Sentences with phrase «estate plan meet»

For example: Does your estate plan meet your needs?

Not exact matches

Instead, plan on creating a business through real estate that will grow steadily year after year to enable you to meet your financial goals — and hopefully your dreams.

Treasury Wine Estates, whose brands include Penfolds, Wolf Blass and Lindeman's, said in its notice of annual general meeting on Friday that the performance rights were being offered under its long - term incentive plan for executives.

In addition, consistent with Stefanie's belief that the most effective estate planning begins early, Stefanie has developed an estate planning program designed specifically to meet the planning needs of young families as they encounter common life events.

HOFFMAN ESTATES — The Building and Grounds Committee of the Hoffman Estates Park District, in a special meeting Thursday night, voted 3 - 2 to recommend that the park board approve a revised plan for developing PinESTATES — The Building and Grounds Committee of the Hoffman Estates Park District, in a special meeting Thursday night, voted 3 - 2 to recommend that the park board approve a revised plan for developing PinEstates Park District, in a special meeting Thursday night, voted 3 - 2 to recommend that the park board approve a revised plan for developing Pine Park.

In the intervening time, Tenuto, Chiaro and members of the homeowners associations from Chateau Lorraine, Bloomfield Hills and Country Club Estates met several times to negotiate an agreeable site plan.

As nonprofits continue to meet the challenges of a still - recovering economy, the appointment of Ms. Adams further strengthens Mass Audubon's commitment to engaging members and other donors with sophisticated charitable gift and estate planning options.

That was the question posed Wednesday night during a meeting of an ad hoc committee of the Hoffman Estates Park District over plans to build a $ 16 million fitness center in Sears, Roebuck and Co.'s Prairie Stone business park.

The new equipment will be designed for children ages 2 to 7, Hoffman Estates Park District Director of Planning and Development Gary Buczkowski said at a recent community meeting on the project.

From residents keeping a wary eye on plans to rezone Inwood real estate, to troubles with Community Board 12's meeting space, to a host of new elected officials, here are five stories that will stay in the headlines in the months to come.

The county planned to sell 19 Third St., the site of the county's current Troy Area Senior Services Center, for $ 575,000 to local real - estate developer David Bryce, then purchase the Italian Community Center at 1450 Fifth Ave. («a much more modern facility») for $ 685,000, according to the resolution included in the meeting agenda packet.

[Box 28] 1101 Vermont Ave., lease information, 1981 Real estate, 1101 Vermont Ave., subleasing, Julien Studley, 1984 - 1985 Real estate, 1101 Vermont Ave., subleasing, 1985 - 1986 Real estate, Spaulding reports on Washington office space market, 1982, 1988 Space Planning Committee, input for new building, 1980 - 1982 Real estate 1776 Mass Ave., lease information, 1980 - 1985 GWU lease to 14th and H Associates, 1980 1333 H Street Developer's brochure, 1982 Coldwell Banker, 1984 JTR notes on parking, etc., 1984 dispute over building size, 1984 lease between AAAS and NY Life, 1984 - 1985 final draft of lease, 1984 first lease amendment, 1985 second lease amendment, 1987 financial impact of move, 1985 misc., 1985 space concerns, 1984 Design Business Interiors (DBI) Move Committee meeting minutes, 1984 - 1985 ORS Associates, relocation plan, 1984 relocation, budget, 1984 relocation, employee info on moving records, 1985 relocation, misc., 1985 1515 Mass Ave. appraisal reports, 1977 & 1981 Dupont Circle historic district, 1983 potential sale, misc., 1984 interested buyers, 1981 - 1983 potential sale, broker proposals, 1984 sale to Tunisian Embassy, 1984

The plan should set out the school / academy vision for the use of ICT, the long - term aims and short - term objectives, make it clear who is responsible for achieving what, how and by when and what levels of resource — financial, estates - related and human, including training — will be required to meet each target.

When it comes to the management of your estate plan, we take care of the details including any obligations to creditors and ensuring that requirements of the courts and taxing authorities are met.

An experienced estate planning attorney can prepare an irrevocable life insurance trust to meet your specific needs and objectives.

I can't tell you how many new clients I have met with who haven't had an estate plan in place.

Some financial planners assess every aspect of your financial life — including saving, investments, insurance, taxes, retirement, and estate planning — and help you develop a detailed strategy or financial plan for meeting all your financial goals.

He's meeting w / a handful of real estate developers this summer and plans on building 40 - 60 units that include river frontage.

Estate planning — Life insurance can provide funds for estate taxes and other liabilities upon your death, and may help your survivors avoid the sale of a home or business in order to meet those obligaEstate planning — Life insurance can provide funds for estate taxes and other liabilities upon your death, and may help your survivors avoid the sale of a home or business in order to meet those obligaestate taxes and other liabilities upon your death, and may help your survivors avoid the sale of a home or business in order to meet those obligations.

Plan ahead and consider meeting with a tax advisor, an estate attorney, and a financial professional to help you sort through your options.

