A life insurance trust is an estate planning tool for maximizing the value of an estate passed to one’s heirs. Learn how a life insurance trust works and how it may help you protect wealth.
A business valuation helps to determine the fair market value of a company and may be needed for a variety of reasons such as buying or selling a business, transferring equity, developing an estate plan or purchasing insurance. In this video, we’ll cover why you might need a valuation and the common methodologies used to determine value.