Sentences with phrase «other beneficiaries such»

In addition, the surviving spouse / civil partner can «inherit» the other party's nil - rate band, meaning the full # 650,000 can pass to other beneficiaries such as children on the death of the second spouse / civil partner.

Not exact matches

Some 70 % of shares in U.S. - listed companies today are held by mutual funds, pension funds, insurance companies, sovereign funds, and other institutional investors, which manage them on behalf of beneficiaries such as households, pensioners, policy holders, and governments.

Investors should determine if their home state offers a 529 Plan that may offer such favorable tax treatment and benefits to residents or beneficiaries of that state that may not be available to investors or beneficiaries of other states.

Medicare Part B: Supplementary medical insurance for Medicare beneficiaries; provides physician services and other ambulatory care (such as outpatient hospital services and tests).

In some cases, payouts might continue to your spouse, but not be paid out to other beneficiaries, such as children.

Other beneficiaries include Chinese airlines such as Air China, which we own in our China Region Fund (USCOX).

It would not be included in your estate for other purposes, such as paying creditors, unless you named the estate as beneficiary or all your beneficiaries passed away.

If you are not a taxpayer of the state offering the plan, consider before investing whether your or the designated beneficiary's home state offers any state tax or other benefits that are only available for investments in such state's qualified tuition program.

Selecting beneficiaries for retirement benefits is different from choosing beneficiaries for other assets such as life insurance.

I / WE HEREBY RELEASE, WAIVE, DISCHARGE AND COVENANT NOT TO SUE the CHICAGO SPORT & SOCIAL CLUB, INC. («CSSC») and its affiliates (CSSC and its affiliates are referred to collectively as the «CLUB»), the sufficiency of which consideration is expressly acknowledged, and intending to be legally bound, do hereby, for myself, my heirs, executors, administrators, insurers, assigns, attorneys, representatives, agents, beneficiaries, legatees, representatives, successors, assigns and any other persons who may make claims on my behalf (collectively the «RELEASORS») OR ALL SPORTS SERIES / PARK DISTRICT OF HIGHLAND PARK / WINDY CITY FIELD HOUSE / CHICAGO PARK DISTRICT / FITNESS FORMULA CLUBS (FFC — UNION STATION) / URBANA PARK DISTRICT / MADISON PARKS ORGANIZATION / ABUNDANT LIFE CHRISTIAN SCHOOL / LANSING PARKS / CITY OF BLOOMINGTON / UNIVERSITY OF MICHIGAN / CHICAGO PUBLIC SCHOOLS — LAKE VIEW HIGH SCHOOL / CAMP OJIBWA / AUSTIN PARKS AND RECREATION facilities used by the participant, including its owners, managers, promoters, lessees of premises used to conduct the event or program, premises and event inspectors, underwriters, consultants and others who give recommendations, directions, or instructions to engage in risk evaluation or loss control activities regarding the CHICAGO SPORT & SOCIAL CLUB, INC. («CSSC») and its affiliates (CSSC and its affiliates are referred to collectively as the «CLUB»), the sufficiency of which consideration is expressly acknowledged, and intending to be legally bound, do hereby, for myself, my heirs, executors, administrators, insurers, assigns, attorneys, representatives, agents, beneficiaries, legatees, representatives, successors, assigns and any other persons who may make claims on my behalf (collectively the «RELEASORS») OR ALL SPORTS SERIES / PARK DISTRICT OF HIGHLAND PARK / WINDY CITY FIELD HOUSE / CHICAGO PARK DISTRICT / FITNESS FORMULA CLUBS (FFC — UNION STATION) / URBANA PARK DISTRICT / MADISON PARKS ORGANIZATION / ABUNDANT LIFE CHRISTIAN SCHOOL / LANSING PARKS / CITY OF BLOOMINGTON / UNIVERSITY OF MICHIGAN / CHICAGO PUBLIC SCHOOLS — LAKE VIEW HIGH SCHOOL / CAMP OJIBWA / AUSTIN PARKS AND RECREATION facilities or events held at such facility and each of them, their directors, officers, agents, employees, all for the purposes herein referred to as «Releasee»... FROM ALL LIABILITY TO THE UNDERSIGNED, my / our personal representatives, assigns, executors, heirs and next to kin FOR ANY AND ALL CLAIMS, DEMANDS, LOSSES OR DAMAGES AND ANY CLAIMS OR DEMANDS THEREFORE ON ACCOUNT OF ANY INJURY, INCLUDING BUT NOT LIMITED TO THE DEATH OF THE PARTICIPANT OR DAMAGE TO PROPERTY, ARISING OUT OF OR RELATING TO THE EVENT (S) CAUSED OR ALLEGED TO BE CAUSED IN WHOLE OR IN PART BY THE NEGLIGENCE OF THE RELEASEE OR OTHERWISE.

