Duties & Responsibilities of a Personal Representative – Pamphlet

There’s an important development on the horizon that could affect your estate plans in 2024 and beyond. We’re talking about a potential shift in how life insurance policies designed for repurchasing company stock are interpreted, and it’s worth your attention. Imagine this scenario: You’ve arranged a life insurance policy specifically aimed at facilitating the transfer…

There’s an important development on the horizon that could affect your estate plans in 2024 and beyond. We’re talking about a potential shift in how life insurance policies designed for repurchasing company stock are interpreted, and it’s worth your attention. Imagine this scenario: You’ve arranged a life insurance policy specifically aimed at facilitating the transfer…