Business & Finance

Press Releases

Point View's Chief Operating Officer Claire Toth Talks 'Estate Planning in a Turbulent Landscape' to Millburn Investment Education Group Feb. 14

a9e4614e29d48b87075b_fbf19dd58f2bc5f89ba4_fb169a6bb0509b3edb02_7892985d6b8a14c2a8e8_972ca7a5cfa4a0ac74ef_5729aa3cbd9500551715_Screen_Shot_2016-10-17_at_11.40.43_AM.jpg
Claire E. Toth, JD, MLT, CFP™, is Vice President and Chief Operating Officer at Point View Wealth Management, Inc.
06f971facf52f6f193e7_46ebc65eeb7b30a6c1bb_6653a91c3bf8c444da0d_7ff5e598d531ff715fb9_794bf7d09105c34242d4_795583153250154745.jpeg
a9e4614e29d48b87075b_fbf19dd58f2bc5f89ba4_fb169a6bb0509b3edb02_7892985d6b8a14c2a8e8_972ca7a5cfa4a0ac74ef_5729aa3cbd9500551715_Screen_Shot_2016-10-17_at_11.40.43_AM.jpg

Point View Wealth Management's Vice President and Chief Operating Officer, Claire Toth, will presenting to the Millburn AAII Investment Education Group in a talk entitled "Estate Planning in a Turbulent Landscape" on Tuesday, February 14.

Open to all AAII members, their family, friends and Millburn Library patrons, the event will take place at the Millburn Public Library, located at 200 Glen Avenue. Admission is free, with a $5 donation to the Library greatly appreciated.

Toth will explain general and New Jersey-specific estate planning considerations. She will focus on the flexibility needed to adapt to changing (or disappearing) estate tax rules and the interplay of the estate and income taxes. Toth will also cover non-tax estate planning essentials.

Sign Up for E-News

Toth, JD, MLT, CFP, is an attorney and financial planner who undertakes sophisticated financial planning for clients, including retirement, education, and estate planning services.

She received her A.B. and J.D. degrees from the University of Chicago, where she was elected to Phi Beta Kappa. She has a Masters of Law in Taxation from Georgetown University and has been awarded the CFP designation. Earlier in her career, she worked for the IRS Chief Counsel in Washington D.C., and has also practiced with firms in Chicago and New Jersey.

Click here for more information: pointviewwealthmanagementinc.advisorproducts.com

Point View Wealth Management, Inc. works with families in Summit and beyond, providing customized portfolio management services and comprehensive financial planning, to develop and achieve their financial goals. We are independent and fee only. How can we help you?

Contact David DietzeJohn PetridesClaire TothDonna St.AmantElaine Phipps, or call 908-598-1717 to learn more about Point View Wealth Management, Inc.

CNBC has named Point View one of the Top 100 fee-only wealth managers in America.

TAP Into Another Town's News:

Sign Up for E-News

Millburn/Short Hills

Video: Scoutmaster Ken Fineran Street Dedication Ceremony

May 21, 2018

MILLBURN, NJ - Millburn Township and Boy Scout Troop 17 of St. Rose of Lima honored the life and accomplishments of late Scoutmaster Kenneth W. Fineran on Sunday, May 20. Troop 17 Scouts, in conjunction with Millburn Township and St. Rose of Lima Church.

Millburn Student's Bike Stolen, Millburn Police Investigating

June 12, 2018

On June 5, 2018 Millburn Police Officer Tavares responded to the Louis Vuitton store at The Mall at Short Hills on a theft report. Louis Vuitton personnel report a black male with dread locks wearing a black t-shirt, red shorts, black leggings, and white/red sneakers took two pairs of sunglasses valued at $870.00 and left the store without making payment. The incident is under investigation by ...

AtlantiCast

AtlantiCast Episode 17

On this week’s AtlantiCast, it’s National Men’s Health Month, so check out important health tips for you or the men in your life, learn about groundbreaking research into breast cancer treatment that could mean an end to chemotherapy for some patients, meet a local sports hero who’s living his baseball dreams thanks to Goryeb Children’s Hospital and much ...

Get Empowered to Help Prevent Suicide

June 12, 2018

Over the past week social media and the news have been filled with stories and articles encouraging people to seek help if they’re in emotional distress. There have been countless articles about the need to break the silence around the topic of mental health and suicide, and I am encouraged by the support people are extending to others.

Often, the death by suicide by prominent ...

Upcoming Events

Fri, June 22, 8:00 PM

Education Center, West Orange

Night Moves: Evening Guided Zoo Tours

Education Other

Carousel_image_5e177eaae57739064cd4_397f63ad2fb50392a776_29178074_2107642336134787_2638697507160326144_n

Sun, June 24, 11:00 AM

Totowa

MakerFest 2018

Wed, June 27, 6:00 PM

Reeves-Reed Arboretum, Summit

Inkubate

Arts & Entertainment Home & Garden

Meet Your Local Prosthodontist

June 22, 2018

WEST ORANGE, NJ - Dr. Efterpi (Effie) Zantopoulos Deegan of Deegan Dental received her Certificate of Prosthodontics from University of Medicine and Dentistry of New Jersey (UMDNJ), after attending dental school there as well.  She is an alumnus of Rutgers- Newark College of Arts and Sciences and West Orange High School. Dr. Deegan is half-time faculty at Rutgers School ...

NCJW/Essex Hosts The Five Stages of Career Transition with Motivational Speaker Frederica Peterson

LIVINGSTON, NJ -- On Tuesday, June 12, 2018, Frederica Peterson, Motivational Speaker and Career Coach, MA, CPC, ELI-MP, engaged nearly 50 women at the Linda and Rudy Slucker NCJW/Essex Center for Women about moving forward in one’s career and in life. Peterson examined how many women feel stuck and trapped in negative thoughts, but how with the right mindset it’s possible to ...

Millburn-Short Hills Democratic Committee Looking to Fill District Leader Spots

ESSEX COUNTY, NJ - The Millburn-Short Hills Democratic Committee is stronger than ever and proudly represents itself along with Essex County Executive Joseph Di Vincenzo and newly re-elected Essex County Democratic Chairman LeRoy Jones at the Essex County Democratic Reorganization meeting.

The local committee currently has a record 29 of 32 District Leader spots filled. We have a female ...

Cool Ways to Save Money This Summer

As the summer temperatures rise, home cooling costs rise as well. But there are ways to help save money without sweating the heat:

To increase your cooling system’s efficiency by as much as 20%, get it checked out for summer.  A technician will clean the condenser, make sure you have the optimal amount of refrigerant, and ensure the airflow over the coil is ...