Sentences with phrase «other estate planning needs»

It can also be a good plan for wealth transfer and liquidity planning and other estate planning needs.

Not exact matches

«Basic needs» include the management of investments and cash flow, and the structural elements of income tax planning, estate planning and insurance, among other disciplines.

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.

Having the added security of mortgage life insurance means that neither your family or estate will need to use funds from any other life insurance plan to pay your mortgage.

Section Five: Other Retirement Considerations will help you determine what to do with your mortgage and also which estate planning documents you need to obtain.

The portfolio suggestions from other comments are fine, but you need to look at everything else too (estate planning, tax, insurance, mortgage, cashflow, etc.) Having a well constructed portfolio is great, but useless if you have a young family and no insurance and you get smoked on the way to work.

This designation overrides any other estate planning you may have, such as a will, so you need to be certain the listed beneficiaries are those you actually want to receive a benefit.

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.

The other thing you forgot to mention about apartment complexes, if you need money from the bank, it's not so easy with commercial properties, the bank want's more then just a simple 20 % down payment to give you the loan, they want prior real estate investing experience, including a past portfolio, business plan, etc..

To develop a suitable plan for your retirement investments, we first get to know you and your risk tolerance calculating your net worth, identifying your financial objectives, cash flow needs, investment experiences, financial circumstances, and current investments (stocks, bonds, mutual funds, real estate, etc.), among other factors.

In addition, Zions Direct affiliates work closely together to meet customer's investment, wealth advisory, and banking needs by providing estate and trust planning services, home and business loans, checking and saving accounts, and other banking services.

Learn about Estate Planning, Special Needs Trusts, and other elder law issues from Certified Elder Law Attorneys around the country.

Our lawyers will guide you step - by - step through the process of building an estate plan, based on your specific needs, goals and wishes, as well as family dynamics and other considerations.

And for certain, all have been themselves, have a loved one or know someone personally who has been in an auto accident, been divorced, got caught for DUI, needed an estate plan or required some other legal services.

Whether you need assistance with a personal injury or a wrongful death claim, estate planning or any other matter, the lawyers at Robinson, Kennon & Kendron, P.A. are available to discuss your legal options.

If you need legal help with marriage, adoption, divorce, custody, death, estate planning, or other family - related issues, we can help.

Maybe you have children from a prior relationship that you want to protect or you have other estate - planning needs.

One of the more unique assets we have to offer is extensive experience with serving the family law and estate planning needs of married or unmarried same - sex couples and other members of the LGBT community.

He also helps commercial landlords and commercial tenants with their lease negotiations and other leasing issues Jonathan enjoys assisting clients with their estate planning needs, such as drafting Wills, Powers of Attorney, and Representation Agreements.

In addition, we serve the needs of taxpayers in highly specific areas of federal tax law, including insurance and other financial services, exempt organizations, employee benefits and executive compensation, and estate planning.

When drafting a will or other estate plan, provide the client with information about what the executor needs to do and what steps to take at the time of the client's passing to ensure that their wishes are carried out.

BC Estate Planning & Wealth Preservation KN122.B74 - By leading estate and tax practitioners, this multidisciplinary title will help you determine a sensible approach for each client's needs, and to create trusts and other tools to minimize taxes and preserve wEstate Planning & Wealth Preservation KN122.B74 - By leading estate and tax practitioners, this multidisciplinary title will help you determine a sensible approach for each client's needs, and to create trusts and other tools to minimize taxes and preserve westate and tax practitioners, this multidisciplinary title will help you determine a sensible approach for each client's needs, and to create trusts and other tools to minimize taxes and preserve wealth.

When considering a final expense life insurance policy with other financial planning needs, these plans can serve as good alternatives for individuals who simply need a way to pay for their funeral and other related costs without disrupting estate assets and other savings or inheritance that is earmarked for their loved ones.

However, if you need life insurance for such things as estate purposes, inheritance taxes, business reasons, or to set up a trust or donate to a charity, then you might be better advised to look at some other form of permanent insurance plan such as whole life or a universal life insurance policy.

