Sentences with phrase «of estate planning in place»

Not exact matches

That is, in fact, its whole raison d'être — a high - stakes game of musical chairs in which family members and executive are scrambling for a place in 93 - year - old Sumner Redstone's estate plan.

You accepted the risks of owning real estate going in, and owning a home has an important place in your family's financial plan.

Managing more than $ 2 billion in assets and serving 900 clients throughout the country, CCM brings together in one place the key disciplines of investment, estate, tax, retirement, risk management and philanthropic planning to provide fully integrated wealth management.

We encourage all of our intended parents to have estate planning documents in place that establish legal custody of the baby should something happen to one or both of them during the pregnancy.

One policy, however, was still resolutely in place: the plan to reward 3,000 of the largest estates with an inheritance tax giveaway.

Gov. Andrew Cuomo, an ally of trades unions, struck a deal with the State Legislature in June that would give the Building Trades Council and the Real Estate Board of New York until today to negotiate a fair compensation plan, or the exemption would expire — and the clock ran out with no pact in place.

In place of coping with grass cutting and shrub bed maintenance schedules throughout the spring and summer months, estates bursars and caretakers find themselves planning winter maintenance regimes that focus on keeping the establishment running and reducing to an absolute minimum the risk of injury to those staff and students it serves.

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.

Capital spending on schools reached # 4.5 billion in 2015 - 16, but the NAO says the forecast deterioration in the condition of the school estate is a «significant risk to long - term value for money», and has questioned the government's approach to school places planning.

If there is no surviving joint subscriber, an RESP contract becomes part of the estate of a deceased subscriber and, if proper planning is not in place, the contract's value belongs to the residuary beneficiaries of the estate (for more on this, see «Quebec laws are different,» below).

If you have a proper will or estate plan in place, you will likely answer «yes» to both of those questions.

Frank and his attorney put a plan in place that would allow Frank's survivors to use his life insurance policy to help pay for some of the potential estate taxes that might be owed at his death.

Final expense insurance is also of use for people who have estate plans in place, but worry about the length of time it takes for money to be dispersed as their estate goes through probate.

Trump's plan would also: reduce individual tax rates from 10, 15, 25, 28, 33, 35, and 39.6 to 12, 25, and 33 (previously he proposed 10, 20, and 25); expand the standard deduction from $ 12,600 per couple to $ 30,000 while eliminating personal exemptions (previously he proposed expanding the standard deduction to $ 50,000); cap the amount of itemized deductions a couple could take to $ 200,000; offer U.S. manufacturers the option of fully expensing, instead of depreciating, their equipment in exchange for giving up the deductibility of interest; and tax capital gains beyond $ 10 million at death in place of the estate tax.

The gallery is planning its first exhibition of Polke's work in collaboration with the Estate, which will take place in New York in May 2016.

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;

In my experience, the vast majority of clients engage in estate planning to gain a sense of reassurance that their family will be cared for after their death in the manner that the client thinks is most appropriate, to pay for documents to be prepared without receiving the benefit of legal advice may undermine the entire purpose of the planning in the first placIn my experience, the vast majority of clients engage in estate planning to gain a sense of reassurance that their family will be cared for after their death in the manner that the client thinks is most appropriate, to pay for documents to be prepared without receiving the benefit of legal advice may undermine the entire purpose of the planning in the first placin estate planning to gain a sense of reassurance that their family will be cared for after their death in the manner that the client thinks is most appropriate, to pay for documents to be prepared without receiving the benefit of legal advice may undermine the entire purpose of the planning in the first placin the manner that the client thinks is most appropriate, to pay for documents to be prepared without receiving the benefit of legal advice may undermine the entire purpose of the planning in the first placin the first place.

Naturally, the legal documents to effectuate your ultimate decisions are also a necessary part of the planning process, so make sure your estate planning attorney knows your plan, to make sure everything is in place to meet your legal needs.

A committee application may be required when a person becomes incapable of managing his or her affairs and the necessary estate planning documents are not already in place (e.g. enduring power of attorney and representation agreement).

