Sentences with phrase «unique estate planning needs»

This guide, published in 2012, is designed to be a practical tool for artists and / or their supporters to use when carefully assessing and identifying the unique estate planning needs and concerns specific to the visual arts.

Not exact matches

We offer this unique, flexible tool specifically for clients looking to plan for and protect long - term financial needs, such as wealth transfer and estate considerations.

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.

The blog covers mostly elder law but is unique in the fact that its articles speak to people of all ages, going so far as to have a post entitled «Yes, Millennials, You Do Need an Estate Plan.»

The ASU Alumni Law Group drafts estate plans catered to a client's unique needs.

Your relationship manager will develop and lead a team of professionals, based on your unique needs, who can provide access to services including wealth planning, private banking, investment management, trust, estate, credit, and integrated wealth management services.

We also provide effective legal representation for people with unique or complicated estate planning needs, such as LGBT clients, domestic partners, trustees, personal representatives and executors.

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.

We offer this unique, flexible tool specifically for clients looking to plan for and protect long - term financial needs, such as wealth transfer and estate considerations.

People with unique circumstances — like complicated estate planning needs — might find benefits in whole life insurance.

Whether you are seeking her help for an estate plan, pre-nuptial or post-nuptial agreement or collaborative or mediated divorce, Kathryn will help you find the solution which best suits your needs, your budget and your unique family circumstances.

At the end of the estate planning mediation session you will be provided with the same legal documents as in a typical estate plan, but tailored to your family's unique needs.

• Best ways to work with out - of - town clients • The best places to find new clients • Ways to work with clients who are downsizing • How to effectively service new construction clients • Approaches for managing clients» unreasonable expectations • How to ensure that your clients are satisfied • The best strategies for working with Millennials homebuyers and sellers • Tips for servicing the unique needs of luxury clients • The top ways to explain your value to consumers Business Practices Categories: • Top methods for selling new construction properties • Best ways to ensure a smooth appraisal process • How the pros price their listings appropriately • Top strategies for how new agents can succeed • Best practices for creating a successful business plan • Best methods for developing great relationships with homebuilders • The easiest ways to establish a sound work - life balance • Simple strategies for staying alert and committed to your business • Strategies for keeping busy in a slow market • The top ways to become an effective communicator • How to assemble the best very affiliates for your business • Top strategies selling luxury in the new housing market • Proven methods for reaching top - producer status • Ways to manage challenging personalities in real estate • Proven methods for showing homes in their best possible light • Interesting, creative ways to approach your business • Strategies for working through difficult negotiations • Top ways that agents can save time in their business • How to conduct an effective listing strategy Marketing / Technology Categories: • Great lead generation in the Internet age • How you can distinguish yourself from the competition • Straightforward methods for maximizing your Internet exposure • The top websites for real estate marketing • Methods for staying relevant in the Internet age • How you can use syndication sites to your advantage • The best methods for recruiting top talent for your office • Unconventional networking spots for new clients • Interesting ways to use Pinterest in your marketing efforts • Simple ways to manage an effective Twitter feed • Top tips for networking effectively with other real estate professionals • How you can use a CRM effectively in your business

We focus on the unique concerns, needs and objectives of our clients at every stage in the cycle of estate planning (from initial planning through estate administration and, if necessary, probate) and of real estate ownership (including asset protection, entity formation, acquisition, syndication, financing, development, construction, leasing, management and sale).

We bring our unique mix of strategic planning, research, deep technology knowledge and combine it with our well - rounded working knowledge of the needs of large brokers, MLSs, Associations, members and even real estate clients to facilitate the formation of the most appropriate and cost - effective solution.