Sentences with phrase «when estate planners»

For this reason, when estate planners and insurance professionals ask you, a business owner, about this kind of insurance, it is for your benefit (and that of your company) and not just a sales pitch.

For this reason, when estate planners and insurance professionals ask you, a business owner, about this kind of insurance, it is for your benefit (and that of your company) and not just a sales pitch.

Not exact matches

Prince shocked estate planners everywhere when it was revealed after his death that he didn't have a will.

Personal property is something that people often fail to consider when drawing up wills and other estate planning documents, attorney John J. Scroggin told an audience of financial planners last week at the FPA Be conference in Nashville.

Of course, certain lawyers and other estate planners (your correspondent among them) will also have to turn to more productive work when the law no longer makes it easy to propose a six - figure tax - saving strategy after just 15 minutes of conversation with a new client.

As always, consult with a financial or estate planner when making important decisions like these.

«When the child reaches the age of majority, it's the beneficiary's own income that is applicable,» says Fred Ryall, a Toronto - based estate planner.

«When the egg nog and mistletoe have worn off,» says Gary Garland, an accredited estate planner with New York - based Integrated Wealth Solutions, «the debts you incur will last far longer than the fragrances of the holiday.»

As an estate planner, you'll need to fully understand what this type of trust can provide and when a testamentary trust will be needed.

If you want to do estate planning, for example, you need to be the one that a financial planner thinks of when they suggest a client do a will or an attorney thinks of when they have a conflict or would rather spend their time in the courtroom.

«Every agent should have a stable of experts — a financial planner, a certified public accountant, an attorney — not just for closings but for family, finance, and estate law specialties as well,» says Leigh Brown, ABR, CRS, broker - owner of RE / MAX Executive Realty in Charlotte, N.C. «You rely on these experts to guide your clients when you can't.»

In fact, a large number of attorneys, accountants and financial planners have come to rely on SF Bay Appraisal for our opinion of values when formulating real property values during estate settlement proceedings.

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