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9 January 2012 | 2 replies
I was told that I may purchase it using the title company that did the first closing to do my closing and that they can issue me a marked-up title insurance commitment.Will this safeguard my investment?
7 November 2012 | 28 replies
This includes a discussion of their overall risk management program -- Life, Disability, Long Term Care and Liability -- to make sure the plans are adequate and cost effective.b.Considers the overall investment portfolio to make sure investment selection and diversification are managed appropriately.c.Reviews the overall tax sensitivity of these investments.3.Plans the Distribution of Wealth during Life in the Most Advantageous Waya.Considers the IRA and qualified retirement plan distribution plan; not as an accountant, but using a tax expert as appropriate.b.Assesses who serves as their durable power of attorney or successor trustee of a revocable living trust in case of an incapacity - again using the appropriate advice from a CPA and legal counselors.c.Considers ways to distribute wealth to children and descendants for well-being, education and other purposes and doing so in the most tax-efficient method.d.Reviews charitable giving for both tax savings and control issues. 4.
30 June 2013 | 16 replies
Cleaned that up and called ADT.ADT comes out next day, takes over the old system, installs a Safeguard and that's that.
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2 August 2014 | 39 replies
A seller looking to retire selling at a good cap with a property that Is fully performing with good tenants can help safeguard your investment and be more hands off.
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19 January 2016 | 19 replies
Once they're producing, the labor requirements are a lot less.A place like Houston or Tulsa is less sensitive to this because there are other jobs.
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8 April 2017 | 11 replies
It really could just be they are more sensitive to the water.
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13 February 2019 | 54 replies
Not much i'll hire people to do, unless there is tim sensitivity.
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30 May 2018 | 15 replies
Investors are sensitive to how much sponsors charge in fees—but how much would I have to charge in fees to have an extra $8 million laying around?!
27 October 2020 | 8 replies
Asking for an NDA simply plays to that same story.So, back to the tension: how do you provide the info and safeguard yourself. . . .I would imagine that it comes down to your contract with the seller.
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5 December 2020 | 64 replies
The difference is over time I have hammered that nerve so that it's not so sensitive anymore, and every time I do, it gets a little easier.