There is no easy answer, as Patricia Annino, a lawyer with Boston firm Prince Lobel Tye, quickly illustrates. One client put a $4 million Nantucket vacation home in a credit-shelter trust with an eye on a rapidly appreciating asset that the.
The Financial Industry Regulatory Authority, a nonprofit entity authorized by Congress to protect investors, listed Monroe as an Albany-based employee of Voya Financial Advisors , the former ING Group, since 2006. Before that, Monroe was in Latham with .
Of course, there is no such thing as a perfect retirement income planning tool, and since the QLAC is a relatively new product, it's more important than ever that advisors have a concrete understanding of the potential benefits—as well as the.
Governor Cuomo Issues Letter Calling for Federal Assistance for Penn Station Resolution | Governor Andrew M. Cuomo Governor Andrew M. Cuomo - NY.gov.
THE RENOVATION of Savannah's only Jewish museum holds important implications for all of us, even if you don't know a knish from a kishke. Listen, dahlink, this isn't about theology or politics. And I'm not here to debate whether “Jewish” means a.
So now is the time to ask yourself a simple question, "What is your financial advisor doing for you?" Is he/she just managing your money? Or are they providing other services to meet your needs? Financial services industry consultant, Bob Veres.
Francis Gluchowski was asked about a Senate memo from 2001 that told lawmakers to file financial disclosure forms by May 15 delivered by hand. Assistant U.S. Attorney Elizabeth Coombe tried to probe as to why that was the case, but Sharpe agreed with a .
See new members of the New York State Bar and other local people who have been hired or promoted recently. New lawyer Liang Shi of Chicago, right, take a photograph of he and friends as they wait for the New ... more. Photo: Michael P. Farrell.
By early Wednesday evening, the website of Capital Financial Planning was no longer showing the profile of Monroe, a financial planner for 20 years. "Are you employed?" the judge asked Monroe at his arraignment in Guilderland Town Court. "I was .
The last graduating class born in the 20th century has left the Cougar den of John F. Kennedy High School. “For 50 years, John F. Kennedy has forged a tradition of excellence based on the core values of scholarship, integrity and service,” said.
“Despite the austere benefit design, these plans still provide important financial protection,” Katherine Hempstead , Robert Wood Johnson Foundation senior advisor, said. “Enrollment in catastrophic plans has been pretty low, so it remains to be seen.
In a 2006 journal article, University of Pittsburgh law professor Jules Lobel quoted the Commander of the Japanese fleet, Admiral Yamamoto, as writing that, “[i]n the event of outbreak of war with the United States, there would be little prospect of.
It's different because of the psychologically different way that women approach the process,” said Patricia Annino, attorney at Prince Lobel and author of “Women and Money: A Practical Guide to Estate Planning.” “Women spend all their time ... For.
CBZ Bank, the largest creditor which holds the bulk of Lobel's assets as security, has since been appointed the financial advisor in the transaction with ... government imposed price controls as President Robert Mugabe's previous administration, with.
Last year around this time, we compiled a list of some of the highest-paid employees of the City of Philadelphia. So we decided to take a look at the 2013 numbers. Perhaps unsurprisingly, pretty much everyone on the list is making more this year than.