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WPN360
Jul 24

How to Prepare for Tax Reform in an Ever Changing Political Environment

Tax Reform can be uneasy, especially in this era. Many people are expecting President Trump to restructure taxes, and possibly change gift and estate tax rules. However, nothing is set in stone, which is creating anxiety for many citizens, especially those who are nearing retirement or are currently retired. The uncertainty about the Republican tax […]

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WPN360
Jul 24

Avoid Gifting Large Premiums To Your Life Insurance Trust

Situation: Imagine having a thriving family business that you would like to leave to your heirs. Or, maybe you want to leave your children a substantial piece of land. In your estate planning, however, you discover that your estate will be subject to a $10 million tax bill. The only way for your estate to […]

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