The parent (s) and / or legal guardian (s) will instruct the minor participant that prior to participating in the below ALL SPORTS SERIES AND CHICAGO SPORT & SOCIAL CLUB, INC. («CSSC») and its affiliates (CSSC and its affiliates are referred to collectively as the «CLUB»), the sufficiency of which consideration is expressly acknowledged, and intending to be legally bound, do hereby, for myself, my heirs, executors, administrators, insurers, assigns, attorneys, representatives, agents, beneficiaries, legatees, representatives, successors, assigns and any other persons who may make claims on my behalf (collectively the «RELEASORS»), activity or event, he or she should inspect the facilities and equipment to be used, and if he or she believes anything is unsafe, the participant should immediately advise the officials of such condition and refuse to participate.

I've been able to venture further than the small town where I live and meet some new friends, such as the other St Dunstan's beneficiaries and staff — all of whom have made me feel very welcome.

Prof. Naana Opoku Agyemang commenting further noted the beneficiary students in the free SHS program exclude day students in the 2015/16 academic year that are benefiting from other forms of scholarships such as the Ghana Cocoa Board Scholarships, Northern Scholarships, Secondary Education Improvement Project Scholarships, and those on scholarships provided by NGOs, corporate bodies and individuals.

Therefore, there is a rating mechanism that allows other community beneficiaries of education, such as employers and senior citizens, to provide input to inform student / parent choices.

In such cases, you must report the entire amount on Schedule B of the decedent's return, and then deduct the amount that is being reported by the estate or other beneficiary who actually received the income.

Regarding the decisions about apporting assets among adult children (beneficiaries), there are several consideratikons: relative wealth of each beneficiary; age of each beneficiary, as a guide to life expectancy; other sources of income, if any, available to each beneficiary such as working spouse or likely inheritance and amount from spouse's parents; support and help rendered during lifetime, especially later years; # of young children and their ages for each beneficiary; relative need among beneficiaries to maintain a reasonable standard of living; and so on.

Identify heirs such as siblings, children, grandchildren OR other beneficiaries... include name, approximate age, and relationship.

If you or the designated beneficiary is not a New Hampshire, Massachusetts, Delaware, or Arizona, resident, you may want to consider, before investing, whether your state or the designated beneficiary's home state offers its residents a plan with alternate state tax advantages or other state benefits such as financial aid, scholarship funds and protection from creditors.

It would not be included in your estate for other purposes, such as paying creditors, unless you named the estate as beneficiary or all your beneficiaries passed away.

You should read the Investor Handbook carefully before investing and consider whether your, or the beneficiary's, home state offers any state tax or other state benefits such as financial aid, scholarship funds, and protection from creditors that are only available for investments in its qualified tuition program.

If you are not a Nevada taxpayer, consider before investing whether your or the designated beneficiary's home state offers any state tax or other benefits that are only available for investments in such state's qualified tuition program.

Just like other forms of end of life insurance, you may choose to designate how your beneficiary uses remaining funds, such as donating to a charity, or simply gifting the balance to a predetermined organization.

This page lists the policy specifications such as the name of the insured, the policy owner, the beneficiary, the policy number, the amount of insurance and the premium amount among other things.

If you or the designated beneficiary is not a Delaware resident, you may want to consider, before investing, whether your state or the beneficiary's home state offers its residents a plan with alternate state tax advantages or other state benefits such as financial aid, scholarship funds and protection from creditors.

My husband and I were wondering, since we are beneficiaries on each other's RRIF would it have to all be income in one year for the survivor and also taxed as such?

This designation overrides any other estate planning you may have, such as a will, so you need to be certain the listed beneficiaries are those you actually want to receive a benefit.

Then send it to your beneficiaries or keep it with other emergency documents, such as a will and healthcare directives.

