Sentences with phrase «provide estate planning strategies»

A bankruptcy attorney can provide estate planning strategies that may impact your disposable income calculations and make it easier to «pass» the Chapter 7 means test.

Not exact matches

Life insurance and your estate plan Consider a strategy that aims to provide flexibility and manage taxes.

Your advisor can provide access to the appropriate resources and will partner with you and any professionals like your attorney and accountant, to help you develop financial, income tax, and estate planning strategies.

From small schools that benefit from the Property Support Helpdesk for both planned and reactive maintenance, through to a complete Estate Strategy Plan for the largest MAT, Strictly Education provides premises expertise at all levels.

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

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.

To provide our clients with sound strategies for estate planning, wealth protection and sustained wealth - building to provide a path to financial freedom.

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

In addition to being staunch advocates for elder rights, our attorneys provide a wide array of estate planning and asset protection strategies.

To provide our clients with sound strategies for estate planning, wealth protection and sustained wealth - building to provide a path to financial freedom.

Professional Experience Waddell & Reed (Naperville, IL) 2009 — Present Financial Advisor • Identify and develop leads of prospective clients of financial planning and investment services, focusing on generating sales to potential and existing clients and maintaining high - quality customer service • Establish investment policy statements for individuals utilizing portfolio theory and asset allocation techniques to manage risk and drive efficient return • Employ tools in tax planning, investments, retirement strategies, education savings, asset protection, and heath care needs to address client concerns • Provide comprehensive estate planning services, including the drafting of wills and other legal documents

New Jersey, USA About Blog Financial Advisor provides readers with sophisticated estate planning and investment strategies to help them better invest for their affluent clients.

Paralegal — Duties & Responsibilities Provide excellent legal and administrative support in a fast paced, high intensity law firm environment Perform legal research and document preparation such as affidavits, contracts, and correspondence Discover and analyze applicable case law, statutes, codes, and influential secondary sources Develop experience with civil litigation including employment, contract, real estate, and business law Responsible for pretrial preparation such as exhibit organization and documentation Manage client case files in company electronic filing system resulting in accurate and organized records Monitor and update firm law library with up to date primary and secondary sources Participate in civil, criminal, and administrative mock trials Train in all evidentiary, procedural, and substantive aspects of litigation Proficient in public relations theory, strategy, and comprehensive campaign management Develop and implement communications plans through in depth analysis of client challenges Create brand awareness, corporate identity, logos, signage, special events, and strategic partnerships Oversee company budgets, support staff, contracts, and daily operations

It will provide management consulting services to U.S. and Canadian real estate brokerages regarding expansion strategies, business planning, market analysis, compensation evaluation and leadership development.

• The number one reason to engage in social media and social networking should be to help consumers • Create your business social network • Convey your real estate social marketing value • You can create success in any marketplace • You must have a strategy and a plan for social networking and social media to create your «Real Estate Social Network» • Focus on consumer needs by providing relevant information and cestate social marketing value • You can create success in any marketplace • You must have a strategy and a plan for social networking and social media to create your «Real Estate Social Network» • Focus on consumer needs by providing relevant information and cEstate Social Network» • Focus on consumer needs by providing relevant information and content

We provide unparalleled real estate services through our integrated global corporate services platform, which combines transaction management, real estate and logistics consulting, workplace strategies, strategic facilities and operations planning, project and development management, and facilities and property management disciplines.

Re / Max has launched a new entrepreneurial series, led by real estate coach Ken Goodfellow, for its top sales reps.. The entrepreneurial program, exclusive to Re / Max, provides sales associates who have achieved Platinum Status (more than $ 250,000 in annual commission) with «the skills necessary to create a «systems driven» business, including strategies to achieve long - term growth, financial planning and leadership skills for better results,» says the company.

In April, Koll tied the knot with Alliance Capital Management of New York to form Alliance Capital / Koll Real Estate Securities, an investment management initiative providing investment strategies to institutional investors planning to expand or move real estate holdings into publicly traded real estate investment tEstate Securities, an investment management initiative providing investment strategies to institutional investors planning to expand or move real estate holdings into publicly traded real estate investment testate holdings into publicly traded real estate investment testate investment trusts.

A division of T3 Sixty, T3 Broker will provide management consulting services to U.S. and Canadian real estate brokerages regarding expansion strategies, business planning, market analysis, compensation evaluation and leadership development.

As leader of a full - service real estate advisory practice, Tamela has provided national and global clients with a wide range of services, including developing market strategy, site selection, leasing advisory, national retail roll - outs, global portfolio advisory, space utilization, strategic planning and financial services.