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Private Clients

B Trust Leveraging
The best way to mitigate the disadvantages of the B Trust may be to leverage the trust assets through the purchase of a life insurance policy on the surviving spouse. MORE


Corporate Clients

What about Disability?

For business owners who are prudent enough to draft and fund a Buy-Sell Agreement that spells out the disposition of the business at death and provides the resources to carry out the plan, there is still one more item to be addressed. What happens in case of disability?  MORE