Careful planning can avoid future financial crises and help achieve a secure future for yourself and your loved ones part 3
How to maximize savings by cutting the tax on your estate
Type of Work:
Non-dramatic literary work
Registration Number / Date:
TX0001129412 / 1983-06-03
Date of Publication:
April 22, 1983
Date of Creation:
1983
Title:
How to maximize savings by cutting the tax on your estate.
Description:
Folder.
Number of similar titles:
1
Similar Title:
Copyright Claimant:
Kennedy Sinclaire, Inc.
Names:
Kennedy Sinclaire, Inc. (156 documents)
example document: The Benefits of a living trust
example document: The Benefits of a living trust
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How you benefit from personalized investment services
Type of Work:
Non-dramatic literary work
Registration Number / Date:
TX0001154069 / 1983-06-03
Date of Publication:
March 10, 1983
Date of Creation:
1982
Title:
How you benefit from personalized investment services.
Copyright Note:
C.O. correspondence.
Imprint:
[s.l. : s.n.], c1983.
Description:
Folder.
Number of similar titles:
2
Copyright Claimant:
Kennedy Sinclaire, Inc.
Names:
Why you need professional estate settlement
Type of Work:
Non-dramatic literary work
Registration Number / Date:
TX0001154070 / 1983-06-03
Date of Publication:
March 10, 1983
Date of Creation:
1982
Title:
Why you need professional estate settlement.
Copyright Note:
C.O. correspondence.
Imprint:
[s.l. : s.n.], c1983.
Description:
Folder.
Number of similar titles:
1
Copyright Claimant:
Kennedy Sinclaire, Inc.
Names:
Kennedy Sinclaire, Inc. (156 documents)
example document: Charitable giving can be compatible with family security
example document: Charitable giving can be compatible with family security
Are you timing your contributions for maximum financial advantage?
Type of Work:
Non-dramatic literary work
Registration Number / Date:
TX0001268011 / 1984-01-19
Date of Publication:
August 15, 1983
Date of Creation:
1983
Title:
Are you timing your contributions for maximum financial advantage?
Application Title:
The Economy of giving.
Imprint:
[s.l. : s.n.], c1983.
Description:
Folder.
Copyright Claimant:
Kennedy Sinclaire, Inc.
Names:
401(k) plans
Type of Work:
Non-dramatic literary work
Registration Number / Date:
TX0001385768 / 1984-04-24
Date of Publication:
December 6, 1983
Date of Creation:
1983
Title:
401(k) plans.
Number of similar titles:
21
Similar Title:
Copyright Claimant:
Kennedy Sinclaire, Inc.
Notes:
Cataloged from appl.
Names:
Kennedy Sinclaire, Inc. (156 documents)
example document: The Business executive and his special planning problems
example document: The Business executive and his special planning problems
Careful planning can avoid future financial crises and help achieve a secure future for yourself and your loved ones
Type of Work:
Non-dramatic literary work
Registration Number / Date:
TX0001385769 / 1984-04-24
Date of Publication:
February 15, 1984
Date of Creation:
1984
Title:
Careful planning can avoid future financial crises and help achieve a secure future for yourself and your loved ones.
Series:
DDP newsletter
Copyright Claimant:
Kennedy Sinclaire, Inc.
Notes:
Cataloged from appl.
Names:
Planning that endures
Type of Work:
Non-dramatic literary work
Registration Number / Date:
TX0001385770 / 1984-04-24
Date of Publication:
October 21, 1983
Date of Creation:
1983
Title:
Planning that endures.
Number of similar titles:
4
Copyright Claimant:
Kennedy Sinclaire, Inc.
Notes:
Cataloged from appl.
Names:
How careful timing of your contributions and other transactions can save you tax dollars
Type of Work:
Non-dramatic literary work
Registration Number / Date:
TX0001429060 / 1984-04-24
Date of Publication:
November 15, 1983
Date of Creation:
1983
Title:
How careful timing of your contributions and other transactions can save you tax dollars : D D P newsletter.
Copyright Note:
C.O. correspondence.
Other Title:
D D P newsletter
Copyright Claimant:
Kennedy Sinclaire, Inc.
Notes:
Cataloged from appl. only.
Names:
Kennedy Sinclaire, Inc. (156 documents)
example document: Pennsylvania probate, estates, and fiduciaries code and Pennsylvania inheritance and estate tax act
example document: Pennsylvania probate, estates, and fiduciaries code and Pennsylvania inheritance and estate tax act
Down to Business
Title:
Down to Business : issued in the interests of the business community.
