Their obvious purpose is to
preserve assets so that there is something against which a final order can be enforced.
Not exact matches
So draw down on the inflexible
assets first,
preserving your flexible
assets.
So while the 4 percent model called for a 50/50 stock / bond allocation, even those with a more conservative
asset allocation could still draw down 4 percent annually adjusted for inflation and reasonably expect to
preserve their capital.
a) investing their own money alongside you,
so your interests are aligned b) a stake in the company they work at i.e. it is a partnership or employee - owned c) a proven ability to outperform an index over the long - term (at least 10 years) d) reasonable charges — preferably no more than a 1 % management fee and no performance fee e) a concentrated, high conviction portfolio i.e. they do not just hug their benchmark f) a low -
asset - turnover ratio i.e. they have a long - term investment horizon and rarely sell investments g) a proven ability to
preserve capital during the bad times h) a stable team who have worked together for a number of years.
The firm represents $ 2.5 billion in
assets under advisement, and its family office supports all aspects of sudden wealth events
so their clients can confidently get on with their life's pursuits as PagnatoKarp seeks to
preserve and protect their wealth.
Liquidating a portfolio or other
assets prematurely may compromise your long - term goals,
so borrowing funds may be a better strategy to
preserve your
assets and take advantage of investment opportunities.
Thus professional philanthropoids at the great foundations like to
preserve capital
assets so as to survive to another day; and amateur givers as well like to maintain some distance between themselves and beneficiaries to stave off troublesome dependencies that will diminish them or limit their freedom.
We must protect and
preserve all our existing transportation
assets — bridges, highways, transit systems, and more —
so that future generations enjoy safe, reliable transportation wherever they live and work.»
Asset allocation works hand in hand with risk aversion because if an investor is more risk averse and wants to
preserve capital they may decide to purchase a collection of various blue chip large cap stocks in addition to bonds and certificates of deposit
so if any one sector or instrument drops significantly the overall portfolio isn't as negatively affected.
If you wish to use GST planning for your children
so that your
assets can benefit them during their lifetimes and then pass to your grandchildren without incurring estate tax at that time, you must
preserve the GST exemption.
When the kids are a couple of years away from university, Jennifer should adjust the
asset mix
so it is even more conservative — as much as 80 % bonds to
preserve capital.
So draw down on the inflexible
assets first,
preserving your flexible
assets.
Her firm is focused on planning for persons with disabilities of all ages,
preserving assets and helping to access resources to foster independence and vitality of life, and
so she touches on the best interests for those with disabilities and changes she would like to see in elder law.
Much of Elder Law and Estate Planning is about protecting and
preserving the
assets you worked
so hard to accumulate, and transferring that wealth to your loved ones in accordance with your wishes.
«For instance there is a death benefit of up to 100 per cent
so that your
assets are
preserved for your loved ones, in addition to bypassing the probate process.