asset purchase from General Electric Company (NYSE: GE)'s GE Capital came to fruition.

The best investment strategy for you will depend on the value of your assets, how much income you have from other sources, your monthly expenses, your goals for retirement, your desire for leaving an estate, and more.

With growing numbers of clients with substantial portions of their assets in qualified retirement plans, it is more important than ever to understand how these unique accounts can affect their estate plans.

Richard: Great insight as always, and last time we talked about the commercial real estate bubble and we thought today we'd do a special focus on the millennial generation and how financial repression through repressed interest rates and quantitative easing has resulted in asset bubbles that ultimately have affected the millennial generation in terms of their values, how they look at the economy and life and the way they're conducting themselves in the economy: what they're facing in terms of the housing market and the job situation.

Last time we talked about the commercial real estate bubble and we thought today we'd do a special focus on the millennial generation and how financial repression through repressed interest rates and quantitative easing has resulted in asset bubbles that ultimately have affected the millennial generation in terms of their values, how they look at the economy and life and the way they're conducting themselves in the economy: what they're facing in terms of the housing market and the job situation.

Kathleen Peddicord, publisher of the Live and Invest Overseas group, opens her 2013 book, How to Buy Real Estate Overseas, by stating: «The idea of diversifying your investments, your assets, your life and your future overseas can seem frightening, intimidating, even paralyzing.

The company uses the principles of Modern Portfolio Theory and asset allocation to create a portfolio of stocks, bonds, and real estate based on how much risk is right for you.

Examples of these risks, uncertainties and other factors include, but are not limited to the impact of: adverse general economic and related factors, such as fluctuating or increasing levels of unemployment, underemployment and the volatility of fuel prices, declines in the securities and real estate markets, and perceptions of these conditions that decrease the level of disposable income of consumers or consumer confidence; adverse events impacting the security of travel, such as terrorist acts, armed conflict and threats thereof, acts of piracy, and other international events; the risks and increased costs associated with operating internationally; our expansion into and investments in new markets; breaches in data security or other disturbances to our information technology and other networks; the spread of epidemics and viral outbreaks; adverse incidents involving cruise ships; changes in fuel prices and / or other cruise operating costs; any impairment of our tradenames or goodwill; our hedging strategies; our inability to obtain adequate insurance coverage; our substantial indebtedness, including the ability to raise additional capital to fund our operations, and to generate the necessary amount of cash to service our existing debt; restrictions in the agreements governing our indebtedness that limit our flexibility in operating our business; the significant portion of our assets pledged as collateral under our existing debt agreements and the ability of our creditors to accelerate the repayment of our indebtedness; volatility and disruptions in the global credit and financial markets, which may adversely affect our ability to borrow and could increase our counterparty credit risks, including those under our credit facilities, derivatives, contingent obligations, insurance contracts and new ship progress payment guarantees; fluctuations in foreign currency exchange rates; overcapacity in key markets or globally; our inability to recruit or retain qualified personnel or the loss of key personnel; future changes relating to how external distribution channels sell and market our cruises; our reliance on third parties to provide hotel management services to certain ships and certain other services; delays in our shipbuilding program and ship repairs, maintenance and refurbishments; future increases in the price of, or major changes or reduction in, commercial airline services; seasonal variations in passenger fare rates and occupancy levels at different times of the year; our ability to keep pace with developments in technology; amendments to our collective bargaining agreements for crew members and other employee relation issues; the continued availability of attractive port destinations; pending or threatened litigation, investigations and enforcement actions; changes involving the tax and environmental regulatory regimes in which we operate; and other factors set forth under «Risk Factors» in our most recently filed Annual Report on Form 10 - K and subsequent filings by the Company with the Securities and Exchange Commission.

> June 7 — The Future of Alternatives: Disruptive Trends Impacting Private Asset Classes (PwC Tower, 18 York St., Toronto) Find out how experts in private alternative asset classes such as Private Equity, Real Estate, Infrastructure and Agriculture are addressing risks and opportunities from disruption and innovation when assessing future investment opportuniAsset Classes (PwC Tower, 18 York St., Toronto) Find out how experts in private alternative asset classes such as Private Equity, Real Estate, Infrastructure and Agriculture are addressing risks and opportunities from disruption and innovation when assessing future investment opportuniasset classes such as Private Equity, Real Estate, Infrastructure and Agriculture are addressing risks and opportunities from disruption and innovation when assessing future investment opportunities.

