Sentences with phrase «other estate planners»

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.

Not exact matches

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

Personal property is something that people often fail to consider when drawing up wills and other estate planning documents, attorney John J. Scroggin told an audience of financial planners last week at the FPA Be conference in Nashville.

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.

While our focus is on the individual investor, our dictionary is also perfect for others in the finance industry, including: financial analysts, advisors, accountants, real estate agents, financial planners, and more.

If you have a family office that is scattered in pieces between your foundation, CPA, estate planner, etc. you may want to consider formalizing your family office operations more and creating a centralized system to ensure that your goals are met and to guarantee that your advisors are speaking often and communicating well with each other.

Great for Websites of: Mutual Funds, Banks, Insurance Companies, TPAs, 401k Recordkeepers, Financial Advisors, Financial Planners, CPAs, Attorneys, Estate Planners, and any other financial related web sites.

A certified financial planner (CFP) may address a range of planning needs, such as budgeting; saving for retirement and other goals; estate and tax planning; and allocating or managing investments.

We have compiled an extensive database of mortgage professionals from all aspects of the mortgage lending field including certified loan officers and national mortgage bankers, licensed mortgage brokers and advisory mortgage planners, underwriting analysts, closing agents, credit managers, jumbo mortgage experts, reverse mortgage advisors, home equity consultants, loan originators, real estate attorneys, government officials and other providers for our industry.

Better Business Bureau http://www.bbb.org Use the Better Business Bureau to research your Financial Planners, Lawyers and other advisors who may be assisting you with Estate Planning.

I have acted for real estate developers for many years, ensuring the land is in a form capable of development, registering plans of subdivision, condominiums and coordinating with surveyors, architects, engineers, planners, lenders and other lawyers involved in the development.

Business lawyers, on the other hand, are more likely to receive referrals from their clients» other professional advisers, such as insurers, lenders, financial planners, accountants, investment bankers, venture capitalists, real estate professionals, health care professionals, or HR professionals.

On the other hand, estate planners might customize their intake form to include current debt, executor information, and whether or not there's a living will.

Guaranteed universal life insurance policies are a common choice for estate attorneys, bankers, and financial planners because they are less expensive than other types of «permanent» life insurance, and most companies will offer at least $ 5,000,000 of coverage.

Instead of battling over the division of marital assets, the parties to a collaborative divorce may hire an accountant, financial planner or other consultant to review the marital estate and make recommendations regarding the equitable distribution of debts and assets.

We work with counselors, child experts, real estate agents, estate planners, and others to help support you.

Accountants Attorneys - all types Certified Divorce Financial Analysts Certified Financial Planners Child Specialists Child Representatives Collaborative Practitioners - all types College Fund Experts Couple Counselors Discernment Counselors Divorce Coaches Estate Planning Attorneys Family Law Attorneys Financial Planners Financial Neutrals Insurance Brokers Legal Aid Agencies Mediators - all types Mortgage Brokers Other Nonprofits Pension Fund Experts Professional Organizers Real Estate Agents Real Estate Attorneys Social Service Agencies Therapists

HVCDDRA maintains professional relationships with a variety of such professionals, including real estate appraisers, real estate brokers, mortgage lenders, insurance brokers, asset managers, mental health professionals, college financial planners and others.

The organization includes brokers, appraisers, land planners, accountants, attorneys, property developers and managers, bankers, real estate account executives, and members from other disciplines.

«In a profession like real estate, you can't predict or control the market, and your income can be all over the board, so divorce can be more burdensome than it is for others,» says Jim Hallett, a certified financial planner based in Port Angeles, Wash..

«A properly thought - out estate plan answers these and many other questions,» says Thomas Murphy, a certified financial planner in Dallas.