Planning: New Life Insurance for Liquidity and Estate Taxes


 

 

 

 

 

 

 

 

 

 

 

 

 

Overview

Mrs. RE’s husband passed three years prior to our meeting. He had created an industrial, commercial and residential real estate business in a medium-sized university community. Mrs. RE’s new trust and estate attorney created a new trust and funded it with a $70M sale of discounted assets. Read More…