Sentences with phrase «in estate planning matters»

Our agents are highly experienced in estate planning matters and we would be happy to help you with any of your life insurance needs.

Our lawyers provide invaluable assistance to you and your family in all estate planning matters, including:

In addition, Greg has an established practice in estate planning matters.

The firm also has a wealth of experience in estate planning matters involving estates containing large amounts of land and other agricultural property.

Laurence K. Gould, Jr. has practiced law in Los Angeles since 1971 where he specializes in estate planning matters in the Tax and Estate Planning Department.

Financial planners and insurance providers can provide great insight in estate planning matters.

Whether you are experiencing a divorce or need guidance in an estate planning matter, Surovell Isaacs & Levy PLC in Fairfax can attend to your needs.

Not exact matches

He is a Certified Specialist both in Taxation Law and in Estate Planning, Trust & Probate Law (The State Bar of California, Board of Legal Specialization) admitted to practice law in California, Hawai'i and Arizona (inactive), specializing in Federal and state civil tax and criminal tax controversy matters and tax litigation, including tax - related examinations and investigations for individuals, business enterprises, partnerships, limited liability companies, and corporations.

AARP: Retirement Planning CFA Institute: Retirement Security Choose to Save: Ballpark E$ timate ® Edelman Financial Services LLC: Retirement & Estate Planning Financial Mentor ®: Retirement Calculators How to Save Money for Retirement (retirement savings guide) IRS: Adding Automatic Enrollment to Section 401 (k) Plans — Sample Amendments IRS: Changes in Your Life May Affect Retirement Planning IRS: Help with Choosing a Retirement Plan NEFE Financial Workshop Kits Retirement Series Preparing for Retirement from DOL Save it Like You Mean It: The (Non-Scary) Guide to Retirement Planning Saving Matters from DOL U.S. Department of Labor: Taking the Mystery Out of Retirement Planning WISER: What Women Need to Know About Retirement

We are qualified to assist our clients when they are in need of qualified legal advice or representation, in such legal matters concerning contracts, business formation, litigation, intellectual property including (trademarks and copyrights), real estate, taxes, estate planning, asset protection, and if the need should arise, reorganization in bankruptcy.

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.

By planning the listing of your home well in advance, you can set goals with your real estate agent and avoid having to take the first offer that comes your way, no matter the financial repercussions.

AARP: Retirement Planning CFA Institute: Retirement Security Choose to Save: Ballpark E$ timate ® Edelman Financial Services LLC: Retirement & Estate Planning Financial Mentor ®: Retirement Calculators How to Save Money for Retirement (retirement savings guide) IRS: Adding Automatic Enrollment to Section 401 (k) Plans — Sample Amendments IRS: Changes in Your Life May Affect Retirement Planning IRS: Help with Choosing a Retirement Plan NEFE Financial Workshop Kits Retirement Series Preparing for Retirement from DOL Save it Like You Mean It: The (Non-Scary) Guide to Retirement Planning Saving Matters from DOL U.S. Department of Labor: Taking the Mystery Out of Retirement Planning WISER: What Women Need to Know About Retirement

Of course, there are other financial matters to be aware of: for instance, having enough insurance, knowing how to optimize your taxes and creating an estate plan should also belong in a basic plan, but most people starting out don't occupy themselves with these matters right away, especially if they already receive medical insurance from their employer.

«Credit card debt has a high interest rate by its very nature and it's unlikely no matter how well you do in your RRSP or TFSA you'll beat [the rate on your debt],» says Jamie Golombek, managing director, tax & estate planning with CIBC.

Kim Kimbell Charles D. (Kim) Kimbell is a founding partner of the Santa Barbara law firm of Allen & Kimbell, LLP, a medium - size firm specializing in real estate matters, estate planning, general business, and litigation relating to those fields.

He is based in the firm's Wymondham office and specialises in private client matters, spanning estate administration and planning, will drafting, and Court of Protection issues.

Remember, estate planning is about protecting what matters to you, in my case is that online presence I've built throughout the years, that's a valuable asset.

Our Family Law Practice Group attorneys understand the delicate nature of Family Law matters and offer a unique combination of experience in business litigation, trust and estate planning, taxation, business valuation, trial practice and alternative dispute resolution, along with a depth of knowledge in family law... Learn More

Jamie McHenry is an associate attorney in Schneider Smeltz Spieth Bell LLP's Trusts & Estates practice group, focusing in the areas of probate, estate planning, and tax matters.

In some private law firms, workload standards may be set for measuring the more routine work that is performed for non-business client matters, such as real estate closings, bankruptcies, personal injury matters and preparation of simple estate plans.

