Charitable Giving: Smart from the Heart
Do you have causes that you want to support with donations?
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Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
E&O insurance is specifically designed to protect you, or your company, from the risk of a client’s dissatisfaction.