Life insurance policies and trusts can be combined in estate planning to help people protect their assets and protect the financial futures of those most important to them. Life insurance trusts are created when an individual (called a grantor) transfers ownership
Category: Trusts
A trust is a fiduciary relationship between a grantor who creates the trust and a trustee who controls the trust. The trustee is charged by the grantor with managing the trust and the property held in trust for the sole use of the trust’s beneficiaries.
I protect individuals, families and businesses from six common threats that can loom in anyone’s future at any time. Whether we are young or old, these threats can impact our ability to save, pass on wealth, continue business as usual and