Gifting in Uncertain Times

With so much uncertainty in the world, clients who are able to leverage the largest gift/estate tax exemption in history may be more reluctant than ever to irrevocably give away their assets – even if they know it will benefit their family in the long run “Survivor Standby Trusts” a creative way to own life insurance that combines trust planning with enhanced control today. Click here to read more about Survivor Standby Trusts.