Michael J. Brown, AIF® Senior VP / Branch Manager, Janney Montgomery Scott, 401 New Road, Suite 200, Linwood, NJ 08221, 609-601-2512, firstname.lastname@example.org.
Search / 10 results found Showing: 10 of 10
Life insurance death proceeds paid to a valid ILIT may escape estate taxation in your estate as long as the trust owns the policy and you haven't retained any incidents of ownership in the policy, such as the right to change the beneficiary.
How do I Construct an Investment Portfolio that's Right for me?
This question may seem simple, but the answer is not so easy. In fact, there are experts who make their living answering just this question.
Estate tax liability depends on the year in which you die and the value of your estate when you die (see the following chart).
Generally, you should leave the construction of an investment portfolio to your professional investment advisor, especially if you are investing a significant percentage of your total wealth, or if you're relying solely on the success of your portfolio to meet your future financial goals.
Several financing options are available to you and the buyer of your business.
In the current market environment, the value of your holdings may be fluctuating widely — and it's natural to feel tentative about further investment.