It is a world of harsh realities for reps. Interest rates are at historic lows; stocks, while showing signs of life, are still radioactive to many clients. Yet competition for high-net-worth investors is at an all-time high. Client referrals...
As previously discussed in this column, creating and funding a family limited partnership or limited liability company (both types are referred to herein as an ) may well result in substantial estate gift tax savings. Recent cases involving FLPs...