Sentences with phrase «family assets through»

I lead the family team in Leeds and advise clients on how to protect family assets through cohabitation agreements and pre-nuptial agreements.

Not exact matches

Through the educational process, you should know and understand why your assets are invested in a strategy, how it ties to your family index number and both the time horizon and volatility expected from the strategy.

The Bush family make the bulk of its wealth supporting the Third Reich through Union Banking Corporation of NYC (and about 20 other companies that they owned or controlled), which had it assets seized by the US Congress for violations of the «Trading with Enemies Act», and that is a historical fact that can be verified by a search of the Congressional Record.

More likely, any assets a family once possessed through the labor of its slaves have long since disappeared.

That a significant number of troubled youths who pass through Family Court are minorities suggests that a role model in what is now an all - white judiciary could be an asset.

Integrated into this educational program will be an ongoing emphasis on the development of life long professional skills and Habits of Heart and Mind that will develop and empower students» and families» capacity to support sustained success through higher education, career, and beyond, helping families to recognize and build upon their assets so that they can obtain their future goals.

We offer both passive index and actively - managed funds spanning equity, fixed - income and real assets through both our family of collective investment funds and customized separately managed accounts.

Opening up your own business adds additional risks to your family's finances, but also greatly increases the amount you are able to contribute to tax advantaged retirement accounts through SEP IRAs and Solo 401 (k) s. Early retirement may mean saving in a taxable account with proper asset allocation, vacations may mean budgeting for extra expenses.

The second will is for assets like personal effects and shares in the family business, which do not need to go through probate (also known in Ontario as an Estate Administration Tax or — aptly!

Randy was seeking to find a better way to remain invested in equities (the asset class with the highest long - term returns) through market cycles, for himself and his family and friends, in order to avoid or reduce the emotions and mathematical impacts of major losses upon long - term investment goals.

By 49, I had more than enough assets to care for my family if my business failed, at least to put the kids through college.

The retirement fund may have to be replenished by borrowing — perhaps through a second mortgage — causing further financial strain on family assets.

We determine membership by aggregating assets of all eligible accounts held by the investor and his or her immediate family members who reside at the same address, including investments in Vanguard mutual funds, Vanguard ETFs, annuities through Vanguard, The Vanguard 529 Plan, certain small - business accounts, and employer - sponsored retirement plans for which Vanguard provides record keeping services.

Commencement Financial Planning LLC is registered with the Washington State Department of Institutions as a Registered Investment Advisor providing fee - only investment portfolio advice, wealth management, and comprehensive financial planning services to individuals and families planning for or in retirement as well as those managing assets accumulated through earnings, inheritance, or financial settlement.

Every bank offering includes a family of funds that are meant to operate as a standalone portfolio, with a target asset allocation and automatic rebalancing to that target, available to retail investors through the branch mutual fund sales force.

With sponsored assets over US$ 61 billion as at February 28, 2011, Invesco PowerShares Capital Management LLC is leading the Intelligent ETF Revolution ™ through its family of more than 145 U.S. and international ETFs.

Trusts don't go through the probate process, and, since that process can be costly and lengthy, putting your business assets in a trust is a great way to keep it running smoothly through what will be a difficult time for your family.

She also guides clients through the review of non-probate assets to make sure the overall family wealth transfer plan is in harmony.

I'm able to protect family assets in businesses and trusts, help unmarried couples through the legal steps when preparing cohabitation and prenuptial agreements.

We'll help you figure out if Chapter 7 bankruptcy or Chapter 13 bankruptcy is right for your family, and Wagner & Wagner will protect your assets while you go through the bankruptcy process.

Ideally, you and your spouse will decide together how you want to divide the marital property — you'll have to decide things like whether one of you will keep the family home and buy out the other spouse's interest or whether you'll sell the house; who will keep the furniture and other tangible property; how you'll divide retirement assets that each of you has accrued through your work; and how to deal with marital debts.

The odds of family law counsel being able to guide the court through all these subtleties and variations strike me as low, unless they have a lot of time or the assets are very valuable.

During divorce, forensic (or investigative) accounting professionals can trace the paper - trail of funds through the various accounts of the marriage, determine the actual income of the family, verify claims of «co-mingling» marital and separate assets, or determine the validity of a potential claim for dissipation of marital assets (see «Dissipation Issues,» below, for more on this topic).

