trusts

Split Dollar: The Powerful Estate Tax Mitigation Strategy Not Discussed Often Enough

Under the current Unified Estate & Gift Tax Credit of $12,920,000 per individual expiring at the end of 2025 and…

1 year ago

Making Your Mark: Financial Tools and Techniques for Securing Your Legacy

Written By: Alexander Gorman, Vice President, Morgan Stanley You’ve worked hard to build a comfortable life for yourself and your…

5 years ago