TITLE

Is Uncle Sam in Your Client's Will?

AUTHOR(S)
Roop, Walter
PUB. DATE
January 2002
SOURCE
Advisor Today;Jan2002, Vol. 97 Issue 1, p70
SOURCE TYPE
Trade Publication
DOC. TYPE
Article
ABSTRACT
Suggests a way for financial advisors to help their clients prevent a large taxable estate. Definition of estate; Information on irrevocable life insurance trust; Sources of cash that can be used to pay taxes, debts and expenses.
ACCESSION #
5907586

 

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