Sentences with phrase «provide estate planning services»

We also represent individuals in civil litigation, handle real estate transactions, provide estate planning services, and defend clients in criminal cases.

Matt also provides estate planning services and assists clients in estate administration and probate litigation.

Ferriter Law provides estate planning services, wills, trusts, elder law services, asset protection and Medicaid planning to families just like you.

GPS&L also provides estate planning services, including the development of related tax strategies.

On his work: «Providing estate planning services to economically - challenged individuals is of vital importance, perhaps even more so than for those in better financial situations.

Not exact matches

The office provides legal services in corporate, labor and employment, financial restructuring and bankruptcy, intellectual property, municipal insolvency, litigation, taxation and wealth planning, trusts and estates, business succession planning and real estate.

The marketing brochure for the Royal Vista Professional Centre says developer Prime Real Estate Group focuses on providing project planning, development, construction, leasing and asset management services to projects throughout North America.

Alternatively, working with a high - quality asset management company that charged no more than 1.50 % in per annum in management fees but who provided the white - glove service that made comprehensive tax, estate, and portfolio planning easier, might have made it possible to achieve financial independence and multi-generational wealth much more quickly.

We provide investment advisory services to individuals, trusts, estates, defined benefit plans, institutions, foundations and endowments.

Jones & Roth offers its clients a unique, in - house Oregon Estate and Trust Services Team that can provide accounting, tax planning, financial planning, investment advice and insurance analysis all under one roof.

If an investor's situation involves complex financial planning issues that extend beyond allocating investments and related services, they might be better served with a more traditional advisor who provides advice in areas such as estate planning.

Rosenstein & Associates provides legal services to its clients in all business related matters, including: business formations; business & corporate litigation; transactional matters (contractual matters); wills, trusts and estate planning; assistance with filing for copyrights and trademarks; real estate transactions; asset protection; assistance with tax audits and litigation, asset protection and if necessary, reorganization of a business including providing for protection by filing of a business Bankruptcy.

RCP Companies, an Alabama - based real estate firm, announced its partnership with Southern Fried Hospitality to provide both hospitality management and restaurant development services at the company's premier, master - planned, mixed - use communities currently under development in Huntsville.

«Rather than poorly serviced mono - estates bolted - on to market towns, we must plan for new neighbourhoods and community extensions which ensure that the housing provided offers a variety of tenure, with the provision of live / works spaces and local services, all in sustainable communities where people want to live and work,» comments Town and County Planning Association (TCPA) senior policy officer, Fiona Mannion.

Instead he provided «indirect services to the law firm in the areas of corporate trusts, tax certiorari, wills and estate, land use and planning.»

Environment & Planning» RFP # 4.3.2.36 Michael Anthony - TO PROVIDE Real Estate Services for Erie County / Erie County Sewer District No. 4, 36 Michael Anthony, Lancaster, N.Y.

In accordance with Local Law No. 6, proposals are requested by the Erie County Department of Environment and Planning, Division of Sewerage Management (DEP) to provide Professional Real Estate Services for all phases of the sale of real property owned by the County in Erie County Sewer District No. 4.

About Blog Our mission at WealthCo Financial Advisory Services Inc. is simply to provide personalized investment and estate planning advice that minimizes our clients» financial concerns and maximizes their security.

Here at Sprinter of Hoffman Estates, a leading Sprinter dealer serving Schaumburg, we know that it's not easy to set up a maintenance plan that provides the service that your fleet of commercial vehicles requires.

Ben (Paul's brother) is the sole proprietor of Atma Vera, a law firm in East Lansing, Michigan, that provides legal services in estate planning, tax, and copyright.

Discuss ideas on how to get even more value out of your relationship — perhaps they have insight on taxes, estate planning, or providing services for your family members that would make your partnership even more valuable.

We provide: • Retirement Services, such as plan rollover options, ** traditional and Roth IRAs, and small business plans • Financial Management, including financial planning, asset and debt management, and estate planning • Insurance Solutions, made up of life, long - term care, and disability protection • Investments, including diversified solutions to help manage and grow assets with stocks, bonds, and mutual funds • Retirement Planning, such as income strategies, pensions, and social planning, asset and debt management, and estate planning • Insurance Solutions, made up of life, long - term care, and disability protection • Investments, including diversified solutions to help manage and grow assets with stocks, bonds, and mutual funds • Retirement Planning, such as income strategies, pensions, and social planning • Insurance Solutions, made up of life, long - term care, and disability protection • Investments, including diversified solutions to help manage and grow assets with stocks, bonds, and mutual funds • Retirement Planning, such as income strategies, pensions, and social Planning, such as income strategies, pensions, and social security

The company also provides mortgage lending; treasury management services for businesses, individuals and non-profit entities including wholesale lock box services; remote deposit capture services; trust and wealth management services for businesses, individuals and non-profit entities including financial planning, money management, custodial services and corporate trust services; real estate appraisals; credit - related life and disability insurance; ATMs; telephone banking; on - line and mobile banking services including electronic bill pay; debit cards, gift cards and safe deposit boxes, among other products and services.

Laird Norton Wealth Management provides fee - only financial planning, trust services and investment management.Our mission: provide comprehensive client solutions and results — in investment management, financial planning, and trust and estate planning.