Vanguard Managed Payout Fund is primarily intended for retirees and other investors who would like to receive monthly payments to meet expenses, who are able to tolerate the inherent risks of the fund itself, and who want to retain access to their investments to meet unexpected expenses or to use them for estate planning purposes.

If you want to sit down and have quarterly meetings, get financial, tax and estate planning advice or be very involved in the investment process, look elsewhere, but expect to pay higher fees.

In addition, Zions Direct affiliates work closely together to meet customer's investment, wealth advisory, and banking needs by providing estate and trust planning services, home and business loans, checking and saving accounts, and other banking services.

Planned giving helps you meet your personal, financial and estate planning goals by making a current or future gift to Best Friends.

The Museum recommends discussing your gift and estate plans with your own legal and financial advisors to ensure your personal and charitable goals are wisely met.

If it is an estate planning matter, for example, after the initial meeting with two lawyers, one lawyer will prepare a draft of the will or trust.

Or, where you meet with the children of an elderly couple in the course of doing estate planning work.

The Michigan Law Center is dedicated to helping their valued clients meet all of their estate planning objectives.

In the kind of meeting you are describing, however, most likely, the attorneys are simply going to explain your parents» estate plan, over which you have no control or say in any case, and there is no reason for suspicion or paranoia.

Non Tax Current Developments 1988 - 91, 1991 Advanced Estate Planning Symposium, University of Denver College of Law Institute for Advanced Legal Studies, Denver, Colorado, September 1991 Family Protection - The Uniform Probate Code Approach, for American College of Trust and Estate Counsel Annual Meeting, Palm Desert, California, March 1992

I try to go to some MSBA section meetings, I belong to an estate planning study group.

Right of Survivorship Because of the right of survivorship, a joint tenancy can meet the estate planning goals of simplifying the administration of an estate, minimizing probate fees and ensuring that property passes to the intended person.

The transfer would not have an adverse impact on Mr and Mrs G's ability to meet their future needs and he said they would appreciate the benefits from an estate planning perspective.

Naturally, the legal documents to effectuate your ultimate decisions are also a necessary part of the planning process, so make sure your estate planning attorney knows your plan, to make sure everything is in place to meet your legal needs.

[This page was created for an educational program, «Planning for the Future; Simple - To - Use Software for the Technologically - Challenged Estates Lawyer,» held at the Annual Meeting of the Philadelphia Bar Association on December 3, 1996.]

In evaluating options to divide the marital estate, in the most beneficial way for you and your spouse or in evaluating a parenting plan which is likely to meet your child's or children's needs, you will likely find that the steps in the Collaborative Divorce process organically unfold and produce the best financial plan and the best parenting plan for you and your spouse.

The Estate Planning Management System (or «EPMS») is a Time Matters feature package designed to meet your estate planning practice management Estate Planning Management System (or «EPMS») is a Time Matters feature package designed to meet your estate planning practice managemenPlanning Management System (or «EPMS») is a Time Matters feature package designed to meet your estate planning practice management estate planning practice managemenplanning practice management needs.

To meet our clients» needs for personal legal services, we offer valuable expertise in estate planning, probate, guardianship and conservatorship, and family law.

A major element of his role is to understand the family's needs and concerns and to design and put in place estate planning structures to meet those requirements.

Using our estate planning checklist that sets forth key estate planning issues, you'll be able to think through the most important legal questions about estate planning in advance of your meeting with your lawyer.

You can even send your completed estate planning worksheet directly to your lawyer, so your lawyer can prepare in advance of your meeting and make your interaction as productive and cost - effective as possible.

We have built our practice specifically to meet the needs of our clientele, providing comprehensive legal services in the areas of family law, workers» compensation, personal injury, Social Security Disability and estate planning.

The steps recommended by Vogt include meeting with attorneys in fields (such as estate planning or zoning) that have piqued Von Buck's interest, and finding out what they like - and don't like - about their practices, and what it would take to secure a job in their specialty.

Prepare for your first meeting or call with a trusts and estates lawyer using Priori's estate planning resources, including our estate planning worksheet.

At Giannasca & Shook, PLLC our attorneys provide Elder Law and Estate Planning services to meet the varied wishes and needs of our clients and their families.

When speaking to clients about estate planning and their wills, I have found that most people come to meetings having given considerable thought as to how and to whom they would like their assets distributed.

This could mean taking CLEs in related areas like bankrupcy or estate planning to be able to meet the changing needs of your community and client base.

Chartered Life Underwriter (CLU) A professional designation (achieved by passing a series of examinations) demonstrating knowledge of life insurance products and their potential uses to meet business, estate planning, retirement planning, and other objectives.

Survivorship life insurance, such as the Protective Survivor UL, is a policy tailored to help meet estate planning needs.

As part of a solid financial plan it's always a good idea to talk to a qualified financial advisor or life insurance professional who can help you determine the best life insurance plan to meet your retirement and estate planning needs.