Search for: "Annuity Fund"
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16 Aug 2011, 1:49 pm
A Durable Power of Attorney can be used to grant someone else the authority to make gifts on your behalf, or even establish and fund trusts – including estate planning and/or Medicaid trusts. [read post]
13 Aug 2011, 1:40 pm
The money which is set aside in a trust fund or other tax sheltered annuity (another common example is a charitable trust), is not taxable by the government. [read post]
10 Aug 2011, 2:36 pm
In the event that the policy holder requires long-term care, the funds come from the other component(s). [read post]
10 Aug 2011, 6:33 am
In the event that the policy holder requires long-term care, the funds come from the other component(s). [read post]
8 Aug 2011, 9:10 am
Monies that are deemed “likely to be exempt from execution” are defined as Social Security Benefits, Veterans’ Benefits, Federal Retirement Benefits and specific types of annuities and all other benefits protected by Federal Law. [read post]
6 Aug 2011, 10:52 am
In yet another innovative move by Allstate Financial and their structured settlement division, it was announced this week that Allstate would be rolling out a “non-qualified” annuity funding vehicle that would allow for the structuring of oil and gas lease bonus payments. [read post]
5 Aug 2011, 4:23 pm
In yet another innovative move by Allstate Financial and their structured settlement division, it was announced this week that Allstate would be rolling out yet another “non-qualified” annuity funding vehicle that would allow for the structuring of oil and gas lease bonus payments. [read post]
5 Aug 2011, 4:23 pm
In yet another innovative move by Allstate Financial and their structured settlement division, it was announced this week that Allstate would be rolling out yet another “non-qualified” annuity funding vehicle that would allow for the structuring of oil and gas lease bonus payments. [read post]
5 Aug 2011, 12:53 pm
What do we mean by properly funded? [read post]
5 Aug 2011, 8:52 am
They prefer safe, conservative investments such as certificates of deposit or annuities, both of which guarantee a return. [read post]
4 Aug 2011, 5:57 am
Donors may contribute any marketable asset to a Donor Advised Fund, including securities, mutual funds, land, annuity contracts, and even shares of a privately held business. [read post]
3 Aug 2011, 9:43 am
The participants in the agreement, which apparently included Allianz, Fireman’s Fund, Allstate, State Farm and Travelers among other liability insurers who previously purchased ELNY annuities to fund structured settlements, have signed confidentiality agreements with the NYLB. [read post]
3 Aug 2011, 2:51 am
., Serial Nos. 77252690, 77252698, and 77252707 [Appeal from disclaimer requirement of "recycled paper" in the marks RECYCLED PAPER GREETINGS, COMIC RELEAF RECYCLED PAPER GREETINGS and design, and RECYCLED PAPER GREETINGS and design, for greeting cards].August 23, 2011 - 10 AM: In re Modern Woodmen of America, Serial No. 77308794, 77308779, and 77308822 [Section 2(d) refusal of the mark shown below for "banking services including checking and savings account services, credit card… [read post]
2 Aug 2011, 1:26 pm
President Obama’s budget creates a new class of tax restrictions that would prevent the use of valuation discounts in some family-controlled companies.Curbing the Use of Dynasty TrustsDynasty trusts are funded with assets that pass free of the GST tax exemption. [read post]
1 Aug 2011, 4:39 am
The promissory note provides for a return of the loaned funds in equal payments over a term coinciding with the ineligibility period. [read post]
31 Jul 2011, 6:00 pm
If the spouse remarries, the spouse receives 24 months of death benefits or the lifetime annuity value, if less. [read post]
29 Jul 2011, 10:31 am
The plan is intended to protect approximately 11,000 ELNY annuity recipients including approximately 8000 structured settlement recipients. [read post]
29 Jul 2011, 1:28 am
In American Equity, the court in July 2010 vacated an SEC rule regulating fixed indexed annuities under the 1933 Securities Act (42 SRLR 1365, 7/19/10). [read post]
28 Jul 2011, 10:13 am
Virginia Dunn of Integrity Funding Sources, has "resurfaced" with all the fervor of a paraphrased Sam The Sham and the Pharoahs lyric: I swear by the hair on my "Ginny" chin chin I'm gonna find a way... [read post]
24 Jul 2011, 5:40 pm
The alternative was a revised annuity from Aurora the terms of which varied based upon what the ELIC annuity had promised. [read post]