The policy, however, might offer a conversion option to permanent coverage without requiring evidence of health, should you wish to retain the coverage for other long - term estate planning needs.

Although whole life insurance premiums are generally more expensive than those for a term life insurance policy, if you have combined insurance needs that include your mortgage and other estate planning issues, the lifetime protection aspect of a whole life product can lend itself to meeting both your short - and long - term needs.

This very competitively priced plan provides long term protection that can help in meeting a wide variety of needs, including income for a surviving spouse and / or other loved ones, funds for paying estate taxes, funding for business continuation plans, and / or protection against the loss of a key employee or business owner.

If you need something that will cover your family no matter when you die, a permanent life insurance policy is best, if you can afford the premium and it adds benefit to your estate or financial plan over what other investment vehicles can do.

This designation overrides any other estate planning you may have, such as a will, so you need to be certain the listed beneficiaries are those you actually want to receive a benefit.

You may have a need for life insurance after you retire if your situation is unusual and you had children late in life or have other complicated estate - planning problems.

Note that this will complicate matters even further (and you probably already thought it was bad enough (grin)-RRB-, because what you need to do to keep it out of your estate may conflict with other uses you had planned for the policy.

EXPERIENCE August 2008 — Present Asset Property Management — Kailua, HI Commercial Real Estate Agent • Understand client needs and provide appropriate commercial real estate plans • Show properties after thorough research and examination • Prepare collaborating and specific documentation • Indentify new commercial sites opportunities • Monitor and control relevant real estate transactions • Maintain liaison with other brokers • Make cold calls and develop and follow up onEstate Agent • Understand client needs and provide appropriate commercial real estate plans • Show properties after thorough research and examination • Prepare collaborating and specific documentation • Indentify new commercial sites opportunities • Monitor and control relevant real estate transactions • Maintain liaison with other brokers • Make cold calls and develop and follow up onestate plans • Show properties after thorough research and examination • Prepare collaborating and specific documentation • Indentify new commercial sites opportunities • Monitor and control relevant real estate transactions • Maintain liaison with other brokers • Make cold calls and develop and follow up onestate transactions • Maintain liaison with other brokers • Make cold calls and develop and follow up on leads

Professional Experience Waddell & Reed (Naperville, IL) 2009 — Present Financial Advisor • Identify and develop leads of prospective clients of financial planning and investment services, focusing on generating sales to potential and existing clients and maintaining high - quality customer service • Establish investment policy statements for individuals utilizing portfolio theory and asset allocation techniques to manage risk and drive efficient return • Employ tools in tax planning, investments, retirement strategies, education savings, asset protection, and heath care needs to address client concerns • Provide comprehensive estate planning services, including the drafting of wills and other legal documents

The Garner Law Office focuses on the needs of individuals, families and small business owners in divorce and other family disputes, provides bankruptcy and debt relief solutions and is a general practice firm including injury law, estate planning and civil litigation.

Please do not telephone the law office with comments, questions, inquiries and other issues that do not pertain to a present need and intention to engage paid legal representation in South Florida, or (if outside of Florida, for lawyers ONLY), to obtain a consult on family law, estate planning, amici or activist issues.

Law and Legal Resources: Law Offices of Hoy & Sahlas, Ltd. in the Chicagoland area David E. Hoy, J.D. and Colleen Sahlas, J.D. specializing in real estate, estate - planning, trusts, wills, business and other civil legal needs.

You will be asked to gather all the financial, real estate, and other documents that the lawyers will need to help you figure out your financial plan going forward.

We can revise and draft the estate planning documents you need to feel confident in the future, including wills, trusts, powers of attorney and other estate documents.

Maybe you have children from a prior relationship that you want to protect or you have other estate - planning needs.

In addition to preparing the financials, there are several other activities that also need to be completed during the planning stage to best position a real estate brokerage for the sale.

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We plan on contacting Kirk again when we have other real estate needs, but hope to remain in contact as friends.»

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