If you are not a Nevada or Iowa taxpayer, consider before investing whether your or the designated beneficiary's home state offers any state tax or other benefits that are only available for investments in such state's qualified tuition program.

For example, if you have a $ 15,000 burial insurance policy and funeral expenses came in at $ 10,000, your beneficiary might choose to use the additional funds to pay for other final expenses such as outstanding medical bills, legal costs, or any other outstanding debts you may owe.

All of the other, secondary benefits, such as survivor benefits by the last - current spouse, spousal benefits, child's benefits, and other beneficiary benefits can be reduced.

If you or your beneficiary live outside of Maryland, you should compare Maryland 529 to any college savings program offered by your home state or your beneficiary's home state, which may offer state tax or other state benefits such as financial aid, scholarship funds, and protection from creditors that are only available for investments in such state's 529 plan.

(The distributions are reported as untaxed income to the beneficiary because section 26 USC 529 (c)(3)(B)(iv) of the Internal Revenue Code of 1986 treats distributions from a 529 college savings plan or other qualified tuition plan as distributions to the beneficiary, meaning that such distributions are (currently untaxed) income to the student.)

Other common examples of IRDs are distributions from tax - deferred qualified retirement plans such as 401 (k) s and traditional Individual Retirement Accounts (IRA) that are passed onto the account holder's beneficiary.

Investors should consider before investing whether their or their beneficiary's home state offers any state tax or other benefits that are only available for investments in such state's qualified tuition program and should consult their tax advisor, attorney and / or other advisor regarding their specific legal, investment or tax situation.

Investors should consider if their or their beneficiary's home state offers any state tax or other benefits that are only available in such state's qualified tuition plan.

This is relevant in other circumstances, such as the member's death where the death benefit beneficiary is a non-dependant, or for rollovers to other funds.

If you are not a taxpayer of the state offering the plan, consider before investing whether your or the designated beneficiary's home state offers any state tax or other benefits that are only available for investments in such state's qualified tuition program.

The state in which you or your beneficiary pays taxes or lives may offer a 529 plan that provides state tax or other benefits, such as financial aid, scholarship funds, and protection from creditors, not otherwise available to you by investing in UESP.

Some assets — such as life insurance policies, IRAs and other qualified retirement plans — are not handled through your will and require you to name a beneficiary.

Whereas the Court confirms that the objective of this change and others in the recast Qualification Directive is the full and inclusive application of the Geneva Convention, read in such a way Article 20 (2) might also serve to seal the EU system off from reference to and comparison with any external source of rights for beneficiaries from international protection, similar to the way the Court sometimes uses the provisions of the Charter of Fundamental Rights without making reference to their equivalent in the ECHR.

Moreover, even if the Commission's recovery order is phrased in quite unusual terms, in that it imposes the recovery of the aid at the level of the investors, «without the possibility for such beneficiaries to transfer the burden of recovery on other subjects», such a factor should not in itself be decisive in order to determine whether the EIGs benefited from State aid or not.

An estate trustee stands in a fiduciary (i.e. trust) position and, as such, is required to show good faith in dealing with the beneficiaries and others.

Beneficiaries may express frustration about having to wait for an estate trustee to receive a tax clearance certificate or respond to other administrative issues, such as collecting assets.

Furthermore, divorce may have important implications for issues such as possession of the matrimonial home and the ability to remain a beneficiary to your spouse's health plan or other employee benefits.

«A trust is the relationship which arises whenever a person (called the trustee) is compelled in equity to hold property, whether real or personal, and whether by legal or equitable title, for the benefit of some persons (of whom he may be one, and who are termed beneficiaries) or for some object permitted by law, in such a way that the real benefit of the property accrues, not to the trustees, but to the beneficiaries or other objects of the trust.»

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.

Some government programs, such as Medicare, are authorized under other law to gain access to certain beneficiary records for administrative purposes.

(g) to categorise my files and make a list of the categories and with a short descriptions of the files in each category, provide copies of the list to my Trustees and to [any person named by them (or) the beneficiaries of my will (other than charities and other bodies)(or)[list names] and provide to any of them copies in computer readable form of such of the files as any of those person requests; and

In this manner, any necessary expenses such as funeral costs, providing a legacy for the beneficiaries and other benefits can be paid out before the policy holder passes away.

The proceeds of such policies provide immediate tax free liquidity to the beneficiaries who can use the proceeds to pay federal and state estate taxes or other expenses.