Sentences with phrase «preserve assets while»

The estate planning process is meant to help you manage and preserve assets while you're alive and to conserve and control distribution after your death in accordance with your goals and objectives.

Not exact matches

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.

Moving a higher percentage of your assets from stocks to bonds and / or cash makes sense, because while you may not be making all the gains from stocks you might, you are preserving capital.

Seeking to grow assets and provide income while preserving principal and managing volatility.

The local knowledge and experience of Dr Tourenq and Tim Field — Banrock Station's Wetland and Conservation Ranger — are key to helping maintain a healthy and resilient river system — one in which irrigated agriculture such as winemaking can continue to flourish while environmental assets are preserved for the benefit of all Australians.

«Your plan offers a compromise that preserves an important aviation asset while also creating a new lakefront park space.»

The books of the bygone era, passed onto us as public assets need to be preserved and cherished as relics, while also made to meet the -LSB-...]

May 2017 by Dera Johnsen - Tracy Estate planning and gifting strategies can be used to preserve assets, while still allowing a person to maintain eligibility for Medicaid.

The fund seeks to achieve total return by providing income while preserving capital through investing primarily in a diverse portfolio of short term private and public fixed income and floating rate assets.

It also means you draw down your risky assets (investments) while preserving your risk - free assets (your government - paid, inflation - protected pensions).

Speak to one of our Business Solutions Representatives to learn how Innovis can help you improve your contact rates and maximize the productivity and effectiveness of your operations, while preserving your most valuable asset — your customer relationships.

For example, if you are young and have a long investment horizon, you may want more exposure to growth assets, while people who are retiring may be more interested in preserving their savings.

We can show you creative ways to use your assets to benefit American Humane Association, while at the same time preserving the benefits of those assets for you and your family.

«They provide commercial privacy with support for transactions where asset types and amounts are opaque while preserving the public verifiability inherent to bitcoin,» the announcement blog post reads.

They provide commercial privacy with support for transactions where asset types and amounts are opaque while preserving the public verifiability inherent to Bitcoin.

In the end, we arrived at a mutually satisfying settlement that benefited both of the divorcing partners as well as the children while preserving more of the family assets than a litigated process would have allowed.