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May 6, 2020

Gifting in Uncertain Times

Linda Thomas News

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.

Helping Younger Clients Plan Ahead with an LTC Rider Have clients who want term coverage for more than 30 years?

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