Sentences with phrase «estate planning services include»

Sonja Panajotovic's estate planning services include the preparation of documents ranging from simple wills to advanced health care directives, asset transfers and living trusts.

Not exact matches

Family Office Services includes everything from financial and estate planning to assistance with investments, insurance, taxes, real - estate holdings, banking solutions and philanthropy.
Non-investment related business includes, without limitation, advising in or selling any type of insurance product, advising in or selling any type of mortgage service, estate and tax planning or tax return preparation.
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.
With investments in more than 200 companies across 15 countries, Tavistock Group's investment portfolio includes: life sciences, sports teams and sporting events, manufacturing and distribution, oil, gas and energy, financial services, restaurants, commercial properties, private luxury residential properties, resort properties and master - planned real estate developments.
Rosenstein & Associates provides legal services to its clients in all business related matters, including: business formations; business & corporate litigation; transactional matters (contractual matters); wills, trusts and estate planning; assistance with filing for copyrights and trademarks; real estate transactions; asset protection; assistance with tax audits and litigation, asset protection and if necessary, reorganization of a business including providing for protection by filing of a business Bankruptcy.
American General Hospitality Corp., a Dallas - based real estate investment trust, plans to buy five full - service hotels, including the Radisson Hotel in Arlington Heights.
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.
In addition to offering members low loan rates and high savings rates, Signal offers many other benefits to members, including a car buying service, assistance with home and real estate agent search, assistance with insurance, retirement, and financial planning, free financial seminars, and our new LinkRewards program that gives members rewards points based on their banking relationship with the credit union.
Our wealth management service extends beyond asset and investment management to include tax planning, charitable giving and estate planning, creating efficiencies wherever possible.
Bank - owned investment counsel services are often part of an overall «wealth management» division and may include access to experts in financial planning, taxes, estate planning as well as investments.
We provide: • Retirement Services, such as plan rollover options, ** traditional and Roth IRAs, and small business plans • Financial Management, including financial planning, asset and debt management, and estate planning • Insurance Solutions, made up of life, long - term care, and disability protection • Investments, including diversified solutions to help manage and grow assets with stocks, bonds, and mutual funds • Retirement Planning, such as income strategies, pensions, and social planning, asset and debt management, and estate planning • Insurance Solutions, made up of life, long - term care, and disability protection • Investments, including diversified solutions to help manage and grow assets with stocks, bonds, and mutual funds • Retirement Planning, such as income strategies, pensions, and social planning • Insurance Solutions, made up of life, long - term care, and disability protection • Investments, including diversified solutions to help manage and grow assets with stocks, bonds, and mutual funds • Retirement Planning, such as income strategies, pensions, and social Planning, such as income strategies, pensions, and social security
The company through its subsidiaries offers personal and business banking services, consumer and commercial loans, equipment leasing, mortgages, insurance and wealth management services, including investment management, trust and estate administration, retirement planning, custody services, and tax planning and preparation.
The company also provides mortgage lending; treasury management services for businesses, individuals and non-profit entities including wholesale lock box services; remote deposit capture services; trust and wealth management services for businesses, individuals and non-profit entities including financial planning, money management, custodial services and corporate trust services; real estate appraisals; credit - related life and disability insurance; ATMs; telephone banking; on - line and mobile banking services including electronic bill pay; debit cards, gift cards and safe deposit boxes, among other products and services.
Ideally, that fee should include planning (retirement, insurance, taxes, estate), but the level of service varies a lot.
Products include concierge banking, trust and estate planning, portfolio management, trustee services, and retirement plan services such as 401 (k), 403b, 457, profit sharing and pension plans.
Its services include investment and brokerage services, estate and financial planning, fiduciary portfolio management, cash and liability management and specialty asset management.
We provide a full menu of financial planning, insurance, and asset management services, including personal financial planning, investment strategy and portfolio selection, strategic tax planning, retirement income strategies, group RRSP and healthcare plans, wills and estate planning.
The Department of Human Services» Financial Information Service (FIS) offers free money seminars all over Australia on a variety of topics, including: Understanding retirement income streams, Planning for residential care, Estate planning for older Australians, and Understanding your Planning for residential care, Estate planning for older Australians, and Understanding your planning for older Australians, and Understanding your pension.
The Family Defender legal insurance plan is designed to defend you and your family with a wide array of services, including divorce, child support and custody, traffic violations, debt matters, lawsuits, estate planning, real estate transactions and more.
Example services that Sotheby's will now provide include strategic planning with living artists considering all assets toward legacy goals; financial and organizational mapping from a studio to a foundation; advisory management during the estate process to transition assets with a long term view of use and value; and defining and launching programs for foundations to maximize their legacy's reach and impact.
Waterstone Law Group is a full - service firm with practice areas that include Banking Law, Civil Litigation, Corporate / Commercial Law, Employment Law (including ADR), Family Law, Farm Transactions, ICBC Injury Law, BC Personal Injury (including medical malpractice and wrongful death), Real Estate, and Wills and Estate Planning.
