Sentences with phrase «joint investments etc.»

It's also worth mentioning that while the implications of being married or common - law are identical from a tax perspective, that's not always the case when it comes to other financial milestones like estate planning, insurance, joint investments etc..

Not exact matches

• Joint - Ventures and Alliances • Traditional finance (loans, friends, angel investors, etc.) • Enterprise Zone Tax Credits and Refund Services • Local and Online Investment Clubs Community

Similarly, it is possible to set up joint accounts with financial institutions, investment advisors, banks etc., with account agreements with such institutions that have the effect of placing sole ownership in one of the joint owners on the death of the other.

Future Generali Life Insurance Company Limited is a joint venture between Future Group, a leading Indian Retailer with retail outlets like Pantaloons, Big Bazar etc., and Generali Group which is a global insurance group boasting of being counted among the top 50 companies of the world and Industrial Investment Trust Limited (IITL) which is an investmenInvestment Trust Limited (IITL) which is an investmentinvestment company.

Start with your joint assets: joint bank accounts, investment portfolios, retirement assets earned during marriage, etc..

The issues that are typically addressed in mediation are issues related to children: legal custody and residential custody, visitation, child support, allocation of college expenses for the children, health insurance, life insurance; alimony and spousal support; division of real property, including the family home; division of tangible personal property including motor vehicles, boats, furniture, furnishings, art work, etc.; disposition of other property accumulated during the marriage, including bank accounts, investment accounts, pension / profit - sharing / retirement accounts, etc.; payment of credit cards and other debts, and tax matters including decisions relative to filing joint or separate tax returns and claiming the children as dependency deductions.