Located in Sacramento County, California the Law Office of Joan Medeiros assists clients with estate planning and elder law matters.

«Camilla Wallace's private wealth practice includes estate and tax planning for UK individuals, and she also advises clients with assets in multiple jurisdictions on wealth - structuring matters.

He represents individuals and businesses in a variety of areas, including business and real estate transactions, business succession planning, regulatory matters and commercial litigation.

The Eleff Law Group, in Bethesda, Silver Spring and Frederick, Maryland, provides skilled legal counsel in matters of estate planning, business transactions, commercial real estate and more.

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.

The firm focuses exclusively in representing high net worth private international clients in tax planning, estate planning and related matters.

In addition, Edmund also advises high net worth individuals, private banks and trust companies in personal tax, as well as in trust and estate planning matterIn addition, Edmund also advises high net worth individuals, private banks and trust companies in personal tax, as well as in trust and estate planning matterin personal tax, as well as in trust and estate planning matterin trust and estate planning matters.

Alan Sackrin and Lawrence Tolchinsky have over four decades of combined legal experience in real estate, estate planning, probate, business law, personal injury, and civil litigation matters.

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.

About St. John, Bowling, Lawrence & Quagliana, LLP St. John, Bowling, Lawrence & Quagliana, LLP, representing RRHA in this case, is a litigation firm that has past experience in 42 U.S.C. § 1983 public housing litigation and represents clients in Virginia state and federal courts in matters including civil rights law, business law, eminent domain, criminal defense, college and university disciplinary proceedings, government representation, estate planning and real estate matters.

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.

Christopher has experience in advising UK resident and non-domiciled clients on a range of personal matters, from the creation of wills and trusts, through to estate planning.

He has extensive experience representing lenders, businesses, and real estate entities in a wide range of transactional and business matters including commercial and asset - based lending, floor plan lending for the automobile industry, real estate financing, project and construction financing, bond financing, letters of credit, and loans for Employee Stock Ownership Plans (ESOPs).

In addition to personal injury cases, the firm also assists clients with real estate litigation, municipal court matters, medical malpractice, commercial litigations, estate planning, workers compensation, insurance litigation, PIP, condominium litigation, and collections.

While the emphasis of the real estate group is on transactional and planning matters, it is supported by our team of litigation attorneys, proficient in resolving disputes concerning real estate, creditors rights, and permit matters.

She has also lectured at seminars for other attorneys and for paralegals on topics in areas of family law and estate planning and related matters.

As an aside, it is important to recite that the court heard no evidence from the vendor; from the vendor's solicitor; from Cs» architects who advised Cs on planning matters; or the estate agent who had sold the property, as to the likely attitude of the vendor to, for example, any attempt to introduce a «call - in» clause.

He is also a certified specialist in Estate Planning, Trust and Probate Law and has extensive experience handling tax, business, and personal planning Planning, Trust and Probate Law and has extensive experience handling tax, business, and personal planning planning matters.

For strong legal representation in divorce, estate planning, criminal defense or any other legal matter, contact our law firm.

In her practice Andrea advises clients on a wide range of matters pertaining to estate planning and administration, international and domestic trusts, guardianship, and succession planning.

She finds it rewarding to assist clients in navigating often difficult topics requiring legal and practical decisions — whether it be planning estates and trusts, handling uncontested matters, or resolving disputes.

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.

Mark Kmiecik is a corporate attorney in the Milwaukee office of Davis & Kuelthau where he advises clients on international, federal, state, and local tax matters, as well as represents clients in the areas of estate planning, probate and trust administration, business succession planning, marital property, and tax planning.

The team at Linder Myers is adept at handling the full array of trusts and estates work and regularly advises on tax planning and estate matters for farmers and landowners, in addition to handling issues affecting the elderly.

Private wealth partners Erik Wallace and Laurence Ho, both of whom are US - qualified and have a wealth of experience of US tax and estate planning matters, joined the firm's Hong Kong office in 2016 and 2017 respectively.

A 1978 graduate of Cornell University and a 1982 graduate of the Widener University School of Law, in Wilmington, Delaware, attorney Mark S. Pinnie focuses his practice on two primary areas — litigation - related matters, usually involving personal injury, and estate planning and administration.

The Firm serves clients in Asset Protection and Estate Planning, Criminal Defense, Probation Violations, Juvenile Cases, Domestic Abuse Cases, DUI Defense, Self - defense and Firearms Law, Business Torts and Business Contract matters.

We offer experienced, in - depth legal representation in matters pertaining to business, real estate, criminal defense personal injury and estate planning.

For legal help in your matters of business law and real estate, family law or estate planning, call Carmody Holliday Legal Services, PLLC, at 406-552-4193 to schedule your consultation.