With offices in Fort Lauderdale, Boca Raton and Palm Beach, the firm offers a full range of services, including family law; corporate and business law; real estate; bankruptcy and commercial litigation; as well as probate, tax, estate planning; probate and trust litigation; local government law; and administrative law.
With offices in Fort Lauderdale, Boca Raton and Palm Beach, the firm offers a full range of services, including family law, corporate and business law, real estate, bankruptcy and commercial litigation, as well as probate, tax, estate planning, local government law, and administrative law.
Licensed in the Commonwealth of Virginia, I offer my services as a bankruptcy attorney, divorce attorney, and estate planning attorney to individuals and companies in the greater Richmond metropolitan area of the Commonwealth of Virginia, including the City of Richmond, Henrico County, Chesterfield County and Hanover County.
Recent highlights include acting for Cooper Estates Strategic Land in a High Court appeal against Wokingham Borough Council concerning refused planning permission for a major housing development, and advising Telereal Services on a range of matters with regards to a residential unit scheme in Ealing.
Our law practice encompasses all the legal services most individuals will ever need, including divorce and child custody, personal bankruptcy, criminal defense, wills, estate planning and more.
The firm provides full services in the areas of general practice including, but not limited to, civil litigation, plaintiff negligence claims, worker's compensation, social security disability, criminal defense, domestic relations, divorce, custody, real estate, corporate and business transactions, wills, estate planning and estate settlement, bankruptcy, business collections, municipal law, zoning and claims against the government.
Drawing on expertise from across the firm, we can advise single family offices and multi-family offices on a wide range of legal services including tax planning, estate planning, wealth structuring, asset protection and disputes.
While Mr. Allen's practice is primarily focused within the family law arena he also provides legal services in many other areas including, but not limited to, corporate and business representation, civil medical malpractice claims, municipal court and traffic offense matters as well as estate planning.
Notable mandates: Successfully represented Toronto mayor Rob Ford in a libel and defamation action; representing former Liberal MP Borys Wrzesnewskyj in litigation proceeding contesting election in Etobicoke Centre; acting on the establishment of a large residential real estate private equity fund; a complex reorganization of an existing real estate private equity fund into private REIT, the investors in which include several of Canada's largest pension plans and mutual funds; acted for the purchaser in excess of 230 quick service restaurants in Ontario, B.C., and Quebec; acted for management in a proxy dispute involving an interlisted TSX and ASX company, involving various interest holders in several international jurisdictions; represented Pharmascience Inc. at Federal Court of Canada; represented clients such as Apotex Inc. in trademark dispute; represented Canadian Generic Pharmaceutical Association in matters before the Trademark Opposition Board.
All of the listed flat fees for estate plan document - drafting services include:
My practice includes assisting businesses and individuals with a broad range of tax issues, including personal and corporate tax planning, cross border services and estate planning, as well as tax dispute resolution and tax litigation.
Our fee list includes a full list of our prices, including flat fees for estate planning services.
This includes a slew of family law services, landlord / tenant, civil litigation under $ 100k, simple estate planning, small - to medium - estate probate administration (contested and uncontested), bankruptcy, creditor lawsuit defense, business organization and incorporation, attorney demand letters, and several related services.
Our personal services team advise on a diverse range of personal property matters including all types of conveyancing, preparation of wills, administration of estates, estate and trust planning, relationship property and the law relating to the elderly.
From estate planning, lease agreements, divorce settlements, custody arrangements and more, Legal Benefits is the only technology - backed service that covers all legal needs, including access to lawyers from Rocket Lawyer's On Call ® network and easy - to - complete legal documents.
We also help people plan for their family's future by offering a full range of estate planning services, including:
Private Client lawyers engage in sophisticated personal estate and tax planning, probate and trust administration, business succession planning and related legal services for family and individual clients, including:
Stark & Stark's legal solutions for individuals and families cover a wide array of services that includes (but is not limited to) criminal defense, divorce and family law, personal injury, and wills and estate planning.
In addition to our criminal law services, we help people with a variety of other legal matters, including family law, estate planning and personal injury.
Surratt Law Practice provides services in all areas of family law and estate planning throughout Nevada, including but not limited to the following:
Full service office: Our solicitors in Leicester offer a full range of services, including: corporate & commercial, IP / IT, regulatory, construction, planning, property, dispute resolution, employment, insolvency & corporate recovery, family services, residential conveyancing and tax & estate planning.
With more than 90 attorneys, D J P offers a full spectrum of services in a variety of practice areas including: Business & Finance, Intellectual Property, Mergers & Acquisitions, Commercial Litigation, Bankruptcy, Employment, Tax Law, Estate Planning, Real Estate and more.
Trapp Law, LLC, also provides a variety of other legal services, including estate planning, real estate, guardianship and bankruptcy, even in the context of divorce.
- Entrust Financial provides financial services including planning, investment, estate, tax, retirement, and divorce...
We provide quality legal services in many different practice areas, including criminal defense, estate planning and personal injury litigation.
Our services include business litigation, estate planning, immigration and personal injury - and much more.
Main Street woos clients by charging flat fees for all of its services, including family law, elder law, business and corporate law, and will and estate planning.
With offices in Fort Lauderdale, Boca Raton and Palm Beach, Brinkley Morgan offers a full range of services, including family law; corporate and business law; real estate; bankruptcy and commercial litigation; as well as probate, tax, estate planning; probate and trust litigation; local government law; and administrative law.
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