Sentences with phrase «meet estate planning objectives»
Not exact matches
The plan should set out the school / academy vision for the use of ICT, the long - term aims and short - term objectives, make it clear who is responsible for achieving what, how and by when and what levels of resource — financial, estates - related and human, including training — will be required to meet each target.
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An experienced estate planning attorney can prepare an irrevocable life insurance trust to meet your specific needs and objectives.
The Michigan Law Center is dedicated to helping their valued clients meet all of their estate planning objectives.
Chartered Life Underwriter (CLU) A professional designation (achieved by passing a series of examinations) demonstrating knowledge of life insurance products and their potential uses to meet business, estate planning, retirement planning, and other objectives.
It gives him the flexibility to create an estate plan which specifically meets his objectives.
Resist the temptation to invest in any asset - real estate included - that doesn't meet the core objectives you and your planner have defined for your financial plan or overall investment portfolio.
We are dedicated professionals with expertise in real estate, financial planning, accounting and law that will meet with you free of charge to discuss your business and individual objectives.