Sentences with phrase «in estate planning tools»

With the aging Canadian population, you're seeing a strong interest in estate planning tools and segregated funds are a key part of that.

Not exact matches

The tax differences between Roth IRAs and their traditional counterparts can also make them an attractive estate planning tool, which is why Ryan Payne of Payne Capital Management in New York advises clients to do a Roth conversion if they want the money to go to their heirs.

For people who plan ahead and make annual gifts during their lifetime to children and grandchildren, this can be an effective tool in reducing the size and tax bills of future estates.

Sales Currently Under Development - Your On Line Selling & Estate Selling Provider in Williamsport PA × A FREE online software tool for volunteer management and event planning.

In many planning cases we have been involved in, the TFSA ends up being an estate planning tooIn many planning cases we have been involved in, the TFSA ends up being an estate planning tooin, the TFSA ends up being an estate planning tool.

the money I put in the ROTH will go to the Kids who are in a higher tax bracket so I use the converted money as an estate planning tool.

Wills, estates, trusts and powers of attorney are all common tools used in estate planning.

Magna believes there is a tremendous opportunity to increase awareness, especially in light of the recent tax reform law increasing the federal estate tax exemption, which may eliminate the need for many policies purchased as an estate planning tool.

Magna believes there is a tremendous opportunity to increase awareness, especially in light of the recent tax reform law which raised the amount to be excluded from the federal estate tax, of policy owners who previously used insurance as an estate planning tool.

This guide, published in 2012, is designed to be a practical tool for artists and / or their supporters to use when carefully assessing and identifying the unique estate planning needs and concerns specific to the visual arts.

Aaron Street: Yeah I mean I think this can be taken too far, so if you had an example like Brad where he only represents criminal defendants and therefore there's no risk of him having a conflict come through the site when he's getting actual information about actual cases, but you could see in a litigation, let's say a family law lawyer, if their website were trying to collect information to provide tools as both an intake and access to justice solution that you potentially run into tremendous conflicts of interest problems there and I think obviously any lawyer considering pursuing this for their firm should think through the implications of their particular situation, but I think what Brad's doing is awesome in the context of his criminal law practice and I think there are versions of a similar model that could be used in something like your debt collection defense practice or a small business startup practice or an estate planning practice, but that doesn't mean that it's a model that should be replicated by every lawyer in every practice.

screen you to make sure you do not continue if you are ineligible to use a simple will in place of more complex estate planning tools;

For example, depending on whether the family is resident in a common - law country or bound to the laws and regulations of a civil - law country, the estate planning tools or testamentary dispositions may vary.

We will talk through your family and financial situation in order to match you with the estate planning tools that accomplish your goals.

Looming changes to the Income Tax Act introduce a «whole new world» to the future of estate planning in Canada, calling into question the value of the use of trusts as a tool to achieve tax savings on investments.

Also commonly referred to as Joint Survivorship or Second - to - Die life insurance, this policy option can be an effective tool in meeting your clients» estate planning needs.

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.

Farm Bureau's portfolio of products can be divided into two parts: insurance policies and financial tools to prepare you for the uncertainties in the future such as retirement and business or estate planning.

Survivorship policies are effective tools often used by wealthy individuals in estate planning.

Some of the advantages of survivorship life insurance are cost, and as a useful tool in estate planning.

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

Professional Experience Waddell & Reed (Naperville, IL) 2009 — Present Financial Advisor • Identify and develop leads of prospective clients of financial planning and investment services, focusing on generating sales to potential and existing clients and maintaining high - quality customer service • Establish investment policy statements for individuals utilizing portfolio theory and asset allocation techniques to manage risk and drive efficient return • Employ tools in tax planning, investments, retirement strategies, education savings, asset protection, and heath care needs to address client concerns • Provide comprehensive estate planning services, including the drafting of wills and other legal documents

In speaking to Kate Berg — the new CEO of MRE (Mobile Real Estate, LLC)-- about this, she emphasized that MRE takes this need, in particular for real estate agents, to heart in their planning for the next generation of tools to help agents generate and manage more leads to close more businesIn speaking to Kate Berg — the new CEO of MRE (Mobile Real Estate, LLC)-- about this, she emphasized that MRE takes this need, in particular for real estate agents, to heart in their planning for the next generation of tools to help agents generate and manage more leads to close more busEstate, LLC)-- about this, she emphasized that MRE takes this need, in particular for real estate agents, to heart in their planning for the next generation of tools to help agents generate and manage more leads to close more businesin particular for real estate agents, to heart in their planning for the next generation of tools to help agents generate and manage more leads to close more busestate agents, to heart in their planning for the next generation of tools to help agents generate and manage more leads to close more businesin their planning for the next generation of tools to help agents generate and manage more leads to close more business.

Working together, we aim to help all members achieve strong financial footing by offering resources and other tools for wealth - building, business - planning, and investing in real estate.

Educational Resources The Credit Union also provides free and confidential financial counseling and education, in addition to literature, videos, tools and webinars, such as «7 Financial Habits of Highly Successful Real Estate Professionals» and «Your 2017 Business Plan.»

In 2007 Combs plans to cover lots of ground, helping to push forward a variety of real estate — friendly measures in Congress and making NAR's valuable business tools more visible and accessible to memberIn 2007 Combs plans to cover lots of ground, helping to push forward a variety of real estate — friendly measures in Congress and making NAR's valuable business tools more visible and accessible to memberin Congress and making NAR's valuable business tools more visible and accessible to members.

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.

At ZipCeleb, we offer a build - your - own package plan, where we provide you with the marketing tools & services you need to exponentially grow your real estate business and presence in your local and online community!

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.