At its inception, a Charitable Remainder Trust (CRT) is a good fit for a client’s situation. But a CRT is an irrevocable trust—its terms cannot be changed—but investment performance and […]
This webinar will discuss practical life insurance planning ideas for the last part of 2020. With the prospects of a change in administration in Washington (or not) that could result […]
Wealthy individuals who wait to take planning action to eliminate estate taxes may lose the ability to use their current $11,580,000 estate and gift tax exemption. While no one can […]