Official guidance is needed. Until then, take steps to protect the stretch.
Practical planning for snowbirds pursuing Florida residency.
Perhaps the standard term insurance plan and ILIT should give way to a more robust vehicle.
The former CEO of RBC Wealth Management has come out of retirement to help Baird grow its ranks of advisors.
New perspectives that may be useful to some clients.
Turney P. Berry discusses two current ULC drafting projects and briefly reviews other relevant ULC activity.
