by David Long | Jan 29, 2025 | Articles
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by David Long | Oct 1, 2024 | Articles
This content is for members only. If you are a member, please log in. Visit our membership page if you would like to become a member....
by David Long | Jun 10, 2024 | Articles
This content is for members only. If you are a member, please log in. Visit our membership page if you would like to become a member....
by PTC Research | Dec 20, 2023 | Articles
The new Corporate Transparency Act (“CTA”) takes effect January 1, 2024, and trustees are preparing for the reporting required of them for potentially the trusts they administer and certain entities owned by those trusts. The CTA has established various requirements...
by PTC Research | May 23, 2023 | Articles
An Irrevocable Life Insurance Trust (ILIT) is a commonly used tool for preserving wealth and providing for beneficiaries. The plan is to create an irrevocable trust and fund it with enough money to purchase life insurance on the life of the grantor, typically, so...
by PTC Research | May 18, 2023 | Articles
A trust is a legal arrangement in which a trustee holds and manages assets for the benefit of one or more beneficiaries. The trustee is responsible for administrating trust assets and in so doing is charged with making decisions in the best interests of the...