Sentences with phrase «reasonable estate strategy»

Not exact matches

It can also be a reasonable strategy if you are wealthy or have a generous employer pension, but in those cases the optimal approach can be complicated by the specific payout pattern of the pension or by complex tax and estate issues.

It's entirely reasonable to expect peer operating margins of 25 - 35 % can be earned in due course (via AUM growth / fee increases, expense reduction, cross-selling of equity & real estate strategies & general economies of scale).

A real estate representative who represents your interests will be able to provide guidance and advice about the condition of the home, share information about the neighbourhood, suggest an offer strategy and a reasonable offer price, represent your interests in the negotiation process and navigate you through the legal paperwork.