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Tax Court Rules $2 Million Bequest to Spouse Isn’t QTIP

Wealth Management

Martin had created a revocable trust on March 8, 2012, and executed a second amendment to such trust on July 30, 2018. In this role, he advises clients on all aspects of estate & gift tax planning, asset titling, family governance, philanthropy and business succession strategies. Terms of Contributions.

Taxes 165
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Financial Advisor Showcase: FSC Wealth Advisors

FMG

So I chose to join the family business as an advisor in 2012 and continued on until becoming president and CEO in 2021. We’ve made several changes to our business since 2021, going from being a traditional investment advisor to becoming a holistic financial planner with a focus on tax planning, investments, and estate planning.

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Blunt, unfiltered truth about Indexed Universal Life

Sara Grillo

A tax advantaged asset Death benefit Tax planning needs Cash value growth Cash value liquidity benefits #2 Use a realistic (low) crediting rate in the illustration The assumed interest rate in an illustration is what is driving the long term performance. He is also the Executive Editor of The Life Product Review since 2012.