Serial Publication Year:
1978
Imprint:
Miami : Southeast First National Bank of Miami.
Description:
print material.
Frequency:
Monthly.
Number of similar titles:
2
Description based on:
Vol. 5, no. 3, Mar. 1978.
Copyright Claimant:
Kennedy Sinclaire, Inc.
Authorship on Application:
Kennedy Sinclaire, Inc., employer for hire.
Names:
Kennedy Sinclaire, Inc. (156 documents)
example document: Can help you cut unnecessary taxes & costs on your estate & 32 other titles
example document: Can help you cut unnecessary taxes & costs on your estate & 32 other titles
The Estate Analyst
Title:
The Estate Analyst.
Serial Publication Year:
1978
Imprint:
[s.l. : s.n.]
Description:
print material.
Frequency:
Monthly.
Number of similar titles:
2
Other Title:
A Look at some gift tax factors that may be encountered in establishing irrevocable trusts.
How a dual-purpose unitrust can help charitably minded clients fulfill commitments and build a retirement fund, too.
A Review of important tax-saving elections available to the personal representative of a decedent's estate.
A Look at some factors to be considered in planning a retiring client's estate.
How powers of appointment can add flexibility to your clients' estate plans.
A Look at the role of lifetime gifts in your clients' overall estate plans.
A Short-term trust allows your client to help a charity, or a relative, or both.
Year-end securities tactics that can save 1978 income taxes for your investor clients.
Understanding the tax computation on the new Federal estate tax return-form 706
How a revocable unfunded life insurance trust can coordinate a client's estate for maximum family financial security
How a dual-purpose unitrust can help charitably minded clients fulfill commitments and build a retirement fund, too.
A Review of important tax-saving elections available to the personal representative of a decedent's estate.
A Look at some factors to be considered in planning a retiring client's estate.
How powers of appointment can add flexibility to your clients' estate plans.
A Look at the role of lifetime gifts in your clients' overall estate plans.
A Short-term trust allows your client to help a charity, or a relative, or both.
Year-end securities tactics that can save 1978 income taxes for your investor clients.
Understanding the tax computation on the new Federal estate tax return-form 706
How a revocable unfunded life insurance trust can coordinate a client's estate for maximum family financial security
Description based on:
Feb. 1978 issue.
Copyright Claimant:
Kennedy Sinclaire, Inc.
Authorship on Application:
Kennedy Sinclaire, Inc., employer for hire.
Names:
Kennedy Sinclaire, Inc. (156 documents)
example document: Can help you cut unnecessary taxes & costs on your estate & 32 other titles
example document: Can help you cut unnecessary taxes & costs on your estate & 32 other titles
Estate and Tax Topics
Title:
Estate and Tax Topics.
Serial Publication Year:
1978
Imprint:
[s.l. : s.n.]
Description:
print material.
Frequency:
Frequency unknown.
Number of similar titles:
1
Other Title:
The More you need insurance, the greater the importance of planning its best use.
Who will look after those you love most? We will, if you leave your property in trust
Women of all ages have a lot to gain by taking advantage of trusts.
Are you finding it hard to keep up with the "pro's" in today's investment markets?
Who'll protect your loved ones if you're no longer here? We can, if you plan wisely now.
There's smoother sailing, now and in the future, for those creating living trusts.
Are you making the moves necessary now to assure an enjoyable retirement at 65?
Leaving an obsolete will is so wasteful and costly, there ought to be a law against it!
Sifting through estate assets
Whether your business is small or large, it may be threatened by the Federal estate tax
Who will look after those you love most? We will, if you leave your property in trust
Women of all ages have a lot to gain by taking advantage of trusts.
Are you finding it hard to keep up with the "pro's" in today's investment markets?
Who'll protect your loved ones if you're no longer here? We can, if you plan wisely now.
There's smoother sailing, now and in the future, for those creating living trusts.
Are you making the moves necessary now to assure an enjoyable retirement at 65?
Leaving an obsolete will is so wasteful and costly, there ought to be a law against it!
Sifting through estate assets
Whether your business is small or large, it may be threatened by the Federal estate tax
Description based on:
Feb. 1978 issue.
Copyright Claimant:
Kennedy Sinclaire, Inc.
