Sentences with phrase «of asset preservation»

South Florida - 3 locations About Blog The Karp Law Firm helps South Florida residents and their families in the areas of asset preservation, wills and trusts, estate planning, Medicaid planning, Veterans benefits, probate and trust administration, and planning for special needs individuals.

Because these vehicles now house billions of dollars in retirement assets for both individuals and corporations, the importance of asset preservation within them has become a critical issue.

In addition, they offer something for all situations, whether it's a guaranteed death benefit, growth accumulation, or some type of asset preservation.

Not exact matches

Bob Bauman is one of the world's leading authorities on offshore asset protection and privacy preservation.

The Hard Assets Alliance was created in 2012 by a group of trusted independent financial researchers who believe that every investor should hold physical precious metals for both capital preservation and capital gains.

The «It Can't Happen to Me» syndrome unfortunately is the very reason why so few Westerners today own the ultimate wealth preservation assets, physical gold and physical silver, to curb the negative consequences of global banker currency wars that have been intensifying since the financial crisis of 2008.

Most asset allocation models fall somewhere between four objectives: preservation of capital, income, balanced, or growth.

Model 1 - Preservation of Capital Asset allocation models designed for the preservation of capital are largely for those who expect to use their cash within the next twelve months and do not wish to risk losing even a small percentage of principal value for the possibility of caPreservation of Capital Asset allocation models designed for the preservation of capital are largely for those who expect to use their cash within the next twelve months and do not wish to risk losing even a small percentage of principal value for the possibility of capreservation of capital are largely for those who expect to use their cash within the next twelve months and do not wish to risk losing even a small percentage of principal value for the possibility of capital gains.

As a personal rule of thumb I would argue for the preservation of at least 30 % of your personal assets as a cushion against total financial ruin.

This led to the creation of MAM in 1998, an asset management company based on wealth preservation principles.

Place a higher priority on spending in retirement than the preservation of assets for your heirs.

The Vatican's primary motivations were then, as now «the maintenance of secrecy, the avoidance of scandal, the protection of the reputation of the Church, and the preservation of its assets.

«Rather than razing a much loved and much needed community asset in Elizabeth Street Garden, the City should work with Community Board 2 to select more appropriate locations that will allow for both affordable housing and preservation of the Garden.»

The event, sponsored by the New York State Office of Parks, Recreation and Historic Preservation and Parks & Trails New York, is a statewide event to enhance parks, historic sites and public lands and raise awareness and visibility to the state's outdoor recreation assets and their needs.

The Rolling Deck to Repository (R2R) program provides fleet - wide management of underway data to ensure preservation of, and access to, our national oceanographic research assets.

An agency that is well - versed in transcreation is a valuable asset since this process is used by many international industries and is vital for the preservation of a text's meaning in the translation process.

Graduates work in diverse areas of the information profession, such as user experience design, digital asset management, information architecture, electronic records management, information governance, digital preservation, and librarianship.

The Fund's objective is to seek current income and capital appreciation consistent with the preservation of capital by investing predominantly in the approximately $ 600 billion commercial mortgage backed securities («CMBS») market that is secured by income - producing commercial real estate assets predominantly in the United States.

Long term care insurance provides financial asset protection and wealth preservation by providing income benefits if you are unable to perform 2 of 6 activities of daily living or have a cognitive disease, such as Parkinson's or Alzheimer's.

Whether you're seeking growth, preservation or income, Manulife Private Investment Pools (MPIP) offers a range of asset classes, managed by experienced portfolio management teams.

Place a higher priority on spending in retirement than the preservation of assets for your heirs.

Your financial focus is moving from accumulation of wealth to preservation and management of assets.

Regular readers of this blog know I put the upmost premium on the concept of preservation of capital and asset allocation investing.

Keep a slice of your portfolio in each asset class so that you can take advantage of both higher returns and safety of capital preservation.

David Jane, Miton multi asset fund manager, says: «We are firm believers that capital preservation should be prioritised alongside return generation and have created a solution which provides the flexibility to move aggressively out of equities in difficult market conditions.

This is important because long term care insurance planning is a critical part of asset protection and wealth preservation.

I previously had investments in a managed account (charging 1 % of assets each year) run by seasoned investment advisors with an impressive 30 year track record whose primary objective was preservation of capital.