Through post-judgment proceedings, plaintiff learned one of the individual defendants was trustee of an irrevocable family trust whose sole asset was four pieces of real estate formerly owned by the defendant's father.

In these pages, Brian shares his decades of experience as a family lawyer and his in - depth knowledge about divorce - related tax issues with other family law attorneys as well as high - net - worth individuals facing divorce, offering information to help them avoid tax traps and preserve their assets through the process.

Life insurance is generally thought of for those in their 20s through their 40s because they have yet to build up the financial assets needed to cover their families in case they pass away unexpectedly.

For more than 100 years, we've helped families protect their futures through affordable insurance, asset protection and retirement solutions.

Our insurance requirements keep changing through different junctures in our lives - changes in family composition, changes in income and expenses, changes in liabilities and assets, etc..

The alternative to final expense insurance is to raise money through liquidation of your assets, charity, or forcing your family and friends to cover you final costs.

announcements by the Prime Minister that the Commonwealth Government wants «to make native title and communal land work better» by adding «opportunities for families and communities to build economic independence and wealth through use of their communal land assets»

Rather we want to add opportunities for families and communities to build economic independence and wealth through use of their communal land assets.

A family trust is an estate planning device used to transfer assets to family members without those assets having to go through probate.

The Collaborative Divorce process gives couples the opportunity to confidentially create their own customized divorce, focusing on protecting their families and preserving their resources and assets through solutions - oriented interest - based negotiation.

And sadly many people underestimate the level of pain they will go through if they decide to divorce or separate — kids, assets, finance, extended family and friends — the story — gone.

Mediation helps protect your family and helps preserve your assets through interest - based negotiations.

The Collaborative Divorce Process is different because it enables the couple to create their own customized divorce, focusing on protecting their families and preserving their resources and assets through solution - oriented, interest - based negotiations.

At Papa & Roberts, PLLC, our lead family law attorney Benjamin Papa is one of the pioneers of Collaborative Divorce in Middle Tennessee and has extensive training and experience representing clients through the process, including clients with limited assets as well as clients with multimillion - dollar estates.

Collaborative Divorce Financial Professionals, usually CPAs or CFPs who have also received specialized training in the Collaborative Process, are most effective at analyzing the financial facts, preparing workable budgets, devising fair and practical asset and liability allocations, and guiding the divorcing couple through the difficult discussion of family finances.

Lifestart has been a priceless asset to our family life, I have received the support every 1st time mum needs to help my child develop to the best of his ability and already at 3 years old his advanced skills are shining through.

In an interview with AdvocateDaily.com, Toronto family lawyer Katherine Robinson says when it comes to common - law spouses sharing assets, there are no automatic protections through the law if an asset is in one spouse's name only.

In May 2005, the Prime Minister announced the government's intention «to make native title and communal land work better» by adding «opportunities for families and communities to build economic independence and wealth through use of their communal land assets».

Going to a family court in North Carolina would not have resulted in the same division of assets — including business interests — that these two couples were able to negotiate through the collaborative process.

Support for this research was provided through awards to Dr. Su Yeong Kim from the (1) American Psychological Foundation / Council of Graduate Departments of Psychology, Ruth G. and Joseph D. Matarazzo Grant; (2) California Association of Family and Consumer Sciences, Extended Education Fund; and (3) American Association of Family and Consumer Sciences, Massachusetts Avenue Building Assets Fund; and an award to Dr. Angela Chia - Chen Chen from the (4) American Nurses Foundation Grant.

In 2005, the Prime Minister announced that he wanted to make «native title and communal land work better» by adding «opportunities for families and communities to build economic independence and wealth through use of their communal land assets.»

Just as a successful retirement takes early planning, passing on assets to your family should be thought through ahead of time.

«In real estate, which many family offices access through direct investment or investment in private funds, there is not the kind of liquidity one might wish to have when you feel forced to invest in overpriced assets,» he adds.

Perhaps most importantly, this collaborative process has enhanced each client's level of expertise in 1031 exchanges, asset management, property management, and developing real estate — knowledge and skills that should be handed down through each family's generations.

As a nationally certified, Seniors Real Estate Specialist she provides expertise to address the changing homeownership needs of families age 50 + through lifestyle transitions in relocating, refinancing or selling a seniors most valued and valuable asset, their home.