Authorship on Application:
Kennedy Sinclaire, Inc., employer for hire.
Names:
Kennedy Sinclaire, Inc. (156 documents)
example document: The Business executive and his special planning problems
example document: The Business executive and his special planning problems
Money Matters
Title:
Money Matters.
Serial Publication Year:
1978
Imprint:
Wayne, N. J. : Kennedy Sinclaire.
Description:
print material.
Frequency:
Monthly.
Number of similar titles:
3
Description based on:
Jan. 1978 issue.
Copyright Claimant:
Kennedy Sinclaire, Inc.
Authorship on Application:
Kennedy Sinclaire, Inc., employer for hire.
Names:
New Directions in financial planning
Title:
New Directions in financial planning.
Serial Publication Year:
1978
Description:
print material.
Other Title:
You wouldn't entrust this complex job to a neophyte, but whom have you named to settle your estate?
Don't let your plans for family security be wrecked because you failed to leave enough cash in your estate.
Going places in your career? Read here how success can be hazardous to your family's future security.
Freeing your family from the threat of tax losses, that's just one of the jobs that a trust in your will can do!
Could you be scoring better in today's investment game if our team of specialists was on your side?
Sound the horns and beat the drums, trusts save taxes while keeping in step with your family's changing needs!
Looking forward to your golden years? Plans you make now will determine how you live, on reaching your 60's or 70's.
Masquerading as a sound financial plan, joint ownership can threaten your family's financial security.
However you prefer to spend your time and money, you may gain more of both by creating a living trust
Don't let your plans for family security be wrecked because you failed to leave enough cash in your estate.
Going places in your career? Read here how success can be hazardous to your family's future security.
Freeing your family from the threat of tax losses, that's just one of the jobs that a trust in your will can do!
Could you be scoring better in today's investment game if our team of specialists was on your side?
Sound the horns and beat the drums, trusts save taxes while keeping in step with your family's changing needs!
Looking forward to your golden years? Plans you make now will determine how you live, on reaching your 60's or 70's.
Masquerading as a sound financial plan, joint ownership can threaten your family's financial security.
However you prefer to spend your time and money, you may gain more of both by creating a living trust
Copyright Claimant:
Kennedy Sinclaire, Inc.
Authorship on Application:
Kennedy Sinclaire, Inc., employer for hire.
Names:
Pension and Profit Sharing Planning
Title:
Pension and Profit Sharing Planning.
Serial Publication Year:
1978
Imprint:
[s.l. : s.n.]
Description:
print material.
Frequency:
Frequency unknown.
Number of similar titles:
1
Copyright Claimant:
Kennedy Sinclaire, Inc.
Authorship on Application:
Kennedy Sinclaire, Inc., employer for hire.
Names:
The Pension & Profit-Sharing Reporter
Title:
The Pension & Profit-Sharing Reporter.
Serial Publication Year:
1978
Imprint:
[s.l. : s.n.]
Description:
print material.
Frequency:
Frequency unknown.
Number of similar titles:
2
Description based on:
Jan. 1978 issue.
Copyright Claimant:
Kennedy Sinclaire, Inc.
Authorship on Application:
Kennedy Sinclaire, Inc., employer for hire.
Names:
Recent Decisions
Title:
Recent Decisions : affecting wills, trusts and taxation (with estate planning comment)
Serial Publication Year:
1978
Imprint:
Paramus, N. J. : Garden State National Bank.
Description:
print material.
Frequency:
Frequency unknown.
Number of similar titles:
4
Copyright Claimant:
Kennedy Sinclaire, Inc.
Authorship on Application:
Kennedy Sinclaire, Inc., employer for hire.
Names:
Kennedy Sinclaire, Inc. (156 documents)
example document: Pennsylvania probate, estates, and fiduciaries code and Pennsylvania inheritance and estate tax act
example document: Pennsylvania probate, estates, and fiduciaries code and Pennsylvania inheritance and estate tax act
Recent Decisions
Title:
Recent Decisions : affecting wills, trusts and taxation (with estate planning comment).
Application Title:
Tax trends.
Serial Publication Year:
1981
Imprint:
Paramus, N. J. : Garden State National Bank.
Description:
print material.
Frequency:
Frequency unknown.
Number of similar titles:
4
Copyright Claimant:
Kennedy Sinclaire, Inc.
Authorship on Application:
Kennedy Sinclaire, Inc., employer for hire.
