Sentences with phrase «of estate planning strategies»

Our firm focuses exclusively on family law matters including divorce, division of marital assets, legal separation, child custody, paternity issues and child support; the implementation of estate planning strategies and the issues surrounding the injury or death of a loved one.

Wealth Management: counsels multiple generations of domestic and international families on all aspects of wealth management, including development and implementation of estate planning strategies designed to minimize taxes and preserve family wealth.

Not exact matches

Individuals with a net worth of close to or more than $ 11 million ($ 22 million for couples) can still lower the tax hit to their heirs with the use of trusts and estate - planning strategies.

Most important: consult an estate - planning lawyer to determine which combination of strategies will work best for you.

Just consider the financial risks entrepreneurs run, for example, if they give company stock to their children as part of a long - term estate - planning strategy — only to have the IRS step in years later and challenge the claimed taxable value of the gifts.

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.

Estate taxes may now be an issue and you may want to explore various estate planning strategies to reduce your taxes or minimize the impact of those Estate taxes may now be an issue and you may want to explore various estate planning strategies to reduce your taxes or minimize the impact of those estate planning strategies to reduce your taxes or minimize the impact of those taxes.

He is also a Partner at HPM Partners where, with his 32 partners and 50 associates in six offices, he works with owners of businesses on their growth strategies, M&A, financing, liquidity, wealth management, cross - border / multi-national issues, estate planning and tax strategies; and for his multi-generational and family clients, he brings several lifetimes of dealing with family dynamics, trusts, business - ownership, family charters and youth education as a member of two large, historic business families.

Purchasing any kind of real estate during a hot, sellers» market would be against my buy low, sell high strategies, so my real estate investing plans will be put on hold until the markets soften.

Regardless of who ends up in Gracie Mansion, an administration change means a strategy adjustment for developers, who have spent more than a decade getting used to Bloomberg's taste in real estate projects as well as how his key appointees — from City Planning Commission Chair Amanda Burden to Department of Buildings Commissioner Robert LiMandri — operate.

Estate planning is a financial strategy that prepares an individual to pass on his or her wealth and possessions to loved ones or next of kin.

A stretch IRA is an estate planning strategy that extends the tax - deferred status of an inherited IRA when it is passed to a non-spouse beneficiary.

«In fact, there may be diseconomies of scale for larger public pension plans because of the complexity of implementing their investment strategies, which include contracting out for external experts — a practice that has become increasingly popular, with plans investing more in non-traditional assets such as real estate, infrastructure, and private equity,» said the report.

Under current rules, which remain in effect until 2011, starting CPP at the earliest age of 60 entails a 30 - per - cent reduction in monthly payments but «you would have to live well past 75 in order to receive more from the plan than by waiting until the normal retirement age of 65,» writes tax and estate lawyer Christine Van Cauwenberghe in her book, Wealth Planning Strategies for Canadians 2010.

This is a key aspect of cash value life insurance AND can be applied as part of a retirement planning with life insurance strategy OR as a way to create private financing for real estate or other investments.

If you'd like to explore a second to die life insurance option OR any other life insurance strategy as part of your estate plan, reach out and connect with us today!

But as even he has discovered, many of these investors may still need some help or guidance in choosing ETFs, settling on an appropriate asset allocation, rebalancing or even with financial issues that go well beyond managing investment portfolios — more holistic challenges like tax - efficient withdrawal strategies, insurance and estate planning, debt management and the like.

We provide: • Retirement Services, such as plan rollover options, ** traditional and Roth IRAs, and small business plans • Financial Management, including financial planning, asset and debt management, and estate planning • Insurance Solutions, made up of life, long - term care, and disability protection • Investments, including diversified solutions to help manage and grow assets with stocks, bonds, and mutual funds • Retirement Planning, such as income strategies, pensions, and social planning, asset and debt management, and estate planning • Insurance Solutions, made up of life, long - term care, and disability protection • Investments, including diversified solutions to help manage and grow assets with stocks, bonds, and mutual funds • Retirement Planning, such as income strategies, pensions, and social planning • Insurance Solutions, made up of life, long - term care, and disability protection • Investments, including diversified solutions to help manage and grow assets with stocks, bonds, and mutual funds • Retirement Planning, such as income strategies, pensions, and social Planning, such as income strategies, pensions, and social security

And unlike in a majority of stock investing, alot of real estate investing is common sense and simple planning and strategy.

This is normally done as part of a broader estate planning strategy which intends to supply their heirs with cash to pay off estate taxes.

The strategy behind using an irrevocable life insurance trust («ILIT») for estate planning is moving assets out of the taxable estate.

So, it is important to consider the withdrawal of cash value as part of your financial and estate planning strategy.

Ask about anything from estate planning to stock options, and we'll create the investment strategy you need to continue the management and growth of your financial assets.

