by crossuser | Sep 27, 2023 | Trusts
Do you need to start or update their estate plan? We are here to assist you. Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC. Advisory services through Cambridge Investment Research...
by crossuser | Sep 7, 2023 | Trusts
Investment firms have a client service feature that may be a benefit to certain investors. They will ask you whether you would like to provide the name and information of a trusted contact.1 You do not have to supply this information, but it may offer some advantages....
by crossuser | Aug 3, 2023 | Trusts
“I’m proud to pay taxes in the United States; the only thing is, I could be just as proud for half the money.”Entertainer Arthur Godfrey The irrevocable life insurance trust (ILIT) can be an important estate strategy tool that may accomplish a number of...
