Sentences with phrase «regarding estate planning strategies»

Not exact matches

Mr. Hafen's practice includes advice regarding sophisticated tax, estate, asset protection, and business planning strategies, including the preparation of documents such as wills, living trusts, durable powers of attorney, healthcare directives, asset protection trusts, irrevocable life insurance trusts, gift programs, grantor retained annuity trusts, education trusts, family limited partnerships and limited liability companies, generation - skipping transfers, charitable giving, charitable remainder trusts, private foundations, property agreements, and prenuptial and postnuptial agreements.
It will provide management consulting services to U.S. and Canadian real estate brokerages regarding expansion strategies, business planning, market analysis, compensation evaluation and leadership development.
As it relates to asset protection strategies, think of the work you do with a legal adviser who, upon considering factors such as net worth, estate planning issues and taxation will offer advice regarding entity and ownership issues.
A division of T3 Sixty, T3 Broker will provide management consulting services to U.S. and Canadian real estate brokerages regarding expansion strategies, business planning, market analysis, compensation evaluation and leadership development.
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