Trusts aren’t only for the rich anymore!
By: R. Kenner French Published on: 17/07/2024Trusts are important financial instruments in estate planning. Unlike a will, with a trust, you can legally arrange your estate in a way that saves your family a substantial amount of money on taxes, avoids probate and those expenses, and distributes your assets according to your wishes after you’re gone.
Choosing the Right Captive 831(b) Manager in Today’s Market
By: R. Kenner French Published on: 17/07/2024The ever-evolving risk landscape demands proactive business protection. Captive insurance programs, or 831(b) plans, continue to offer a unique solution for mitigating emerging risks and achieving tax efficiencies. But as with any financial strategy, choosing the right captive manager is essential.
