Sentences with phrase «new estate planner»
Tell your estate attorney to set a trust up now or you're going to find a new estate planner.
http://www.hinermangroup.com/ Not exact matches
The first thing to emphasize with clients, said Roger Ma, certified financial planner and founder of financial planning firm lifelaidout, is not only their new home state's income taxes — if there are, indeed, any — but all its other taxes, such as property taxes, sales taxes, inheritance and estate taxes.
Taxpayers who itemize deductions on Schedule A are also eligible to deduct real estate taxes paid on a primary residence, said Laurie Samay, a New York - based certified financial planner with Palisades Hudson Financial Group.
Of course, certain lawyers and other estate planners (your correspondent among them) will also have to turn to more productive work when the law no longer makes it easy to propose a six - figure tax - saving strategy after just 15 minutes of conversation with a new client.
My new financial planner reminded me with a smile that my hubby and I may have made some great real estate moves, but we dropped the ball on liquidity.
«Whether my clients want a referral to a real - estate agent, financial planner, stylist, salon, vacation, or new restaurant, I'll do what I can to point them in the right direction.»
«When the egg nog and mistletoe have worn off,» says Gary Garland, an accredited estate planner with New York - based Integrated Wealth Solutions, «the debts you incur will last far longer than the fragrances of the holiday.»
Plus, 5 questions to ask your estate planner after the new tax law, and what happens to your social media estate after you die?
Estate planners are afraid that the December 2 effective date will fall through the cracks of debate over a tax bill in general, and be kept as an unintended consequence of any new legislation.
The Ontario government's All Families are Equal Act will resolve some legal questions in cases involving frozen reproductive material, but with reproductive technology still in its infancy, estate planners will be charting new territory for years to come, says Toronto trust and estate lawyer Jessica Feldman.
Developed networks with Mortgage Planners, Real Estate Advisor and Tax Advisors to aid in generating property and casualty business resulting in $ 245,000 in new premium annually.
Just in time for your new 2017 calendar planners: the top commercial real estate events for industry professionals.
Toronto's red hot real estate market is fuelling a push to tear down homes on valuable land and replace them with newer, bigger ones, sometimes to the dismay of urban planners.
In his new position, Stern will manage internal administrative and technical operations as well as staff economists, real estate and financial experts, appraisers and planners.
Roger Ma, a New York - based certified financial planner and founder of the financial planning firm lifelaidout, said most real estate agents are not personal finance experts.