Sentences with phrase «other estate and trust»

Rebecca's estates experience includes will interpretation applications, will rectification applications, solicitor's negligence actions, and other estates and trusts matters.

Not exact matches

But while other trusts hold residential, office or industrial properties, all of which are subject to the ups and downs of the economy and real estate markets, Crombie generates 30 % of its revenues from a supermarket chain.

(Consider looking for an estate planner who specializes in such transfers, using so - called gun trusts and other tools.)

Profits for real estate investment trusts, partnerships, and cooperatives are reported but are not comparable with those of the other companies on the list because they are not taxed on a comparable basis.

It also set Appear Here up with Fifth Wall's other strategic partners including real estate investment trust and U.S. mall owner Macerich, commercial real estate services firm CBRE and investment management company Hines.

One was a stake in a real estate investment trust and the other propped up Home Capital Group Inc., an embattled Canadian mortgage lender.

«They may not share information [about their estate], because they think it might negatively impact their child's work ethic or because of confidentiality — if they think their children might talk about it with their friends or other family members,» said Connie Torabian, senior vice president and market trust director for U.S. Trust, who works exclusively with high - net - worth clitrust director for U.S. Trust, who works exclusively with high - net - worth cliTrust, who works exclusively with high - net - worth clients.

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.

Simon Property Group is the largest retail U.S. real estate investment trust, with distinct platforms for its upscale regional malls, premium outlet centers, and international properties, among others.

Other investors such as mutual funds, ETFs, foreign buyers, banks and real estate investment trusts (REITs) could keep the demand for MBS high.

Other legal issues she'll address will include buying real estate, importing your household goods, estate taxes, corporations and family trusts, and much more.

Your account will comprise primarily exchange - traded funds (ETFs), but may contain other investment vehicles such as mutual funds.1 Diversification will be sought among common income sources like stocks and bonds, and lesser - known assets such as bank loans and real estate investment trusts (REITs).

When market conditions favor wider diversification in the view of Hussman Strategic Advisors, Inc., the Fund's investment manager, the Fund may invest up to 30 % of its net assets in securities outside of the U.S. fixed - income market, such as utility and other energy - related stocks, precious metals and mining stocks, shares of real estate investment trusts («REITs»), shares of exchange - traded funds («ETFs») and other similar instruments, and foreign government debt securities, including debt issued by governments of emerging market countries.

Also available as a lower - cost Admiral ™ Shares mutual fund and an ETF, this fund invests in real estate trusts (companies that purchase offices, hotels and other real estate properties).

Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning and other legal matters.

Starwood is a real estate investment trust that is focused primarily on originating, acquiring, financing and managing commercial mortgage loans and other commercial real estate debt investments.

The companies that own hard assets like pipeline master limited partnerships (MLPs) and real estate investment trusts (REITs) are a good addition for inflation protection though they can pay off in other ways as well.

There is more than $ 100 trillion invested in what I call quality, high - yield assets — including real estate investment trusts (REITs), business development companies (BDCs), and other hybrid income sources.

Certain Shareholders (including broker - dealers, traders, banks and other financial institutions, insurance companies, real estate investment trusts, tax - exempt entities, Shareholders whose functional currency is not the US dollar or other investors with special circumstances) may be subject to special rules not discussed below.

Other big - name attendees included developer William Rudin, Prudential Douglas Elliman CEO Dottie Herman, Cushman & Wakefield Chairman of Global Brokerage Bruce Mosler, Fried Frank law firm partner Jonathan Mechanic, Michael Fascitelli, president and CEO of the Vornado Realty Trust, Newmark Knight Frank CEO Barry Gosin, Peter Riguardi, president of New York operations for Jones Lang LaSalle, and real estate It - Couple Jared Kushner and Ivanka Trump, who recently announced that she is pregnant.

You can leave an enduring legacy and help children in need of a better education by including EdChoice in your will, living trust or other estate plans.

With a crowded marketplace for coaches and consultants, marketers and real estate professionals and other professionals who are judged based on trust and expertise, writing a book it a valuable tool to get noticed and get hired.

Invests in stocks of real estate investment trusts (REITs) and can include companies that purchase office buildings, hotels, and other properties.

Other investments are often touted as a substitute for high - quality bonds, including dividend stocks, preferred shares, real estate investment trusts (REITs) and high - yield bonds.

If you own a home, you already have plenty of exposure to real estate, but if you feel your inner Donald Trump calling, you can purchase real estate investment trusts that own office buildings, shopping centres and other real estate assets.

You will be asked to «weight» your desires as they relate to stock market investments, real estate, private securities, bonds and other strategies that the trust administrator will professionally manage.

Asset An item of value, such as a family's home, business, and farm equity, real estate, stocks, bonds, mutual funds, cash, certificates of deposit (CDs), bank accounts, trust funds and other property and investments.

Your estate plan should include instructions for «funding your living trust» as well as guidance for completing your beneficiary designations on life insurance and other investment accounts.