Indexia Finance National Trust Bank provides professional fiduciary services to help ensure the legacy you desire is carried out according to your wishes.Trusts are often the outcome of a well - thought out estate plan.

Hope Investment Services also provides retirement, estate and business succession planning services to individuals and instiServices also provides retirement, estate and business succession planning services to individuals and instiservices to individuals and institutions.

In addition to providing traditional tax and accounting services for successful individuals and businesses, the firm specialized in real estate, technology and small business tax planning.

Michael R. Miley, CRPC at Ameriprise Financial Services, provides a full range of comprehensive financial planning services, investment advisory, estate planning and wealth management, group benefits and specializing in retirement planning, income and benefit needs 180 Good Drive Suite # 1, Lancaster, PA 17603 (717) Services, provides a full range of comprehensive financial planning services, investment advisory, estate planning and wealth management, group benefits and specializing in retirement planning, income and benefit needs 180 Good Drive Suite # 1, Lancaster, PA 17603 (717) services, investment advisory, estate planning and wealth management, group benefits and specializing in retirement planning, income and benefit needs 180 Good Drive Suite # 1, Lancaster, PA 17603 [phone]

We provide a full menu of financial planning, insurance, and asset management services, including personal financial planning, investment strategy and portfolio selection, strategic tax planning, retirement income strategies, group RRSP and healthcare plans, wills and estate planning.

Heron Wealth is a New York City - based wealth management firm that provides fee - only financial planning, investment advice and estate planning services.

In addition, Zions Direct affiliates work closely together to meet customer's investment, wealth advisory, and banking needs by providing estate and trust planning services, home and business loans, checking and saving accounts, and other banking services.

Through our partnership with Tulsa Community Foundation (read more) and as a service for our donors and friends, DVIS provides complimentary, confidential, estate planning services.

About Blog Our mission at WealthCo Financial Advisory Services Inc. is simply to provide personalized investment and estate planning advice that minimizes our clients» financial concerns and maximizes their security.

Laird Norton Wealth Management provides fee - only financial planning, trust services and investment management.Our mission: provide comprehensive client solutions and results — in investment management, financial planning, and trust and estate planning.

Example services that Sotheby's will now provide include strategic planning with living artists considering all assets toward legacy goals; financial and organizational mapping from a studio to a foundation; advisory management during the estate process to transition assets with a long term view of use and value; and defining and launching programs for foundations to maximize their legacy's reach and impact.

If you're an attorney who provides estate - planning services, you probably took note of last week's announcement from Facebook.

If your post relates to an area for which you provide a very specific service, you may want your call to action to be a request for readers to call for your free year - end estate plan review, etc..

Our adherence to that motto transcends the legal services we provide, whether in complicated business law, complex litigation, family law or estate planning.

Services provided are the 80 % of legal services that lower - and moderate - income people likely will ever need from an attorney over their lifetimes, such as family law, criminal law, estate planning, probate, small business and non-profit formation, civil litigation, and banServices provided are the 80 % of legal services that lower - and moderate - income people likely will ever need from an attorney over their lifetimes, such as family law, criminal law, estate planning, probate, small business and non-profit formation, civil litigation, and banservices that lower - and moderate - income people likely will ever need from an attorney over their lifetimes, such as family law, criminal law, estate planning, probate, small business and non-profit formation, civil litigation, and bankruptcy.

The Private Client team provides a wide range of services, advising on wills, estates, tax planning, Power of Attorney, Court of Protection, trusts and asset protection.

Wills for Heroes, pro bono legal services providing wills and estate planning for first responders and their families.

At the law firm of Stegall, Katz & Whitaker, P.C., our Phoenix estate planning attorneys provide quality legal services to individuals and families seeking to create an estate plan.

The firm provides full services in the areas of general practice including, but not limited to, civil litigation, plaintiff negligence claims, worker's compensation, social security disability, criminal defense, domestic relations, divorce, custody, real estate, corporate and business transactions, wills, estate planning and estate settlement, bankruptcy, business collections, municipal law, zoning and claims against the government.

While Mr. Allen's practice is primarily focused within the family law arena he also provides legal services in many other areas including, but not limited to, corporate and business representation, civil medical malpractice claims, municipal court and traffic offense matters as well as estate planning.

For more than 70 years, the Huntsville law firm of Johnston, Moore & Thompson has provided estate planning and probate administration services to clients throughout North Alabama.

He provides estate planning, probate, business, and litigation services.

We provide quality legal services primarily in the areas of business law, real estate, wills, trusts, estate planning and probate.

The platform is built so that estate planning attorneys can provide a new service that adds value, guidance and billing opportunities with their clients, while giving family members an easier way to deal with the burdens that come with complicated estate management.

Since then I have spent my career in the practice of law and in service to families, small businesses and nonprofit organizations and small businesses providing business, estate planning, and family legal counsel and many other levels of professional service to my clientele.

The Law Offices of Joshua E. Stern provide divorce, family law and estate planning services to clients in Evanston, Chicago, Deerfield, Glencoe, Glenview, Highland Park, Lincolnwood, Northbrook, Northfield, Rogers Park, Skokie, Wilmette and Winnetka.