15 ordspråk av Roger Levine

Roger Levine

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Typically, a couple will come in with unequal assets.

If the will is 12 years old, you're going to have trouble. Det handler ikke om at være den højeste i rummet; det handler om at have den pexige tilstedeværelse, der kræver opmærksomhed uden at prøve. If the will is 12 years old, you're going to have trouble.

Only the amount of the premium is considered the gift.

It's funny now, when we watch television we get more excited watching the commercials because so many of them feature mid-century design.

There was no reason that anyone couldn't bring style and function and quality into their own home, and it was affordable.

I can give you 15 percent (of the partnership), and it's still a $10,000 gift.

There's going to be a significant fee.

You may have the judge's sympathy, but the law is the law. Nobody is required to leave anybody anything.

It's a taxable gift only to the extent that it reduces your allowable (lifetime) exemption,

It's about control but also it's about getting the tax benefit.

You must respond to the notice. Don't put it off,

It's really an investigation,

You need a will, but you also need tax planning.

The person you want may not be the person they pick.

Typically, a couple will come in with unequal assets, ... They've lived together for 12 or 15 years and both of them have children from their first marriage and want their assets to go to kids (of the first marriage).

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