Power of the Grantor Trust – IRS issues PLRs on Life Insurance Planning and dread Transfer For Value rules
Based upon recent IRS guidance, Grantor Trust status is a powerful tool in providing estate planning flexibility. An oft used...
House of Oscar De La Renta – Loss of timeless icon provides planning lessons for family business owners and advisors.
Business & estate planning impacts much more than just numbers as typified with the loss of storied personality and icon,...