Please feel free to contact Asset Preservation, Inc. if you have any questions concerning the viability of a 1031 exchange transaction.

Asset Preservation would appreciate the opportunity to work with you on your next exchange regardless of how simple or complex.

In response to increased activity in many vacation markets, Asset Preservation has created a brand - new Vacation Home Handbook that covers many tax issues related to the ownership and sale of a vacation or second home.

Asset Preservation, Inc. (API), it's officers or employees are not authorized or permitted under applicable laws to provide tax or legal advice to any client or prospective client of API.

Investors have to put their money somewhere and that somewhere is always based off their considerations of risk / preservation and return / growth across a range of assets.

Bankruptcy is about preservation of assets and discharge (forgiveness) of debt.

Prior to joining S&P Dow Jones Indices, Maria was a portfolio manager and trader of insurance and private pension fund mandates with HSBC Global Asset Management Mexico, developing ad - hoc investment strategies for their portfolios that focused on capital preservation and portfolio immunization within investment philosophy.

In my role as a financial writer and editor, I specializes in unique, overlooked investment strategies, growth with income stocks, imaginative investment themes, tax - advantaged themes, risk management, technologies to capture gains and reduce losses, real estate related opportunities, effective wealth preservation techniques, and the use of ETFs for diversification and asset allocation.

Capital Preservation — This sort of strategy aligns with more conservative investors and perhaps those nearing retirement whose top priority is to safeguard their assets and ensure stability in the portfolio.

As large populations across the globe transition into retirement, the inevitable drawdown of assets is increasing demand for capital preservation strategies.

Lipper ratings for Preservation reflect the Funds» historical loss avoidance relative to other funds within the same asset class, as of 3/31/18.

In addition, CTO has a clear sustainable tourism strategy that recognises the delicate balance between economic benefit and the preservation of assets, including natural assets.

«We did not feel there had been adequate maintenance of the building and therefore preservation of the assets for the benefit of the New Haven arts community, and there hadn't been an attempt to reach out to the arts community,» Connecticut Economic Development Administrator Matt Nemerson reported.

Our skilled team of Matrimonial Home Preservation Order lawyers knows the family home in BC represents most families» largest asset.

In considering the equitable distribution award, the appellate court first pointed out the distinction between the considerations in equitable distribution and the considerations for spousal support, that spousal support requires a consideration of the equities between the parties and the standard of living established during the marriage while equitable distribution is concerned with the acquisition, growth and preservation of marital assets, citing Lightburn v. Lightburn, 22 Va..

Sarasota Law Firm, Norton Hammersley is comprised of 10 attorneys and four main practice groups: real estate, business and tax law, trial practice and dispute resolution, and estate planning / administration and asset preservation.

With over 25 years of Sarasota Law Practice experience, Norton Hammersley, a Martindale - Hubbell AV - rated law firm, is comprised of 10 attorneys and four main practice groups: real estate, business and tax law, trial practice and dispute resolution, and estate planning / administration and asset preservation.

The husband brought a motion to stay pending appeal the motion judge's order (1) requiring the identification and preservation of assets pending further order of the court, (2) scheduling the wife's contempt motion against the husband, and (3) permitting the wife to examine to non-parties.

As a Vancouver property division lawyer, Leena knows that preservation of assets is the most important task to maintain during family litigation as people may spend money out of vengeance, steal money or dissipate with money.

Some of our lawyers have experience acting for clients located in US and in Europe and one of our lawyers has acted for clients based in China, sometimes in proceedings requiring urgent court ordered remediesfor the recovery or preservation of assets.

«Problems such as oversea investments, asset transfers, the preservation and inheritance of wealth, and logical tax avoidance, are still quite new subjects for Chinese people to touch upon, therefore, the relevant law related to these subjects are still very unfamiliar to them, which can thus lead to lawsuits.»

Representation of a global Fortune 50 financial company in banking, insurance and asset management business with assets under management in the U.S. and abroad of approximately $ 2 to $ 3 trillion; he assists this client in revising and updating their global records retention and information security policies, and in implementing new preservation policies and litigation hold protocols

They fall victim to something known as the paradox of wealth preservation by investing in supposedly safe assets that, well, actually destroy their wealth.