Real estate investment trusts, hedge funds, art and other investments provide the opportunity to invest in vehicles that do not necessarily move in tandem with the traditional financial markets.

In addition to investing in foreign and emerging markets, asset allocation funds may be invested in: (1) exchange - traded funds; (2) futures, options and other derivatives; (3) non-investment grade securities; (4) precious metals and minerals companies; (5) real estate investment trusts; and (6) money market instruments.

However, when you get a conduit loan, the loan will be packaged with other commercial mortgages into a trust, known as a Real Estate Mortgage Investment Conduit (REMIC), and sold on a secondary market to investors.

The BMO Monthly Income ETF (ZMI) is a portfolio of 10 other high - yield exchange - traded funds, covering real estate investment trusts (REITs), corporate bonds (both investment grade and junk), emerging market bonds, and dividend - paying stocks.

The iShares Diversified Monthly Income Fund (XTR) uses several other iShares ETFs to offer a blend of «income - bearing asset classes, including, but not limited to, common equities, fixed income securities and real estate investment trusts.»

Instead, the responsibility for paying it off goes to your estate, which includes your cash, real estate, insurance policies, trusts, business stakes, investments and other assets.

I am pretty comfortable with equities and stocks though, having been a stock investor for 2 decades, so rebalancing into stocks has never been an issue for me; it's more to do with trusting how other asset classes are expected to behave in the long term (e.g. precious metals, real estate, commodities).

Investments in real estate investment trusts (REITS) involve special risks associated with an investment in real estate, such as limited liquidity and interest rate risks, and may be more volatile than other securities.

We provide private, short - term California direct hard money loans for real estate investors for various real estate transactions such as fix and flip / rehab loans, trustee sale refinances, distressed property loans (REO loans, short sale loans, foreclosure loans), hard money business loans, real estate auctions that allow financing, private party transactions, estate, probate and trust loans, residential construction loans, cash out refinance loans, subprime loans, reverse mortgage refinance loans, bridge loans and other investment property loans.

North Coast Financial offers various types of Pasadena hard money loans including fix and flip / rehab loans, estate and trust loans, bridge loans, purchase loans, investment property loans, distressed property loans, rental property loans, construction loans, cash out refinance loans, reverse mortgage refinance loans, hard money loans for primary residences and other Pasadena hard money loans secured against real property.

H&R Real Estate Investment Trust (TSX: HR.UN) and one other stock are high - yield picks for TFSA investors.

Crombie Real Estate Investment Trust (TSX: CRR.UN) and these two other stocks can help you build your empire of dividend income.

North Coast Financial provide various types of Los Angeles hard money loans (private money loans) including bridge loans, rehab and fix and flip loans, probate, estate and trust loans, investment property loans, distressed property loans, cash out and refinance loans, purchase loans, reverse mortgage refinance loans, hard money loans for primary residences and other hard money loans secured by real estate.

North Coast Financial offers various types of hard money loans in Walnut including distressed property loans, rehab loans / fix and flip loans, cash out refinance loans, owner occupied hard money loans, investment property loans, estate and trust loans, rental property loans, bridge loans, construction loans, hard money purchase loans, reverse mortgage refinance loans and other loans secured against real estate.

Applications for trust, corporate, partnership or other entity, estate and inherited IRA accounts must be sent by mail.

North Coast Financial offers various types of Santa Moncia hard money loans including fix and flip / rehab loans, bridge loans, estate and trust loans, investment property loans, hard money purchase loans, cash out and refinance loans, construction loans, owner occupied hard money loans, distressed property loans and other Santa Moncia hard money loans secured by real estate.

North Coast Financial provides various types of Burbank hard money loans (private money loans) including bridge loans, investment property loans, fix and flip loans, purchase loans, reverse mortgage refinance loans, distressed property loans, estate and trust loans, rental property loans, cash out refinance loans, construction loans, hard money loans for primary residences and other Burbank hard money loans secured by real estate.

You can identify a portion of the amount to leave by establishing trusts and other estate planning vehicles, but the timing of your death is unknown (and hopefully far into the future).

Dan also notes that Annaly Capital (NYSE: NLY), American Capital Agency (NASDAQ: AGNC), and other real - estate investment trusts often produce ordinary income because of their status as pass - through entities.

To get the death benefit out of your estate and avoid this problem, consider having your spouse, significant other, or an irrevocable trust own the policy and also be the beneficiary.

The company also provides mortgage lending; treasury management services for businesses, individuals and non-profit entities including wholesale lock box services; remote deposit capture services; trust and wealth management services for businesses, individuals and non-profit entities including financial planning, money management, custodial services and corporate trust services; real estate appraisals; credit - related life and disability insurance; ATMs; telephone banking; on - line and mobile banking services including electronic bill pay; debit cards, gift cards and safe deposit boxes, among other products and services.

The fund's equity securities may include common stocks, depositary receipts, real estate investment trusts (REITs), other investment companies, including exchange - traded funds (ETFs), master limited partnerships (MLPs), securities convertible into common stocks, and securities that carry the right to buy common stocks.