Some financial planners assess every aspect of your financial life — including saving, investments, insurance, taxes, retirement, and estate planning — and help you develop a detailed strategy or financial plan for meeting all your financial goals.

«Anyone who is interested in pursuing these types of strategies would be wise to seek out competent professionals who can work with them and integrate their tax, retirement and estate planning.»

For business owners who are seeking an exit strategy and doing some form of business continuity succession planning OR for others who hold appreciated assets with a very low basis, such as stock or real estate investments, a charitable remainder trust can offer massive advantages.

During this FREE interactive session, you will: - Gain perspective on the long - term planning gaps among the baby boomer generation - Increase your knowledge of the strengths, weaknesses, misconceptions, and uses of HECM loans - Learn strategies to overcome sequence of return risk during bear markets - Uncover how the HECM will protect equity in the event of another real estate downturn - Understand the significance of the growing number of affluent families seeking information on HECM loans and why you should be ready to help

I also like the idea of contributing to my TFSA even in retirement as an estate planning strategy.

Please consult with an estate planning attorney of your choosing prior to implementing any of the strategies discussed in this article.

It can be useful as part of a highly customized personal finance or estate planning strategy (e.g., if you have a lot of money and other assets to work with).

As if that wasn't enough, Joe and Big Al have 10 tips to boost your retirement savings, the pros and cons of rolling your 401 (k) into an IRA, tax strategies to consider when paying for long - term care, the latest on the Department of Labor Fiduciary Rule, the age - old men vs women debate: who is better at investing, and Prince's $ 250 million estate planning mistake.

Caring for Your Heirs - Planning Strategies See what experts have to say about estate planning, powers - of - attorney, wills, and a livinPlanning Strategies See what experts have to say about estate planning, powers - of - attorney, wills, and a livinplanning, powers - of - attorney, wills, and a living trust.

Plus, it has a cash - value component that can prove useful as part of a highly customized estate planning strategy.

Plus, Joe and Al have 10 tips to boost retirement savings, the pros and cons of rolling your 401 (k) into an IRA, long - term care tax strategies, the latest on the Department of Labor Fiduciary Rule, Prince's $ 250 million estate planning mistake, and who is better at investing, men or women?

Estate planning and living arrangements, as well as a strategy for payment of increasing out - of - pocket health care costs, will need to be examined regularly.

Purchasing any kind of real estate during a hot, sellers» market would be against my buy low, sell high strategies, so my real estate investing plans will be put on hold until the markets soften.

With SEI's U.S. Small / Mid Cap Strategy manager of managers fund, participants can select the one fund and get access to 10 underlying sub-funds — which include some that defined contribution plan sponsors would typically never offer to participants, such as an opportunistic value fund or a real estate investment trust (REIT).

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.

He is founder of Reyes Financial Architecture, a Registered Investment Advisory firm specializing in portfolio risk managed strategies; retirement income distribution planning; tax reduction strategies, estate planning and Social Security planning.

We provide a full menu of financial planning, insurance, and asset management services, including personal financial planning, investment strategy and portfolio selection, strategic tax planning, retirement income strategies, group RRSP and healthcare plans, wills and estate planning.

For some actual useful information, visit YourMoneyYourWealth.com to access white papers, articles, webinars and hundreds of video clips on important stuff like tax planning, investing, retirement planning, Social Security, estate planning and small business strategies.

It is sometimes useful as part of a highly customized personal finance or estate planning strategy, thanks to the cash value component.

At Insurance & Estate Strategies, we are here to help you make sound estate planning AND wealth building decisions, and sometimes this involves taking a closer look at the little known money secrets of the weEstate Strategies, we are here to help you make sound estate planning AND wealth building decisions, and sometimes this involves taking a closer look at the little known money secrets of the weestate planning AND wealth building decisions, and sometimes this involves taking a closer look at the little known money secrets of the wealthy.

This article will tackle the reality of high net worth estate planning with life insurance by first touching on an overview of estate planning in general and then reviewing some common problems and potential solutions that include life insurance strategies for high net worth individuals and households.

Potential changes in the tax law next year make it a smart estate - planning strategy to give as a large of a gift now as possible.

You should consider the counsel of an experienced estate planning professional and your legal and tax advisors before implementing such strategies.

Our Wealth Management team will work with your estate attorney and CPA in the execution of strategies included in your financial plan.

Michael is available to speak on a wide range of topics pertaining to financial planning, including research on safe withdrawal rates and other retirement strategies, tactical asset allocation and other investment strategies, the use of insurance and annuity products, and income and estate tax planning strategies.

We counsel clients in strategies to avoid disputes both during the estate planning process and in the process of administering estates.

Our family law and divorce attorneys have the skills and resources necessary to handle high - conflict and high - asset divorces, and we leverage our years of experience in the areas of estate planning and criminal defense in order to build a thorough and innovative divorce strategy on your behalf.