WHAT THE HECK IS THIS POLICY WORTH?
Ever stop to consider what the value of your life insurance policy is? Download this short whitepaper which summarizes the determination of the fair market value of certain permanent life insurance policies for purposes of transferring, gifting or selling the policy from one individual or trust to another.
Charitable Remainder Trust04.17.2019
A Charitable Remainder Trust (“CRT”) is usually created by a person (the “Grantor”) for his/her own benefit, and provides for an “income interest” to be paid to the Grantor for the remainder of his/her lifetime. Upon the death of the Grantor, the remaining assets in...READ MORE
A Dynasty Trust is an irrevocable trust designed to allow its creator to pass wealth from generation to generation without the burden of transfer taxes, including estate tax and generation-skipping transfer (GST) tax. A Dynasty Trust is designed to maximize a person’s gift and GST...READ MORE
Buy Sell Memorandum01.26.2019
Proper risk management for business owners involves making sure that in the event of an untimely death and/or disability of an owner; arrangements are in place to protect the interests of surviving owners and the deceased owner’s heirs. An untimely death of an owner without...READ MORE