Sentences with phrase «traditional estate planning»

Or you can go to a traditional estate planning lawyer.

At Peace Talks Mediation Services, your family will work closely with our estate planning mediators to ensure a comfortable, cost - effective alternative to traditional estate planning and estate administration.

That lifetime may be your own, using traditional estate planning tools of wills and trusts, or it may be the life of a child with special needs, a parent with Alzheimer's, or a loved one who has suffered a catastrophic injury or debilitating illness.

While traditional estate planning services are important, advances in technology challenge us to look beyond conventional approaches.

In this case, newly available technologies are not erasing the need for traditional estate planning services.

Traditional estate planning vehicles, such as a bypass trust (credit shelter trust), may still be essential tools when one develops an estate plan.

Not exact matches

He described a plan that stitches together mostly traditional, supply - side prescriptions — cutting the top individual tax rate to 33 % and the corporate rate to 15 %, ending the estate tax, and imposing a moratorium on new regulation — with his protectionist approach to trade that's had business howling.

Robo - advisors use the same software as traditional advisors, but usually only offer portfolio management and do not get involved in more personal aspects of wealth management, such as taxes and retirement or estate planning.

The tax differences between Roth IRAs and their traditional counterparts can also make them an attractive estate planning tool, which is why Ryan Payne of Payne Capital Management in New York advises clients to do a Roth conversion if they want the money to go to their heirs.

Robo - advisors use the same software as traditional advisors based on Modern Portfolio Theory, but usually only offer portfolio management and do not get involved in more personal aspects of wealth management, such as taxes and retirement or estate planning.

If an investor's situation involves complex financial planning issues that extend beyond allocating investments and related services, they might be better served with a more traditional advisor who provides advice in areas such as estate planning.

Mr. de Blasio did just that, surprising some supporters by proposing a compromise plan supported by the Real Estate Board of New York, a traditional Cuomo ally.

We provide: • Retirement Services, such as plan rollover options, ** traditional and Roth IRAs, and small business plans • Financial Management, including financial planning, asset and debt management, and estate planning • Insurance Solutions, made up of life, long - term care, and disability protection • Investments, including diversified solutions to help manage and grow assets with stocks, bonds, and mutual funds • Retirement Planning, such as income strategies, pensions, and social planning, asset and debt management, and estate planning • Insurance Solutions, made up of life, long - term care, and disability protection • Investments, including diversified solutions to help manage and grow assets with stocks, bonds, and mutual funds • Retirement Planning, such as income strategies, pensions, and social planning • Insurance Solutions, made up of life, long - term care, and disability protection • Investments, including diversified solutions to help manage and grow assets with stocks, bonds, and mutual funds • Retirement Planning, such as income strategies, pensions, and social Planning, such as income strategies, pensions, and social security

While a will is an important tool for estate planning, there are certain assets that require you to name a specific beneficiary (or beneficiaries) and a Traditional IRA is one of them.

Traditional tax - advantaged retirement accounts do not provide these very significant estate planning benefits.

Both guaranteed universal life AND traditional whole life offer a permanent death benefit that may be required for estate planning concerns such as business continuity succession planning or family business succession planning).

While you might want to use a more traditional professional for estate planning and more complex situations, for many people robo - advisors work well because they offer a level of customization at an affordable rate.

In addition to providing traditional tax and accounting services for successful individuals and businesses, the firm specialized in real estate, technology and small business tax planning.

Though the villa's tiled roof, stone walls, arched windows and columned loggia are reminiscent of traditional Tuscan estates, an open - plan layout and modern furniture add contemporary flair.

It's a very folksy business model that he has and his customers are big businesses that do manufacturing, industry, traditional businesses, so he's very much in the same vein as say a business lawyer or an estate planning lawyer who's going after wealthy clients so I thought he was worth listening to.

Include DCS as part of your estate plan to provide secure, password - free organization of both digital and traditional accounts.

Entrepreneurs are finding ways to leverage technology to pick away at work — from discovery to estate planning — that once was the exclusive domain of the traditional lawyer.

Among the suite of permanent product choices, Symetra sports several different universal life insurance products, from traditional universal to survivorship universal, and even a single premium selection which enables you to pay the policy off in one payment up front; this would be utilized for something like estate planning.

Both guaranteed universal life AND traditional whole life offer a permanent death benefit that may be required for estate planning concerns such as business continuity succession planning or family business succession planning).

Recommendation 17: The Australian Government support the review of state and territory land use planning regimes in consultation with Indigenous organisations to ensure the Traditional Owners of the Indigenous Estate can exercise the right to free, prior and informed consent regarding land use planning decisions.

Written for the monthly newsletter for the Philadelphia Estate Planning Council, Debbie Schneider's article examines divorce mediation as a rational, reasonable approach that offers significant benefits over traditional litigation.

«Beyond Traditional: Domestic Partners Can Use Trusts to Fulfill Their Estate - Planning Needs,» Legal Times

CHICAGO (November 4, 2017)-- Nearly nine in 10 Realtors ® are independent contractors of their real estate firms and typically don't have access to traditional employer - provided benefits, such as retirement savings plans.

Learn more about the growing trend whereby individuals can use a self - directed retirement plan to invest in alternative assets such as real estate, allowing for more diversified, tax - advantaged portfolios than in traditional IRAs or 401 (k) plans.

My marketing plan includes traditional real estate marketing as well as the latest high tech options, including web marketing on this award winning site and several others, for maximum exposure.

The end effect is unparalleled results for their clients — that they would not have achieved with a traditional real estate plan.

A «Discount Solo 401k» is a Self Directed Solo 401k that has all the features of the more expensive plans, including an IRS - approved qualified plan status, a built - in Roth component, participant loan feature, maximum contribution limits, ability to invest into both traditional and alternative assets such as real estate, and direct checkbook control without the need for a custodian or an LLC.

The problem for me, is convincing my wife that real estate can be as good of a retirement plan if not better, than perhaps traditional investment methods AKA... 401K, Roth IRA, so on so forth.

Traditional IRA, ROTH IRA and HSA (Health Savings Accounts) are the three individual plans that can be used for a real estate investment — although they all have different contribution and distribution rules and different tax advantages.