This extended time frame demonstrates just how complex it is to significantly change sourcing strategies because the impact encompasses real estate, assets, processes and P&L s that are firmly entrenched across the extended enterprise.

There is also information on the important policies and processes that schools should have in place, guidance on how to plan estate projects, and tips on making the most of property assets.

Asset allocation is just a fancy term for describing how much of different investment classes - stocks, bonds, cash, real estate, precious metals, rare Cabbage Patch dolls - you should have in your portfolio.

Robert Kiyosaki, author of the «Rich Dad Poor Dad» series, shares how generating income through assets, such as real estate and rental properties, can help you achieve wealth in the future.

How much more diversification benefits can real estate, infrastructure, commodities, or even more exotic asset classes provide?

You can never give up your discretionary responsibility for how those assets are handled, so if your «helper» does a terrible job and the estate suffers losses as a result, you can be held liable for those losses.

A third option would be to name your estate as the beneficiary of your life insurance policy and then draft a will that states how you wish to divide your assets and you can name your significant other as the beneficiary of the life insurance benefit.

Asset Allocation means how should you divide your money between various asset categories or classes such as equity, bonds, real estate, gold and Asset Allocation means how should you divide your money between various asset categories or classes such as equity, bonds, real estate, gold and asset categories or classes such as equity, bonds, real estate, gold and cash.

Knowing how your state distinguishes between shared and separate income and assets makes tax preparation and estate planning easier.

I am pretty comfortable with equities and stocks though, having been a stock investor for 2 decades, so rebalancing into stocks has never been an issue for me; it's more to do with trusting how other asset classes are expected to behave in the long term (e.g. precious metals, real estate, commodities).

It's important to understand how to take ownership of assets in the future and to review your estate plan from time to time.

By taking into account your risk tolerance, diversification and asset allocation, investment plans are typically designed to help you decide how much to invest in stocks, bonds, cash and real estate in order to maximize your returns.

In this post, let us understand the tax implications on various asset classes, how are the returns / gains from various asset classes like Stocks, Mutual Funds, Real Estate, Bonds, Gold etc., taxed?

And how do you handle a real estate bubble in your asset mix?

That being said, it still makes sense to carefully consider how any reduction in assets for your heirs caused by a loan would affect your estate planning before taking out a loan.

Great topic and question for newbie investors wondering whether or not they can buy a rental property and just how much risk they should be thinking about when it comes to investing in this tangible asset of real estate.

Regardless of the value of your estate, it's important to establish a plan for how your assets are distributed at your death.

An estate plan includes your will as well as any other directions on how you want your assets distributed after your death.

The projected tax liability of the grantor's estate and the type of estate assets are the primary factors in deciding how much insurance to purchase.

As a smart investor, you decide your own asset allocation, that is, how much money should be invested into equity, bonds, real estate, gold and cash.

Regardless of how long it takes the administrator to distribute the assets from the estate of the deceased, your right to any future distribution is a part of the bankruptcy estate.

It is estimated only a couple thousand people will pay any federal estate taxes this year... how many will die and need to pass assets?

In most cases, password sharing is discouraged so it's still unclear exactly how digital assets should be managed posthumously but recording your preference in an estate plan can't hurt.

Your partner will probably have left a «will», or legal document that sets out how they wanted their «estate», or personal assets, to be distributed after their death.

The presentation focuses on the equity asset classes (U.S.and international, large and small cap, growth and value and real estate) every equity investor should own, how to select the best performing mutual funds, the pros and cons of index funds, the best balance of equity and fixed income funds and how to maximize distributions in retirement without taking the risk of running out of money.

Because real estate is a hard asset (i.e., has an intrinsic value like a commodity), investors want to know how much per unit you are asking them to pay.

State law will determine how far back the trustee can go to undo any fraudulent transfers and bring assets into the bankruptcy estate.

Regardless of how big or small the company is, publicly traded companies typically don't want depreciation of real estate assets on their books, and as a result, they're better served by leasing.

But in frontier markets, investors have little clue how the major asset classes might perform in relative terms, so VOF's more diversified equity, real estate & unlisted / private equity portfolio is attractive & it's actually delivered a superior long - term performance.