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2 Dec 2013, 5:24 pm
Wealth management consists of sophisticated, financial decisions related to real estate, securities, estate planning, business formation, taxes, etc. [read post]
26 Jan 2011, 2:10 am
The companies, which are 85% owned by affiliates of Wind Point Partners, reported in court filings that they've reached an agreement with holders of a majority of both their first lien and second lien debt to reduce their current $252 million in debt by approximately $140 million. [read post]
20 Mar 2019, 3:06 am
Tax Implications 4. [read post]
4 Apr 2009, 8:29 am
Come learn with us; bring your family members and your professional advisors. [read post]
15 Mar 2019, 9:00 am
The person the testator designates as Trustee is not required to assume the role or may resign at some point. [read post]
21 Feb 2019, 7:07 am
A divorce attorney will present a legal overview of the divorce process, a financial advisor will show you how to prepare for divorce, and discuss the financial and tax implications of property division and support and a mental health professional will talk about how you and your family can better cope with the stress of divorce, including strategies for communicating effectively, for rebuilding self-esteem and for insulating your children from the conflict. [read post]
18 Dec 2013, 9:22 am
Another point to consider is the sales charge and upfront fees. [read post]
19 Jan 2015, 6:04 am
Briefly: At Talking Points Memo, Sahil Kapur suggests that “[r]emarks in 2010 by Rep. [read post]
30 May 2011, 7:29 am
This is now a moot point anyway, since as of July 1 a new Florida law now forbids the use of springing powers of attorney. [read post]
1 Mar 2023, 12:44 pm
The Employee acknowledges that the terms of this Agreement are confidential and agrees not to disclose them to any third person, other than spouses, or as necessary to professional advisors for purposes of obtaining legal counsel or tax advice, or unless legally compelled to do so by a court or administrative agency of competent jurisdiction. [read post]
13 Sep 2011, 7:00 am
Funeral directors are listeners, advisors and supporters. [read post]
18 Dec 2015, 6:36 am
Friends, family and other professional advisors are trustworthy sources. [read post]
12 Nov 2011, 8:10 pm
I’d ask why that funding does not qualify — to cite Amidror, Israel’s national-security advisor — as “interference in Israel’s internal affairs.” But you already know the answer to that. [read post]
9 Sep 2007, 9:32 pm
Had Mr and Mrs W availed themselves of a competent advisor, they would have learned about Health Savings Accounts (for example), which would allow the W's to put money aside for future claims (on a tax advantaged basis, to boot) while enjoying the security of a health insurance plan for catastrophic claims such as noted above.Hard to believe, but it gets dumber. [read post]
22 Jan 2019, 4:00 am
Often they are to the point of ridiculous, offering a 30% or 40% annual return. [read post]
15 Sep 2011, 8:22 am
At this point, the crucial part of the scam takes place. [read post]
3 Feb 2017, 7:08 pm
If those interviews pre-date the conclusion of any investigative process, it points to any investigation being just for show, as there's not currently a job available. [read post]
23 Sep 2009, 11:40 am
In addition the Lambda Legal Alliance (for which he is faculty advisor) decided this year to do a film series, with three each semester, accompanied by introductory talks and/or discussion, but he is unsure at this point whether it will take off. [read post]
7 Aug 2014, 7:22 am
Seniors can sell their policy for 30 to 60 percent of its death benefit value and put the money into an irrevocable, tax-free fund designated specifically for their care. [read post]
25 Apr 2007, 11:22 am
Fitzpatrick to corroborate and substantiate his points is persuasive and convincing," said Barry Minkow, Co-Founder of the Fraud Discovery Institute. [read post]
