Sentences with phrase «including asset protection planning»

Not exact matches

When considering rolling over assets from an employer plan to an IRA, factors that should be considered and compared between the employer plan and the IRA include fees and expenses, services offered, investment options, when penalty free withdrawals are available, treatment of employer stock, when required minimum distributions begin and protection of assets from creditors and bankruptcy.

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.

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.

The Audi Pure Protection Program includes a portfolio of coverage options in conjunction with or above the manufacturer's limited warranty for your Audi vehicle: Certified pre-owned Service Contract Plan Term Care Select Service Guaranteed Asset Protection (GAP) Plan Lease Excess Wear Protection Audi Financial Services also offers these vehicle protection programs: Audi Appearance Guard Audi PrestigeProtection Program includes a portfolio of coverage options in conjunction with or above the manufacturer's limited warranty for your Audi vehicle: Certified pre-owned Service Contract Plan Term Care Select Service Guaranteed Asset Protection (GAP) Plan Lease Excess Wear Protection Audi Financial Services also offers these vehicle protection programs: Audi Appearance Guard Audi PrestigeProtection (GAP) Plan Lease Excess Wear Protection Audi Financial Services also offers these vehicle protection programs: Audi Appearance Guard Audi PrestigeProtection Audi Financial Services also offers these vehicle protection programs: Audi Appearance Guard Audi Prestigeprotection programs: Audi Appearance Guard Audi Prestige Insurance

The Guys cover a variety of topics, including investing strategies, tax and asset protection planning, market and property due diligence, and even international diversification.

There are many types of college savings plans, including «529», «Coverdell,» «UGAM,» and «Asset Protection Trust.»

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

** Before deciding whether to retain assets in an employer sponsored plan or roll over to an IRA and investor should consider various factors including but not limited to: investment options, fees and expenses, services, withdrawal penalties, protection from creditors and legal judgments, required minimum distributions and possession of employer stock.

Two asset protection benefits are, one, that an irrevocable trust may be set up for the employee to own the policy, such as an irrevocable life insurance trust OR another type of grantor trust, and this can assure that the policy will not be included in the employee's taxable estate for split dollar estate planning purposes.

When considering rolling over assets from an employer plan to an IRA, factors that should be considered and compared between the employer plan and the IRA include fees and expenses, services offered, investment options, when no fee withdrawals are available, treatment of employer stock, when required minimum distributions begin and some protection of assets or limited protection and some exceptions apply.

Pilar's practice includes pre-immigration tax planning, tax impact of alternative structures for U.S. and foreign persons, asset protection vehicles and corporate reorganizations.

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.

Asset protection strategies can include smart and proactive tax planning to shield your assets from unnecessary and burdensome taxation.

For the first time in the UAE, the local, private and corporate community can now efficiently and locally deploy these structures for a variety of services, including family succession planning, tax planning, asset protection, wealth management and corporate structuring, without relying on foreign regimes and practices.

Trusts can be used for a variety of purposes, including inheritance tax planning, protection of assets, and for charitable activities.

Mr. Hafen's practice includes advice regarding sophisticated tax, estate, asset protection, and business planning strategies, including the preparation of documents such as wills, living trusts, durable powers of attorney, healthcare directives, asset protection trusts, irrevocable life insurance trusts, gift programs, grantor retained annuity trusts, education trusts, family limited partnerships and limited liability companies, generation - skipping transfers, charitable giving, charitable remainder trusts, private foundations, property agreements, and prenuptial and postnuptial agreements.

Denver estate planning lawyers provide a wide range of legal services to fit your needs including: • Last Will and Testament • Medical Powers of attorney / Living Wills • Trusts • Asset Protection • Probate

Her particular areas of expertise are wills, covering areas such as tax planning, providing for disabled beneficiaries and other complex or unusual circumstances, administration of estates, including high net worth cases involving agricultural and business property, deeds of variation and elderly client issues, including community care, asset protection trusts, powers of attorney and court of protection.

Since its inception, Pollock Begg has dedicated its practice to family law, including alimony, divorce, custody, support, business valuation, asset planning, protection from abuse, adoption and prenuptial agreements.

Mary is a frequent writer and speaker on tax, benefits, asset protection planning, and estate planning topics as well as on law practice related topics including improving the delivery of legal services, technology in the practice of law, building sustainable law firms, and alternative fee structures.

Inter Vivos is an estate planning law firm offering customized planning solutions including Estate Planning, Tax Planning, Asset Protection Planning, Business Planning, Legacy Planning and Estate Adminisplanning law firm offering customized planning solutions including Estate Planning, Tax Planning, Asset Protection Planning, Business Planning, Legacy Planning and Estate Adminisplanning solutions including Estate Planning, Tax Planning, Asset Protection Planning, Business Planning, Legacy Planning and Estate AdminisPlanning, Tax Planning, Asset Protection Planning, Business Planning, Legacy Planning and Estate AdminisPlanning, Asset Protection Planning, Business Planning, Legacy Planning and Estate AdminisPlanning, Business Planning, Legacy Planning and Estate AdminisPlanning, Legacy Planning and Estate AdminisPlanning and Estate Administration.

The Universal Life Insurance plans we offer have been designed to help meet the life insurance needs and financial goals of many clients - including individuals whose focus is on death benefit protection for estate planning, retirement, and asset preservation purposes.

In addition to assisting its clients with financial planning and asset protection, TIAA has also earned numerous awards and accolades, including being named as the Best Overall Fund Company by Lipper in 2017, for the fifth consecutive year.

Two asset protection benefits are, one, that an irrevocable trust may be set up for the employee to own the policy, such as an irrevocable life insurance trust OR another type of grantor trust, and this can assure that the policy will not be included in the employee's taxable estate for split dollar estate planning purposes.

Provided planning to clients on home and auto purchases to include full range of asset protection insurances

Professional Experience Waddell & Reed (Naperville, IL) 2009 — Present Financial Advisor • Identify and develop leads of prospective clients of financial planning and investment services, focusing on generating sales to potential and existing clients and maintaining high - quality customer service • Establish investment policy statements for individuals utilizing portfolio theory and asset allocation techniques to manage risk and drive efficient return • Employ tools in tax planning, investments, retirement strategies, education savings, asset protection, and heath care needs to address client concerns • Provide comprehensive estate planning services, including the drafting of wills and other legal documents

Ty Supancic, Esquire Attorney Ty Supancic practices extensively in the area of Consensual Dispute Resolution including mediated divorce, collaborative divorce, estate planning (wills & trusts), and asset protection.

Sogand \'s representative cases include preparation and enforcement of premarital agreements, highly contested divorces with significant assets, alimony disputes, debt, preparation of parenting plans, domestic and international custody disputes with jurisdictional complexities, post-divorce custody modification, civil protection orders, contested step - parent adoption, and complex and contested foster - parent adoptions.

We focus on the unique concerns, needs and objectives of our clients at every stage in the cycle of estate planning (from initial planning through estate administration and, if necessary, probate) and of real estate ownership (including asset protection, entity formation, acquisition, syndication, financing, development, construction, leasing, management and sale).