Sentences with phrase «including estate planning»

Palm Springs, California About Blog We offer sophisticated legal representation in a variety of areas, including estate planning, probate, trust administration and litigation, tax planning and disputes with the IRS and California tax authorities, with a particular emphasis on residency issues Frequency about 1 post per month.

If their income allows, some, too, opt to purchase a permanent life insurance policy as well to meet other financial goals, including estate planning or charitable giving.

Your retirement plan has many components to it — including estate planning.

Additionally the Firm provides private services to individuals including estate planning services and real estate transactions.

Inter Vivos is an estate planning law firm offering customized planning solutions including Estate Planning, Tax Planning, Asset Protection Planning, Business Planning, Legacy Planning and Estate Administration.

LM Inter Vivos is an estate plan - ning law firm offering cus - tomized planning solutions including Estate Planning, Tax Planning, Asset Protec - tion Planning, Business Plan - ning, Legacy Planning and Estate Administration.

Tax attorneys deal with a variety of tax - related issues, including estate planning, domestic and international business, the IRS, and more.

Prepare for your first meeting or call with a trusts and estates lawyer using Priori's estate planning resources, including our estate planning worksheet.

She works with clients in all areas of estate law including estate planning through wills, powers of attorney, personal directives, and trusts; estate administration; and estate mediation and litigation.

Trapp Law, LLC, also provides a variety of other legal services, including estate planning, real estate, guardianship and bankruptcy, even in the context of divorce.

Our attorneys are well versed in a wide range of practice areas, including estate planning and estate litigation, accidents and personal injury, criminal defense, commercial litigation and many other areas of the law.

I learned a ton from the lawyers who agreed to mentor me — including that estate planning wasn't for me.

Novy's radio show, Inside the Law, focused on topics of concern to senior citizens, including estate planning, wills and powers of attorney.

We also assist corporate owners with their personal legal needs, including estate planning and succession planning.

We focus on the full spectrum of the practice, including estate planning, fiduciary litigation, estate administration, and more.

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

Then I tie all this investment advice into a financial plan that may include an estate plan, a retirement plan, an income tax plan and / or an insurance plan.

Barry Seltzer, a real estate lawyer and former Ontario Real Estate Association instructor, expanded his business some years ago to include estate planning.

What's more, you should consider the way your distribution strategy affects your overall financial plan, including your estate plan, charitable giving, and — perhaps most important — the level of diversification in your portfolio.

Topics include estate planning, probate, personal injury and bankruptcy cases and issues.

Jacqueline Messler's practice includes estate planning, business succession planning, marital property agreements, guardianships, probate, and trust administration.

My practice includes estate planning and administration as well as commercial and residential real estate work.

He served as the 2012 Chair of BASF's Estate Planning, Trust & Probate Section His practice includes Estate Planning & Administration, Probate & Trust Litigation, Collaborative Practice, Mediation, Conflict Coaching, Elder Law & Taxation.

Michelle N. Daly, Esq. has developed an independent law practice by taking on cases from several legal areas; cases include estate planning, drafting contracts, negotiating contract disputes, criminal defense, personal injury, landlord / tenant cases, traffic cases, business creation and development, establishing legal entities, LLC filings and publication, and mediations, among others.

Prepared and successfully implemented a marketing plan for sale of credit that includes estate planning, loan disbursement and investment management

Barry Seltzer, a real estate lawyer and former Ontario Real Estate Association instructor, expanded his business some years ago to include estate planning.

Other linked sections include estate planning calculators, individual retirement accounts (IRAs), business continuity, elder law, and sources for locating lawyers and state agencies that assist the elderly in your area.

Not exact matches

Moving that asset into a well - diversified investment portfolio, one that maximizes after - tax income while continuing to build wealth, requires ceding some control to experts, including, but not limited to, a financial advisor, a CPA and an estate - planning attorney.

Estate Assist is a life planning and identity theft product that includes the secure storage of important personal, financial and digital assets.

Talk to your kids about which items they might want, he said, and include in your estate plan pictures and a detailed list of who gets what.

