Sentences with phrase «talk about estate planning»

Now, as I mentioned to you, we've had Helen Sedwick on the show before talking about copyright and some of these things, but today we wanted to talk about estate planning because I saw an article that you wrote and it's something I'm really into.

Today we're talking about estate planning, which I am super interested in.

Talking about estate planning can ease everyone's minds and help ensure a smooth transition when the time comes.

Not exact matches

Talk to your kids about which items they might want, he said, and include in your estate plan pictures and a detailed list of who gets what.

«Have a plan and understand the scope of what you're ready to talk about and when,» she said, noting estate plans are a fluid tool.

Winterberg says advisors have to offer an equivalent robo - advisor service but also make clear that they do much more than just «turnkey asset management and stock selection... This week of all weeks they should be saying that to clients, how they create financial plans and go beyond just investments but talk about cash flow, taxes, estate plans and college planning.

Talking with a parent about estate planning is never easy.

His advice to life insurance advisors who are talking with clients about gifting strategies during this two - year period is to «keep in mind that making big gifts is a long - term proposition for clients,» as is estate planning.

In a new edition of the New International Version of the Bible, «Game Plan for Life Bible, NIV: Notes by Joe Gibbs,» and a book of biblical devotions, «Game Plan for Life: Chalk Talks,» Gibbs writes frankly about many of his failures, about how just as his coaching career was soaring he was facing private calamities including a bad real estate deal that had him losing $ 35,000 a month and spiraling into bankruptcy.

About a month later, a representative from the ministry showed up on my doorstep to talk with me about «estate planning&raAbout a month later, a representative from the ministry showed up on my doorstep to talk with me about «estate planning&raabout «estate planning».

But the real estate developer hasn't weighed in with a comprehensive plan for public schools, or talked in much detail about education, since becoming a contender for the Republican presidential nomination.

Estate planning with respect to intellectual property, which is all we're going to be talking about today, is how you want your works handled after you die.

And CIBC lists five steps families should take: talk about future plans, be able to locate key documents, set expectations for care giving, create a financial plan and seek financial and legal support to build an estate plan.

WHILE TALKING RECENTLY to an estate - planning client about investments costs, she showed me a letter from her financial advisor stating that he charges her 1 % of assets a year.

«Canadians don't even like to talk about money, let alone death,» says Sandra Foster, president of Headspring Consulting in Toronto and author of You Can't Take it With You: The Common Sense Guide to Estate Planning for Canadians.

When we talk about formulating a strategy using top life insurance policies for seniors to leave a legacy, it starts with some basic estate planning guidance.

Estate planning can be a very difficult topic to talk about and work through, especially when it comes to the dispositive provisions of your estateEstate planning can be a very difficult topic to talk about and work through, especially when it comes to the dispositive provisions of your estateestate plan.

Joe Fairless: Hey, Josh, thank you for being on the show, from talking about the overall approach that you take to business and how to build a company, the process or the things that we need to pay attention to when we build a company — have the idea, have the plan, make sure we're solving something with a unique selling proposition... Be passionate, have dedication to our people, and know our business from a data standpoint — that right there is the blueprint for creating not only a real estate investing company, but just a company in general.

If you're unsure, don't ask your attorney in this case but rather call the Divisions of Real Estate and / or Mortgage Lending at your State level and talk to someone about what type of lending you plan on doing.

Call 844-345-5789 or visit Synchrony Bank online to talk to a banking representative about opening an account and learn more about our offerings so you can save and get started on your estate planning checklist today.

Especially in the summer, when many artists arrive at their seasonal homes to do their work, museum directors and curators come calling — essentially to pay their respects and conduct studio visits to see new work, and also to talk discreetly to artists about their estate plans.

We are talking to a few of our clients about offering estate - planning vouchers they can pass on as gifts to adult children, friends, parents, employees, etc..

To break the ice, it may help to talk about your own estate planning concerns.

The upcoming Thanksgiving holiday presents a great opportunity to talk to your parents about estate planning.

If your estate is over 1 million, it's a good idea to talk to your attorney now about how to plan ahead.

As your family comes together to celebrate, you may also want to make time to talk to your parents about estate planning.

Explain that you have talked to someone or read articles recently that prompted you to think about the importance of estate planning.

It can be difficult to talk to parents about estate planning.

In this video, Legal Week publisher John Malpas talks to Chris McKenzie, head of trusts and estate planning at BVI law firm O'Neal Webster, about the use of trusts and other techniques to deal with the disruption that can be caused by the death or incapacity of shareholders and directors of a private company.

Once your employees are enrolled into the program, they'll gain access to legal support so they can talk to a traffic lawyer about their speeding ticket or even speak to an estate planning specialist that can help complete their will.

Talk to business owners about intellectual property issues, or young parents about estate planning.

Just so you know our team's working on building out that estate plan that we talked about.

I want to move over to what I'm also interested in talking about is the interaction between estate planning lawyers specifically, but maybe more broader categories of practices like real estate and stuff, and financial planners and wealth advisors.

Lawyer Monthly here talks to Scott about estate planning law in the state of Massachusetts, US, the current discussion points in this legal segment, about the options and processes that are available, and about the extent and implications of federal bearing on state estate planning law.

Many people talk about how to use life insurance as part of their estate planning.

When dividing up an inheritance between multiple children, consider dividing assets and responsibilities equally, naming specific beneficiaries, and talking to your kids about your estate plan.

When we talk about formulating a strategy using top life insurance policies for seniors to leave a legacy, it starts with some basic estate planning guidance.

It can be one of the toughest subjects to talk about, but discussing estate planning is important for families to ensure final wishes are honoured, says Toronto wills and estates lawyer Elinor Shinehoft.

See an estate planning attorney to talk about your new plans.

Dan Daniels, partner with Wiggin and Dana LLP, talks about how family offices have an opportunity to deal with estate planning, but only until the end of 2012.

Real estate professionals incorporate these elements on a daily basis but they do not talk about them much, nor do they realize they form an integral part of a business plan.

The one thing everyone you speak with for your real estate video marketing needs to have is relevancy: that is, whatever they plan to talk with you about has to be relevant to your audience.

I liked when you talked about asking a real estate agent how they plan to market your house before hiring them.

In today's episode, we talk all about the Ultimate Retirement Plan for real estate investors, and a little known (to most), but super powerful way to build long term wealth as a real estate professional.

Start talking to everyone about your real estate plans.

Rick Sharga, executive V.P. of marketing at RealtyTrac, recently talked to NREI Technology Edition about the 11 - year - old company's business model, its rising profile and plans to begin covering the commercial real estate market.