Sentences with phrase «maximum value of your estate»

With a carefully managed plan, you're assured that the maximum value of your estate will successfully pass on to your heirs.

Not exact matches

Another item to keep in mind: In Delaware, there is a 2 % real estate transfer tax on the value of property unless there is also a local transfer tax, in which case the maximum rate becomes 1.5 %.

Mark's primary areas of expertise include: assisting clients with substantial private businesses manage the growth from a financial and strategic perspective advising high net worth clients on succession and estate planning issues helping clients achieve the optimal value for their business upon disposal on an after tax basis analysis of business performance assisting clients with debt raising issues structuring client's affairs for maximum tax benefits.

CREM can be defined as the management of the real estate portfolio of a corporation by aligning the portfolio and services with the needs of the core business in order to obtain maximum added value for the business and an optimal contribution to the overall performance of the organisation.

Given falling property values in much of the nation, this year's loan limits are likely to be lower in many areas as last year's formula for calculating maximum FHA loan amounts was based on «real estate bubble» prices that are expected to be significantly lower this year.

Either way, the maximum amount owed is $ 500,000 and the Lien Holder can not come after the estate for the difference between the accrued balance and the current value of the property.

EstateWise provides the maximum amount of tax - free estate transfer and also builds cash value over time.

Most reliable financial advisers recommend term insurance for basic survivor income protection needs (again, for maximum efficient use of one's limited capital), and cash value insurance for specific non-income needs such as estate taxes and other aspects of wealth preservation.

If you designated your family living trust as such, the death benefit of your cash value life insurance policy will flow into the trust and your successor trustee will have the obligation to manage it and utilize the tools provided in your living trust for the maximum benefit of your estate and your beneficiaries.

ATLANTA — Corporations looking to dispose of surplus space in these turbulent times are turning to creative disposition techniques such as auctions to create maximum value for unwanted properties, according to a panel of corporate real estate professionals.

As real estate agents consider how to utilize these tools to their maximum potential, agents must learn how to deliver value without succumbing to the potential negative consequences of the connected sales environment that increased technology usage has fostered.