And despite warnings of a Canadian real estate bubble (including our own), there are hundreds more planned.

Her expertise includes saving and investing for retirement, paying for college, managing mortgage, student loan, credit card and other debt, and building a financial legacy through estate planning.

Make sure your family gets what it needs by including a disclaimer provision in your estate plan.

Wealthy Americans, including President Donald Trump, stand to benefit handsomely from the tax plan, thanks to proposals to eliminate the estate tax and the alternative minimum tax, among others.

In late February, the B.C. government unveiled its provincial budget that included a housing plan aimed at improving affordability in the real estate market.

Also include in your estate planning a financial power of attorney, health power of attorney and advance medical directive, so you know that someone you've designated will have a say in what happens (or you'll have left directions) in case a debilitating issue prevents you from making decisions for yourself.

Actions that are considered Centennial Planned Gifts include making estate plans through a will or a living trust; creating a charitable remainder trust and naming the Business School as the remainder beneficiary; entering into a charitable gift annuity agreement with the School; naming Columbia as the beneficiary of a life insurance policy or retirement plan; or establishing a donor - advised fund at Columbia.

The list of business tycoons who plan to leave only a portion of their estates to their kids includes, from left, Bill Gates, Warren Buffett and Ted Turner (not pictured).

The author's extensive knowledge of the space and his comfort explaining make his reasoning compelling: real estate is an important asset class, good financial plans include multiple asset classes.

He is a Certified Specialist both in Taxation Law and in Estate Planning, Trust & Probate Law (The State Bar of California, Board of Legal Specialization) admitted to practice law in California, Hawai'i and Arizona (inactive), specializing in Federal and state civil tax and criminal tax controversy matters and tax litigation, including tax - related examinations and investigations for individuals, business enterprises, partnerships, limited liability companies, and corporations.

Other goals remain close behind, including income production (4.1), asset value growth (4.0), tax purposes (3.7) and estate planning (3.5).

This discussion also does not consider any specific facts or circumstances that may be relevant to holders subject to special rules under the U.S. federal income tax laws, including, without limitation, certain former citizens or long - term residents of the United States, partnerships or other pass - through entities, real estate investment trusts, regulated investment companies, «controlled foreign corporations,» «passive foreign investment companies,» corporations that accumulate earnings to avoid U.S. federal income tax, banks, financial institutions, investment funds, insurance companies, brokers, dealers or traders in securities, commodities or currencies, tax - exempt organizations, tax - qualified retirement plans, persons subject to the alternative minimum tax, persons that own, or have owned, actually or constructively, more than 5 % of our common stock and persons holding our common stock as part of a hedging or conversion transaction or straddle, or a constructive sale, or other risk reduction strategy.

Family Office Services includes everything from financial and estate planning to assistance with investments, insurance, taxes, real - estate holdings, banking solutions and philanthropy.

With years of experience serving business owners and ultra-high net worth families, Atlas advisors address every aspect of complex financial situations, including intergenerational wealth transfer, philanthropy, real estate, concentrated stock, business ownership, retirement plan design, and more.

Non-investment related business includes, without limitation, advising in or selling any type of insurance product, advising in or selling any type of mortgage service, estate and tax planning or tax return preparation.

As to the GDF, the same Plan Description advised Sulyma that the asset mix of the GDF included «domestic and international equity, global bond and short - term investments, hedge funds, private equity, and real assets (e.g. commodities, real estate & natural resource - focused private equity).»

I was a private Wealth Manager and worked with ultra high - net worth individuals and families managing their entire wealth picture including their finances, investments, tax and estate planning needs.

«Basic needs» include the management of investments and cash flow, and the structural elements of income tax planning, estate planning and insurance, among other disciplines.

Topics include stock and option trading, retirement funds, college saving, tax planning, debt and budgeting, charitable giving, estate tax planning, life insurance needs analysis, and much more.

Her areas of expertise include developing and understanding a personal budget, planning for college expenses, managing risks, tax planning, achieving financial independence, and estate planning.