Sentences with phrase «wealth transfer needs»
Additionally, Ms. Johnson partnered with estate attorneys, accountants and stock plan specialists to deliver holistic guidance around clients» executive compensation, generational wealth transfer needs and charitable giving goals.
http://www.klingenstein.com/ Not exact matches
Consider undertaking a purpose - based approach that appropriately matches your goals with investment strategies such as these: a short - term strategy (tax reserves, working capital, near - term planned outlays and lifestyle needs), an intermediate - term strategy (new investments) or a long - term (income needs, wealth transfer and philanthropy).
They need to recognize that political unions between disparate economies are held together by transfers of wealth from richer to poorer.
Survivorship Builder is a single policy covering two lives that pays the death benefit upon the second insured's death — an option that might prove beneficial to some, such as, providing an income tax free death benefit, liquidity for estate taxes and wealth transfer and supplemental income needs.
Estate planning includes developing strategies for estate taxes, incapacity, avoiding probate, wealth transfer, charitable giving, trusts, business succession, and special needs.
Rather than discussing the transfer of existing wealth, explains Amstutz, the bishops might better have discussed the need to produce more» to create more wealth» and to advocate those institutions that best accomplish this.
Howard Gardner covers a great deal of territory in this interview, from the role of the federal government in education to teacher education to charter schools, but what stands out most to me is his statement: ``... education in the arts needs no justification in terms of «transfer» to other subjects or to its generation of wealth; it is a «good» in itself.»
Both their desktop experience and mobile app feature an intuitive dashboard, easy navigation and easy - to - use interfaces that let you transfer and transact anywhere, anytime without needing to engage with a wealth management advisor.
The right policy and amount of coverage depends on your needs — such as the amount of income you'd want to provide a surviving spouse, expenses to cover, charitable giving, or wealth transfer goals.
UTMA and UGMA accounts may not be appropriate for huge transfers of wealth, assets that you may need or want back in the future, or assets that you definitely want to be used for a specific purpose (i.e. to be used for college tuition, etc).
Survivorship Builder is a single policy covering two lives that pays the death benefit upon the second insured's death — an option that might prove beneficial to some, such as, providing an income tax free death benefit, liquidity for estate taxes and wealth transfer and supplemental income needs.
Customized to fit your changing needs When you want to accumulate cash inside the policy and plan for your wealth transfer, universal life insurance can provide options to suit your changing financial situation with:
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.
Opportunities will be missed if the person (s) who wish to transfer their wealth have waited until they are in poor health or beyond certain age thresholds to take advantage of the time needed to put certain plans in place.
You might need to access your policy's cash value through loans or withdrawals to meet wealth transfer or retirement planning needs.
That would mean they need to give over $ 4,000 through government wealth transfer to be higher than average.
Each may be used for wealth accumulation, protection, distribution and transfer depending on your needs.
If it's not truly as serious a problem as some would have us believe, then we don't need to radically restructure the global economy, expand government at the expense of freedom, or transfer more wealth to other countries.
No detectable or measurable reduction in CO2 emissions arising from the imposition of the renewable energy industries on the populace and consequently no need at all for any of this gross distortion of economies, of industries, of the political processes and of employment levels and of immense wealth transfers from the poor to the rich as global temperatures are stable for the last 16 years.
U.S. taxpayers and ratepayers need to awaken to the environmentally destructive wealth transfer and corporate land grab that is industrial wind energy, before more of our priceless American countrysides and wildlife are destroyed.
But too often, agents and advisors overlook critical questions that can result in a poor product recommendation — one that fails to meet income replacement, living benefit, wealth transfer or other planning needs.
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.
The products that are offered by Accordia Life and Annuity Company are well designed, and they are focused on meeting the protection, wealth transfer, and small business needs of customers across the country.
This plan helps with providing the liquidity that may be needed for paying high estate taxes that are due, as well as for keeping one's business operational, transferring wealth to the next generation, and / or making a gift to a loved one or to a favorite charity.
It can also be a good plan for wealth transfer and liquidity planning and other estate planning needs.
Needs it helps meet: Whole life can be used as an estate planning tool to help preserve the wealth you plan to transfer to your beneficiaries.
When it comes to the reasons why we actually need life insurance, the main reasons are, in order, to cover final expenses, replacement of income, transfer wealth or leave an inheritance and covering a mortgage.
With its death benefit and cash value accumulation guaranteed to age 121, Survivorship Choice Whole Life will appeal to couples with protection, estate planning, wealth transfer or supplemental retirement income needs.