Names:
Recent Decisions
Title:
Recent Decisions.
Serial Publication Year:
1982
Imprint:
[s.l. : s.n.]
Description:
print material.
Frequency:
Frequency unknown.
Number of similar titles:
4
Description based on:
Sept. 1981 issue.
Copyright Claimant:
Kennedy Sinclaire, Inc.
Authorship on Application:
Kennedy Sinclaire, Inc., employer for hire.
Names:
Tax Talks
Title:
Tax Talks.
Copyright Note:
Appl au.: Kennedy Sinclaire, Inc., employer for hire.
Serial Publication Year:
1978
Imprint:
[s.l. : s.n.]
Description:
print material.
Frequency:
Frequency unknown.
Other Title:
Concerned about the health of your financial plans? We may have the very prescription you need!
Your hopes for your family's future could easily be toppled by a behind-the-times will.
You can enjoy favorite vacation spots more when you truly leave the work and worry behind.
Looking for a way to sew up your financial worries? We've got the help you need.
Few libraries offer the true facts about trusts, but knowing them can save your family thousands!
Is your current executor truly qualified to settle the estate you've spent a lifetime stockpiling?
Lock up you 1978 gains! There's still time before year end, but you have to act fast.
Your hopes for your family's future could easily be toppled by a behind-the-times will.
You can enjoy favorite vacation spots more when you truly leave the work and worry behind.
Looking for a way to sew up your financial worries? We've got the help you need.
Few libraries offer the true facts about trusts, but knowing them can save your family thousands!
Is your current executor truly qualified to settle the estate you've spent a lifetime stockpiling?
Lock up you 1978 gains! There's still time before year end, but you have to act fast.
Copyright Claimant:
Kennedy Sinclaire, Inc.
Names:
Kennedy Sinclaire, Inc. (156 documents)
example document: The Business executive and his special planning problems
example document: The Business executive and his special planning problems
Tax Talks
Title:
Tax Talks : planning, investment, security, tax savings, for you and those you care for.
Application Title:
Estate and tax topics.
Serial Publication Year:
1983
Imprint:
[s.l. : s.n.]
Description:
print material.
Frequency:
Frequency unknown.
Description based on:
Aug. 1981 issue.
Copyright Claimant:
Kennedy Sinclaire, Inc.
Names:
Tax Trends
Title:
Tax Trends : digests of important Federal tax decisions relating to trusts and estates.
Serial Publication Year:
1978
Imprint:
[s.l. : s.n.]
Description:
print material.
Frequency:
Frequency unknown.
Copyright Claimant:
Kennedy Sinclaire, Inc.
Authorship on Application:
Kennedy Sinclaire, Inc., employer for hire.
Names:
Economy of Giving
Title:
Economy of Giving.
Serial Publication Year:
1978
Imprint:
[s.l. : s.n.]
Description:
print material.
Frequency:
Frequency unknown.
Number of similar titles:
2
Other Title:
Why you need a will
Copyright Claimant:
Kennedy Sinclaire, Inc.
Authorship on Application:
Kennedy Sinclaire, Inc., employer for hire.
Names:
Friendly reminders
Title:
Friendly reminders / Midlantic National Bank/South.
Serial Publication Year:
1979
Imprint:
Haddonfield, N. J. : The Bank.
Description:
print material.
Frequency:
Frequency unknown.
Number of similar titles:
6
Description based on:
Mar. 1979 issue.
Copyright Claimant:
Kennedy Sinclaire, Inc.
Authorship on Application:
Kennedy Sinclaire, Inc., employer for hire.
Names:
Kennedy Sinclaire, Inc. (156 documents)
example document: Believe it or not, you have a will
Midlantic National Bank/South, Haddonfield, N. J.
example document: Believe it or not, you have a will
Midlantic National Bank/South, Haddonfield, N. J.
Security through planning
Title:
Security through planning : a financial planning service for alumni and friends of Kalamazoo College.
Serial Publication Year:
1979
Imprint:
[s.l. : s.n.]
Description:
print material.
Frequency:
Frequency unknown.
Description based on:
Spring 1979 issue.
Copyright Claimant:
Kennedy Sinclaire, Inc.
Authorship on Application:
Kennedy Sinclaire, Inc., employer for hire.
