Perhaps the standard term insurance plan and ILIT should give way to a more robust vehicle.
After tax reform, the only certainty is ambiguity.
Direct and indirect changes create new and interesting life insurance planning opportunities.
Lighten the financial burden for high-net-worth individuals who wish to pass on their assets to their children.
By scratching under the surface, smarter decisions can be reached.
Two issues came to the fore in 2017.
Wall Street buyout firms are making bets on annuities.