A major element of his role is to understand the family's needs and concerns and to design and put in place estate planning structures to meet those requirements.

Having a sound estate plan in place gives you the peace of mind of knowing that you have provided for your loved ones and that your hard - earned assets will go where you want them to go after you pass.

The real estate transaction, which took place for a total value of approximately $ 70 million, allowed the transfer of an asset with relevant strategic and historical value, such as the Garage Traversi, to a qualified operator, that will carry on the developing process already begun by the bank, in order to define a transformation plan that will repose the asset on the market with a mixed - use destination.

When I refer to estate planning, I'm speaking specifically of advanced planning you may do with your attorney to provide for liquidity upon death, as well as putting a life insurance policy in place in preparation for estate taxes.

Whole life insurance is a good choice for you if you want to ensure that you have a life insurance policy in place for your entire lifetime and can comfortably afford the premiums, or if it fits within the framework of your estate or retirement plan.

It's important to look at the length of time the policy will be in place, the terms and conditions of the policy, and how the policy fits into your estate planning process.

In the Bitcoin news — Georgian Minister of Justice and other government agencies are already planning on inserting real estate documents to its Blockchain network; India - based Axis Bank will soon begin leveraging distributed ledger tech; Indonesian authorities say they have evidence that Islamic State (IS) militants are using online money services such as PayPal and bitcoin to send money to domestic operatives; Kickstarter - backed Board Game Bitcoin Empire Ships; After announcing its move away from Bitcoin to focus on international fiat transfers, Circle received harsh criticism from cryptocurrency users, who accused the company of doing a U-turn on its USP; Interest in «Bitcoin» according to Google search data shows that the the world's hedge fund capital tops all other places in the Tri-State areIn the Bitcoin news — Georgian Minister of Justice and other government agencies are already planning on inserting real estate documents to its Blockchain network; India - based Axis Bank will soon begin leveraging distributed ledger tech; Indonesian authorities say they have evidence that Islamic State (IS) militants are using online money services such as PayPal and bitcoin to send money to domestic operatives; Kickstarter - backed Board Game Bitcoin Empire Ships; After announcing its move away from Bitcoin to focus on international fiat transfers, Circle received harsh criticism from cryptocurrency users, who accused the company of doing a U-turn on its USP; Interest in «Bitcoin» according to Google search data shows that the the world's hedge fund capital tops all other places in the Tri-State arein «Bitcoin» according to Google search data shows that the the world's hedge fund capital tops all other places in the Tri-State arein the Tri-State area.

If they were to sell their properties and not place the proceeds in a tax - deferred exchange, REITs would have to distribute the money to stockholders and pay taxes, which would in effect shrink the company's asset base, notes Lou Weller, national director of real estate transaction planning at Deloitte Tax LLP in San Francisco.

In 2012, foreign investors plan to place $ 687 million of equity in U.S. real estate assets, according to the Association of Foreign Investors in Real Estate (AFIRE), up from $ 562 million in 201In 2012, foreign investors plan to place $ 687 million of equity in U.S. real estate assets, according to the Association of Foreign Investors in Real Estate (AFIRE), up from $ 562 million in 201in U.S. real estate assets, according to the Association of Foreign Investors in Real Estate (AFIRE), up from $ 562 million inestate assets, according to the Association of Foreign Investors in Real Estate (AFIRE), up from $ 562 million in 201in Real Estate (AFIRE), up from $ 562 million inEstate (AFIRE), up from $ 562 million in 201in 2011.

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In states like Florida and California with large senior populations, an increasing number of elderly homeowners are placing all or most of their assets — including their home — into a trust for tax and estate planning purposes.

So when Disney put the 440,000 sq. ft. of office space in Celebration Place Office Park in its planned community of Celebration, Fla., on the market, buyers were scrambling to make a bid, says Matthew Kelly, vice president of real estate development for The Celebration Co., the Disney subsidiary that sold the buildings.

The company currently has 26 agents and plans are in place to build a team of 30 real estate professionals by the same time next year.

The combination of the two brings a meaningful career to my life, and I plan to continue to carve out a place for myself in Whistler and Pemberton real estate.