Sentences with phrase «estate planning services such»

He offers his clients a full range of financial and estate planning services such as fee - based planning, investment advisory and management, wealth management, asset protection planning, and debt reduction and management.

Not exact matches

In addition to portfolio management, does your advisor also offer services such as wealth planning, insurance services, tax planning, estate planning and risk management?

He also suggested asking references about the services they have received in the past, such as investment management, retirement planning, estate planning, tax planning, etc..

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.

If an investor's situation involves complex financial planning issues that extend beyond allocating investments and related services, they might be better served with a more traditional advisor who provides advice in areas such as 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.

An estate planning attorney, software such as Quicken WillMaker, or an online service provider such as Nolo are all ways to create such documents.

Do they offer extra services like tax and estate planning, versus just retail solutions you can get anywhere (such as mutual funds, segregated funds, and ETFs)?

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

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.

In addition to oceanfront real estate and five - star European Plan (EP) hotels, the region would feature high - end amenities such as a full - service marina built for luxury yachts, boutique shopping and a specially - designed oceanfront golf course.

Services provided are the 80 % of legal services that lower - and moderate - income people likely will ever need from an attorney over their lifetimes, such as family law, criminal law, estate planning, probate, small business and non-profit formation, civil litigation, and banServices provided are the 80 % of legal services that lower - and moderate - income people likely will ever need from an attorney over their lifetimes, such as family law, criminal law, estate planning, probate, small business and non-profit formation, civil litigation, and banservices that lower - and moderate - income people likely will ever need from an attorney over their lifetimes, such as family law, criminal law, estate planning, probate, small business and non-profit formation, civil litigation, and bankruptcy.

Residents will need general legal services such has estate planning, business planning, and litigation.

During recessions, demand may decline for some discretionary legal services, such as estate planning, drafting wills, real estate transactions and other types of litigation.

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.

Notable mandates: Successfully represented former 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 in a matter involving investors such as 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.

Because Brinkley Morgan is a full - service law firm, our South Florida real estate attorneys have the advantage of drawing upon the in - house support and knowledge of the Firm's other related practice groups, such as Corporate Law and Business Development; Local Government Law and Relations; Administrative Law and Practice; Business Litigation and Appellate Practice; Taxation; Bankruptcy and Creditors» Rights; Wills, Trusts and Estate Planning; Marital and Family Law; andestate attorneys have the advantage of drawing upon the in - house support and knowledge of the Firm's other related practice groups, such as Corporate Law and Business Development; Local Government Law and Relations; Administrative Law and Practice; Business Litigation and Appellate Practice; Taxation; Bankruptcy and Creditors» Rights; Wills, Trusts and Estate Planning; Marital and Family Law; andEstate Planning; Marital and Family Law; and more.

We also provide quality legal services in areas such as estate planning, real estate, bankruptcy and business — and for municipal, criminal and juvenile court cases.

The Corporate Law Society is committed to promoting the study of corporate law and to preparing its members for successful careers in practice areas such as business planning, financial services, securities regulation, real estate, and tax law.

Shutts & Bowen's Fort Lauderdale office is seeking a Partner in our Trust & Estate Practice Group who provides estate planning, estate administration and related services to individuals, charitable organizations, foundations, and corporate fiduciaries such as banks and trust compEstate Practice Group who provides estate planning, estate administration and related services to individuals, charitable organizations, foundations, and corporate fiduciaries such as banks and trust compestate planning, estate administration and related services to individuals, charitable organizations, foundations, and corporate fiduciaries such as banks and trust compestate administration and related services to individuals, charitable organizations, foundations, and corporate fiduciaries such as banks and trust companies.

Notable mandates: successfully represented former 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; acted on a complex reorganization of an existing real estate private equity fund into private REIT in a matter involving investors such as 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.

Although Phoenix Life Insurance Company offers a variety of financial services and insurance products such as estate planning strategies, annuities, and income strategies, their primary focus is centered on permanent universal, variable, and whole life insurance.

In the Bitcoin news — Georgian Minister of Justice and other government agencies are already planning on inserting real estate documents to its Blockchain network; India - based Axis Bank will soon begin leveraging distributed ledger tech; Indonesian authorities say they have evidence that Islamic State (IS) militants are using online money services such as PayPal and bitcoin to send money to domestic operatives; Kickstarter - backed Board Game Bitcoin Empire Ships; After announcing its move away from Bitcoin to focus on international fiat transfers, Circle received harsh criticism from cryptocurrency users, who accused the company of doing a U-turn on its USP; Interest in «Bitcoin» according to Google search data shows that the the world's hedge fund capital tops all other places in the Tri-State area.

In addition to divorce - related services, we assist with family law issues such as grandparents» rights, responding in cases of domestic violence, estate disputes and estate planning.

We take the time to personally screen professionals, such as real estate agents, financial planners and estate planning attorneys to ensure that they provide the highest quality of service to their clients.

«This is such a positive move for the team at ADS», states Lani Baron, founder of the renowned family law firm, specializing in divorce mediation and related estate planning services for families in transition.

The tax plan could be a «windfall» for real estate and investment finance industries (such as hedge funds and real estate funds), according to Marc Landis, partner at Phillips Nizer LLP, a full - service law firm.

The Insurance Corporation's view is that the preparation of such reports is not the provision of Real Estate Services and thus falls outside of coverage provided in the Indemnity Plan.