Names:
Kennedy Sinclaire, Inc. (156 documents)
example document: Pennsylvania probate, estates, and fiduciaries code and Pennsylvania inheritance and estate tax act
Kalamazoo College (Mich.)
example document: Pennsylvania probate, estates, and fiduciaries code and Pennsylvania inheritance and estate tax act
Kalamazoo College (Mich.)
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Detroit Bank & Trust
Title:
Detroit Bank & Trust.
Serial Publication Year:
1980
Imprint:
Detroit : Detroit Bank & Trust.
Description:
print material.
Frequency:
Frequency unknown.
Other Title:
A Plan that falls "behind the times" could bring trouble and confusion to your family
Description based on:
Mar. 1980 issue.
Copyright Claimant:
Kennedy Sinclaire, Inc.
Names:
Detroit Bank & Trust (1 documents)
example document: A Window to the Western mind
Kennedy Sinclaire, Inc. (156 documents)
example document: Pennsylvania probate, estates, and fiduciaries code and Pennsylvania inheritance and estate tax act
example document: A Window to the Western mind
Kennedy Sinclaire, Inc. (156 documents)
example document: Pennsylvania probate, estates, and fiduciaries code and Pennsylvania inheritance and estate tax act
NCH
Title:
NCH : Newington Children's Hospital.
Serial Publication Year:
1980
Imprint:
Newington, Conn. : The Hospital.
Description:
print material.
Frequency:
Frequency unknown.
Other Title:
Newington Children's Hospital
Inflation hurts us as much as it does you. Any help you can give is vitally needed ...
Inflation hurts us as much as it does you. Any help you can give is vitally needed ...
Description based on:
Mar. 1980 issue.
Copyright Claimant:
Kennedy Sinclaire, Inc.
Names:
Newington Children's Hospital (Conn.)
Kennedy Sinclaire, Inc. (156 documents)
example document: Pennsylvania probate, estates, and fiduciaries code and Pennsylvania inheritance and estate tax act
Kennedy Sinclaire, Inc. (156 documents)
example document: Pennsylvania probate, estates, and fiduciaries code and Pennsylvania inheritance and estate tax act
Planning that endures
Title:
Planning that endures / American Red Cross, District of Columbia Chapter.
Serial Publication Year:
1980
Imprint:
Washington, D. C. : American Red Cross, the Chapter.
Description:
print material.
Frequency:
Frequency unknown.
Number of similar titles:
4
Other Title:
Gifts to our pooled income fund offer tax deductions and often higher income as well ...
Description based on:
Mar. 1980 issue.
Copyright Claimant:
Kennedy Sinclaire, Inc.
Authorship on Application:
Kennedy Sinclaire, Inc., employer for hire.
Names:
Kennedy Sinclaire, Inc. (156 documents)
example document: The Benefits of a living trust
American Red Cross. District of Columbia Chapter
example document: The Benefits of a living trust
American Red Cross. District of Columbia Chapter
Planning that endures
Title:
Planning that endures / American Red Cross, District of Columbia Chapter.
Serial Publication Year:
1982
Imprint:
Washington, D. C. : American Red Cross, the Chapter.
Description:
print material.
Frequency:
Frequency unknown.
Number of similar titles:
4
Description based on:
Mar. 1980 issue.
Copyright Claimant:
Kennedy Sinclaire, Inc.
Authorship on Application:
Kennedy Sinclaire, Inc., employer for hire.
Names:
Financial Future
Title:
Financial Future.
Serial Publication Year:
1982
Imprint:
[s.l. : s.n.]
Description:
print material.
Frequency:
Frequency unknown.
Description based on:
Aug. 1981 issue.
Copyright Claimant:
Kennedy Sinclaire, Inc.
Names:
Kennedy Sinclaire, Inc. (156 documents)
example document: Charitable giving can be compatible with family security
example document: Charitable giving can be compatible with family security
Financial Planning
Title:
Financial Planning.
Title Qualifier:
Kennedy Sinclaire
Serial Publication Year:
1982
Imprint:
[s.l. : s.n.]
Description:
print material.
Frequency:
Frequency unknown.
Number of similar titles:
8
Similar Title:
Description based on:
Oct. 1981 issue.
Copyright Claimant:
Kennedy Sinclaire, Inc.
Authorship on Application:
Kennedy Sinclaire, Inc., employer for hire.
Names:
Kennedy Sinclaire, Inc. (156 documents)
example document: Charitable giving can be compatible with family security
example document: Charitable giving can be compatible with family security
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