Sentences with phrase «preserve your assets during»

Gifts from Your Will or Trust Need to preserve your assets during your lifetime?

Together with their co-presenters from the Ontario Securities Commission, Jordan and Adrienne discussed the broad powers of securities regulators to preserve assets during investigations.

Not exact matches

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.

In our view, Apache has the balance sheet and asset quality to survive continued volatility in oil and gas prices, and we like how the management team is preserving and growing per share value during the commodity price downturn.

In the case of the TRIS reforms, the CGT relief provisions seek to preserve the exemption for unrealised gains that accrued during the period when, if the relevant assets had been disposed of, the gains would have been exempt in the fund.

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.

There is a reason they are part of nearly every 401 (k) fund lineup: They offer participants a conservative option and an opportunity to preserve assets, especially during volatile economic times or when workers are approaching retirement age and want to hold onto what they have rather than take risks.

Trusts and other estate planning tools help people manage their assets during their lifetime and preserve them for their heirs.

A Prenuptial Agreement can preserve your separate assets despite any commingling that might occur during the marriage.

Rather, we use the knowledge we have acquired during our many years of schooling and practice to advise you on the best way to protect your family, and preserve and distribute your assets in the manner you choose.