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

90a7cc13eaa4f8bc4fe2_6df80aa439e627b9ae45_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.
ac7dfe6fd0682e80ba0e_2af6e2deb825b3287f64_06f971facf52f6f193e7_46ebc65eeb7b30a6c1bb_6653a91c3bf8c444da0d_7ff5e598d531ff715fb9_794bf7d09105c34242d4_795583153250154745.jpeg
90a7cc13eaa4f8bc4fe2_6df80aa439e627b9ae45_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:

You May Also Be Interested In

Sign Up for E-News

Summit

Upcoming Events

Carousel_image_92eaadab4fea5d764092_edc2dcd4802a1c409d7c_screen_shot_2018-04-03_at_1.15.57_pm

Sun, June 24, 8:00 AM

Summit Summer Farmers Market, Summit

Summit Farmers Market

Community Calendar Food & Drink Green Health & Wellness

Carousel_image_5e177eaae57739064cd4_397f63ad2fb50392a776_29178074_2107642336134787_2638697507160326144_n

Sun, June 24, 11:00 AM

Totowa

MakerFest 2018

Summit Police Blotter

May 29, 2018

5/15 - Sean M. Reidy, 52, of Summit was arrested on a contempt of court warrant out of Summit. Mr. Reidy was able to post bail and released with a pending court date.

5/18 - At 1615 hours a report was taken for a theft from a Springfield Avenue business. The incident occurred at approximately 1031 hours when a white female entered the business and removed a blue Ramy Brook Blouse from a rack.

Bridges Outreach: Miracles in Manhattan

June 17, 2018

Bridges Outreach: Miracles in Manhattan (and elsewhere)

My good friend Joan Olszewski reached out to me the other day to tell me the Friday, June 8, Bridges Outreach run to Manhattan needed volunteers, “Let’s go,” she said.  The lunches were provided by Pimco, a dedicated corporate sponsor of Bridges, so all we needed were some bodies and the love necessary to offer food ...

Video: Point View's Petrides Looks at Media M&As, Fed's Hike Strategy

Point View Wealth Management's Managing Director and Portfolio Manager, John Petrides, live on FOX Business AM discussing M&A in the media industry and the Fed's path to four hikes in 2018:

ptview.com/medias/tv-radio

​​​​​​For more than 25 years, Point View Wealth Management, Inc. has been working with families in Summit and beyond, providing customized portfolio ...

Maximizing Your Portfolio’s Returns -- Beware the Taxman

The old adage in the investment world is that it is not what you make, but what you keep that counts.  Investors often overlook the ultimate deflator of portfolio returns – the taxman. An astute global asset allocation should be the number one priority for investors.  However, there are preferred ways to distribute this asset allocation over the spectrum of taxable and ...

AtlantiCast

AtlantiCast: Episode 16

Summer is in the air, and the latest episode of AtlantiCast is ready to help you enjoy some fun outdoors while staying safe! This week’s episode opens with tips for sunscreen usage from Atlantic Health System’s Chief Medical and Academic Officer, Dr. Jan Schwarz-Miller. You’ll also learn about how Atlantic Health System is advancing the future of health care through ...

Video: In The Zone with Christa Anderson

A must watch for anyone considering renovations, here is a recent interview that I conducted -- on my HomeTowne TV Show called “Are You Ready for Life?” -- with Christa Anderson, City of Summit Zoning Officer, to discuss the nuances within the variance process.

I asked Christa to shed some insight into the approval process, explain why it’s necessary, and ...

Hello, Neighbors

Hi, Summit families!

My name is Betsy Stoeber and I’ve been the owner and director at the specialized learning center Brain Balance of Summit since 2011. I first encountered Brain Balance the year before we opened as a parent. My own son participated in our innovative program at the center in Norwalk, CT, to address a number of learning challenges.

Traveling there three times per week ...