'Estate planning' presentation slideshows

Estate planning - PowerPoint PPT Presentation


ESTATE PLANNING

ESTATE PLANNING

ESTATE PLANNING. BY OLIVER PORTWAY & CAROLANNE BARKLA HEUZENROEDERS LAWYERS. Disclaimer .

By EllenMixel
(474 views)

Estate Planning

Estate Planning

Estate Planning. Advanced Level. How Long Will You Live?. Americans, on average, live to 77.9 years old Why is this important?. Your Present Self Impacts Future Self. What are you most afraid of?. Snakes Creepy Crawlies Scary Spaces Other People Heights.

By johana
(207 views)

Annual Meeting

Annual Meeting

Annual Meeting. November 4, 2018. Acknowledgements . Thank you for coming tonight and for the support you have provided during the past year. 2018 TRF Board Members . Carole Arco Eric Balthasar Juanita Berdis John Berka Pete Croner (Treasurer) Judi Ekola Brandon Epting

By bat
(222 views)

Examining the Tax Cuts and Jobs Act

Examining the Tax Cuts and Jobs Act

Examining the Tax Cuts and Jobs Act. 304436 12/16. Topics for today. 1. Key provisions of the new law. 2. Planning considerations and strategies. Key provisions. Highlights of the new tax law. Lower marginal tax rates for individuals, estates, and businesses

By alda
(170 views)

Commercial Banking

Commercial Banking

Commercial Banking. Theresa Carr – Utopia High School. Reach For Your Horizon. Commercial Banking Overview. Commercial banks provide banking services to individuals, small businesses and large organizations

By errol
(219 views)

Tax Research Methodology

Tax Research Methodology

Tax Research Methodology. Tx 8030. Conducting Tax Research. Establish facts. Identify issues. Locate authority. Evaluate authority. Develop conclusions. This course addresses steps __ through __. The other Tx courses will help you improve at steps __ and __. Communicate results.

By stasia
(239 views)

PRESENTATION ON ESTATE PLANNING

PRESENTATION ON ESTATE PLANNING

PRESENTATION ON ESTATE PLANNING. Presented by Derek Puchert. Estate Planning . Reviewing Your Will Death or Unsuitability of Parties to will Change in personal Circumstances Beneficiary Nominations Heirs VS Legatees Change In the Law. CREDIT CONTROL. QUESTIONS?.

By suchi
(124 views)

Westchester Assisted living

Westchester Assisted living

We offer several informational videos which help you a better understanding of the issues facing families who must deal with estate planning issues. New York is an improved superior Assisted Living ability in Westchester County.

By David590646
(140 views)

Your Job Description

Your Job Description

Your Job Description . Befriend Intrigue Disturb Offer options. Sell The Plan. Use A Sample Plan … . PDF to all prospects with meeting confirmation email Send 3 copies to them at work with further confirmation. Share this spare copy with a work colleague who you care about….

By keelia
(0 views)

International Tax and Estate Planning Law Firm of Cantor

International Tax and Estate Planning Law Firm of Cantor

1888PressRelease - Cantor

By donaldhood
(123 views)

Master of Taxation

Master of Taxation

Master of Taxation. University of Waterloo mtax.ca. Why Tax?. Interesting/fulfilling career Many career options Public accounting (e.g. KPMG, Deloitte, E&Y, PWC) Industry (e.g. BlackBerry/Kraft Foods) Government (e.g. Canada Revenue Agency) Education (e.g. Professor of Tax).

By feo
(119 views)

Financial Responsibility and Money Management: Personal Budgeting

Financial Responsibility and Money Management: Personal Budgeting

Financial Responsibility and Money Management: Personal Budgeting. Big Ideas Responsible personal finance decisions are based upon reliable information and used to reach personal goals A personal financial plan includes financial goals and a budget. A Budget includes ……?

By manasa
(135 views)

Name

Name

Name. Compliance-Approved Title. Business Company Name. Marketing Slogan (optional: must be approved for use by Marketing Regulatory Review ). Phone #. Alt. Phone #. E-mail address. Website. Insert Compliance-approved disclosure. Member FINRA/SIPC . ????. Don’t Procrastinate.

By river
(108 views)

Financial Planning

Financial Planning

Financial Planning. Agenda. Start time: ____ Break time: ____ (10 minutes) End time: ____ Please set phones to silent ring and answer outside of the room. Financial Planning. This module covers: How to define your personal financial goals

By kaori
(86 views)

Farm Transition & Estate Planning Programming: Participant Behavioral Change, Cumulative Outcomes & Impacts 200

Farm Transition & Estate Planning Programming: Participant Behavioral Change, Cumulative Outcomes & Impacts 200

Farm Transition & Estate Planning Programming: Participant Behavioral Change, Cumulative Outcomes & Impacts 2004 - 2010. Gary A. Hachfeld Extension Educator – Ag Business Management NCRME Conference St. Louis, MO. April 11-13, 2011. Program Goals.

By tarala
(68 views)

Purchasing Property in the UK

Purchasing Property in the UK

Purchasing Property in the UK. Mr Stefano Lucatello Senior Partner Kobalt Law LLP Office 5 Fairbank Studios, 71/85 Burnaby Street, Chelsea, SW10-0NS Web: www.kobaltlaw.co.uk Email: stefanol@kobaltlaw.co.uk Tel: 0207 739 1700 Regulated by the Solicitors Regulatory Authority UK.

By kirkan
(170 views)

Improve Your Practice by Adding Business Succession Planning Services

Improve Your Practice by Adding Business Succession Planning Services

Improve Your Practice by Adding Business Succession Planning Services. Presented By: James J. Flick Central Florida Forum of Estate Planning Attorneys Orlando, Florida February 22 , 2013 . I.) INTRODUCTION.

By rimona
(101 views)

Estate Planning/WILLS

Estate Planning/WILLS

Estate Planning/WILLS. Estate. All that a person owns, less all that person’s debts. If the deceased has executed proper legal documents (Will). The activities of the estate will be carried out by the executor Executor-person or institution named by the decedent to carry out these functions

By leanna
(99 views)

Woman Take Charge of Your Money – Chapter 6 - Eight Reality Checks

Woman Take Charge of Your Money – Chapter 6 - Eight Reality Checks

Woman Take Charge of Your Money – Chapter 6 - Eight Reality Checks. For your checkbook. Carolyn Castleberry. Commit It All To The Lord. Truly committing our financial future to God is one of the hardest things to do

By meris
(94 views)

Learning to Save

Learning to Save

Learning to Save. Take Charge and Reach Your Goals . Learning to Save. PICPA –the Pennsylvania Institute of Certified Public Accountants PICPA is a professional association of more than 19,000 CPAs working together to improve the profession and serve the public interest.

By natara
(65 views)

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