Sentences with phrase «estate planning firm»
Jean Dorrell, president of Senior Financial Security Inc., a retirement and estate planning firm based in Florida, agrees.
https://www.insure.com/
Or an estate planning firm with a memory - care facility.
The Eleff Law Group, is an estate planning firm based in Bethesda, Silver Spring and Frederick, Maryland, with decades of experience.
If you are in need of an estate planning, probate, trust, special needs, or trust attorney please contact our Sacramento County regional estate planning firm.
We liked the way this Toronto, ON, business services, real estate, and estate planning firm used its website to communicate a strong narrative theme.
Most estate planning firms get a lot of referrals from other professionals, as well as from past or current clients.
Not exact matches
Joseph and Ted Burnett jointly head up Burnac Corp., a family - run firm that invests in real estate and grocery produce distribution, but in recent years they have been exiting these businesses and transitioning into bonds for their estate - planning purposes.
The Trump Organization's scion chain is planning Texas developments with a real estate firm with foreign ties, NY Times reports.
Prior to that, she was an attorney at various law firms, advising and counseling high and ultra-high net worth clients on tax, business and estate planning.
To make certain your estate plan is up - to - date and effective, accounting firm Coopers & Lybrand suggests performing the following annual checkup, with the assistance of your accountant or lawyer.
«I hear all kinds of excuses from business owners who don't want to get involved in estate planning,» confides Joshua Rubenstein, a partner in the estate and trust department of New York City law firm Rosenman & Colin.
The first thing to emphasize with clients, said Roger Ma, certified financial planner and founder of financial planning firm lifelaidout, is not only their new home state's income taxes — if there are, indeed, any — but all its other taxes, such as property taxes, sales taxes, inheritance and estate taxes.
Loopstra Nixon is a full - service Canadian business and public law firm dedicated to serving clients involved in business and finance, litigation and dispute resolution, municipal, land use planning and development, and commercial real estate.
We are a Canadian business and public law firm dedicated to business and finance, litigation and dispute resolution, municipal, land use planning and development, and commercial real estate.
The firm has become one of the leading immigration law firms in Panama and the practice includes relocation related services such as legal assistance on the purchase and sale of real estate, setting up foundations and corporations for asset protection and estate planning.
The event will also be host to Corporate & Public Pension Plans, Insurance Companies, Private Equity Real Estate Firms...
The firm has a strong emphasis in business, real property, construction, products and premises liability, labor and employment, estate planning, intellectual property, personal injury, insurance, bankruptcy, and appellate law.
Private equity firm Kohlberg Kravis Roberts intends keeping Treasury Wine Estates chief executive Mike Clarke at the helm should its $ 3.05 billion offer prove successful, but they believe the company needs to be away from the glare of public markets for Mr Clarke's long - term fix - it plans to succeed.
That same month, Treasury Wine Estates spurned bids from global firms KKR and TPG Capital, and the company is now accelerating its own turnaround plan.
RCP Companies, an Alabama - based real estate firm, announced its partnership with Southern Fried Hospitality to provide both hospitality management and restaurant development services at the company's premier, master - planned, mixed - use communities currently under development in Huntsville.
At the law firm, Mr. Thiele will be engaged in a general practice, including real estate, estate planning, litigation, municipal and environmental law, and will work primarily in the law firm's Riverhead office, according to a press release from the law firm.
Since 2009, Glenwood Management, a real estate company with several buildings near the planned trash transfer project, also paid the firm $ 650,000.
He plans to join City Real Estate Advisors, a private - sector firm that connects affordable housing developers with tax credits and equity.
After initially settling on a site on the Buffalo Niagara Medical Campus to house AMRI, officials from Fort Schuyler abruptly abandoned that plan in the fall of 2013 in favor of a building under construction by Louis Ciminelli's company, LPCiminelli, and owned by his brother Paul's firm, Ciminelli Real Estate.
Instead he provided «indirect services to the law firm in the areas of corporate trusts, tax certiorari, wills and estate, land use and planning.»
The firm is recognized for their expertise in the areas of real estate, business formation, estate planning, and municipal practice.
Astoria residents and business owners, including Kevin Foley, owner of Goldstein and Foley Real Estate Firm, lauded what some called a common sense plan.
