Irrevocable Life Insurance Trust Checklist
On the surface the administration of an Irrevocable Life Insurance Trust (ILIT) looks rather simple, however, life insurance is a… Read More
On the surface the administration of an Irrevocable Life Insurance Trust (ILIT) looks rather simple, however, life insurance is a… Read More
Clients with a net worth high enough to be subject to the estate tax will often have substantial illiquid assets… Read More
A trust is a legal contract that involves three main parties: a grantor, a trustee, and a beneficiary. Grantor The… Read More
Life is not a dress rehearsal, which is why protecting the wealth you have accumulated over your lifetime should not… Read More
Regardless of net worth, social stature, or occupation, everyone potentially shares the most common creditor, a divorcing spouse. Almost 50… Read More
What are Self Directed IRAs? An Individual Retirement Account is a personal savings plan that allows one to save for… Read More
Deciphering the 2013 Estate and Transfer Tax Law Now that the dust has settled from the fiscal cliff aversion, a… Read More