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With a federal estate tax rate of 40%, estate planning conversations often start and stop with the relatively high federal exemption (currently $15 million for individuals and $30...
Most people view life insurance as a simple safety net, but indexed universal life insurance is actually a complex financial tool that 52% of... <p>The post Indexed Universal...
These trusts offer clients the best of both worlds.
A practical primer for advisors
Bryn Mawr Trust's Jamie Hopkins breaks down the complex giving strategy known as SLATs.
What if you could link your savings to the stock market's upside while guaranteeing you never lose a cent when the market tumbles? It sounds like a... <p>The post Indexed Uni...
Charles A. Redd explains why gifts in trust and gifts of certain types of assets can be problematic.
What if you could link your family's financial security to the growth of the stock market without ever risking a single dollar of your principal... <p>The post The Complete G...
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