Sentence examples for inheritance planning from inspiring English sources

These structures are often means to reduce tax, avoid regulation and control inheritance planning.

Traditional investment advisers think they can win over older customers by offering them services such as inheritance planning.

But time brings all things to pass, and advisers say that this second generation is more ready to discuss inheritance planning.

Expect a quick chomp-chomp, now-you're-an-oogie-boogie for those on the peripheries of the story, and a protracted departure – with speeches, rueful expressions and rushed inheritance planning – for the most important players.

HSBC officials say the trend for working Americans is a new kind of inheritance planning.

When she asked her siblings to equalize it, they said no, and to this day they no longer speak to each other". Condon's mission is keeping the family, and its assets, together through life and death, using proper inheritance planning.

What should your inheritance plan for them look like?

In these places, inheritance is the main source of wealth for an increasing number of individuals, and with inheritance tax rates of 40 percent to 50 percent, high-net-worth individuals are motivated to develop inheritance plans early, the study found.

But as a wealth mediator he faces no such issues in talking to all generations about an inheritance plan, which he said is "always valuable and, when there is a family business, it is absolutely crucial".

To put an end to such family opposition to her marriage plans, Duchess Cayetana conveyed her children last summer to the office of a Madrid notary, where she presented an inheritance plan that would guarantee each child at least one of the House of Alba's properties.

Marian, who works in Los Angeles, told me: "My ex-husband always used to say, 'She does social work for the rich.'" Sometimes, after the death of a client, a wealth manager must break the news of a client's inheritance plan to the potential heirs and sort out any family conflicts that may ensue.