Bakersfield, CA About Blog KernCounty's premier Litigation, Real Estate, Business, Estate Planning and Oil & Gas law firm representing clients throughout Bakersfield and the CentralValley.
Bakersfield, CA About Blog KernCounty's premier Litigation, Real Estate, Business, Estate Planning and Oil & Gas law firm representing clients throughout Bakersfield and the CentralValley.
Staten Island, NY About Blog The attorneys at our firm provide high quality legal representation in a wide range of practice areas, including Real Estate, Bankruptcy, Business and Commercial Law, Wills and Estates, Medicaid Planning, Mortgage Modification, Immigration, Nursing Home Patient Care Issues, Landlord & Tenant, Mediation, Commercial Litigation, and Divorce Law.
Chicago land About Blog Generation Law is an Illinois - based firm focusing on estate planning and elder law issues.
Sugar Land, TX About Blog A Houston Medicaid attorney from The Stone Law Firm can help clients with elder law, Medicaid planning, and estate planning matters.
With years of experience as an estate - planning attorney and now president of a consulting firm that helps families with...
Ben (Paul's brother) is the sole proprietor of Atma Vera, a law firm in East Lansing, Michigan, that provides legal services in estate planning, tax, and copyright.
Wasatch Peaks Credit Union has teamed up with Attorney Jonathan Pace from the law firm of Allen, Paceand Willliams to offer Wills, Trusts and Estate Planning services for our members.
Ted Rechtshaffen is President and Wealth Advisor at TriDelta Financial, a boutique wealth management firm focusing on investment counselling and estate planning.
Other than a few restrictions such as limitations on using funds for estate planning service firms and certain annuities or insurance products, the loan proceeds could be used for anything you choose.
Lawyer Ron Usher spent the last five years examining and fact - checking claims made by At Will Events — a Canadian - based marketing and event planning firm that offers free seminars on how to invest and make money in the U.S. real estate market, among other topics.
When your financial adviser switches firms, fees and taxes on an estate plan, winter vehicle maintenance and taboo personal finance topics
- CGA, March 14, 2013 Presenter: The Prudent Investor Rule - Institute of Corporate Directors, November 2011 Presenter: The Prudent Investor Rule - Certified General Accountants (CGA), October 2011 Presenter: The Prudent Investor Rule - Canadian Bar, Wills & Estates Section, May 2011 Presenter: The Prudent Investor Rule - Edmonton Estate Planning Council, March 2011 Presenter: The Prudent Investor Rule - Society for Trust and Estate Practitioners, Jan. 2011 Presenter: The Prudent Investor Rule - Miller Thomson Law Firm, November 2010
Keith Collins is the President and founder of Keith Collins, Inc., which is an independent firm specializing in retirement income planning and Estate planning.
The firm engages in acquiring, planning, developing, managing, repositioning and monetizing of real estate assets.
In addition to providing traditional tax and accounting services for successful individuals and businesses, the firm specialized in real estate, technology and small business tax planning.
He is founder of Reyes Financial Architecture, a Registered Investment Advisory firm specializing in portfolio risk managed strategies; retirement income distribution planning; tax reduction strategies, estate planning and Social Security planning.
Heron Wealth is a New York City - based wealth management firm that provides fee - only financial planning, investment advice and estate planning services.
Further to acting as President, Joe is also the firm's advanced planner with extensive experience in estate planning, advance tax planning, portfolio analysis and investment management.
Shirley Diefenbach, a member attorney at the Durham, N.C., law firm Walker Lambe, works with SAFE Haven regularly and holds two information sessions annually on estate planning for pets.
Bakersfield, CA About Blog KernCounty's premier Litigation, Real Estate, Business, Estate Planning and Oil & Gas law firm representing clients throughout Bakersfield and the CentralValley.
Shirley Diefenbach, a member attorney at the Durham law firm Walker Lambe, works with SAFE Haven regularly and holds two information sessions annually on estate planning for pets.
News: London architecture firms Karakusevic Carson and David Chipperfield have been granted planning permission for two hexagonal towers on an estate in the city's borough of Hackney (+ slideshow).