Choosing a survivorship universal life insurance policy is best done under the guidance of a properly qualified estate planning attorney, as this policy is intricately tied to your estate taxes and financial planning in the event of your death. (smartasset.com)
George C. Shattuck's useful guide, Estate Planning for Small Business Owners (Prentice Hall, 1993, $ 19.95) will prepare you to sit down with a qualified estate planner. (inc.com)
Donors should work with a qualified estate planning attorney and tax advisor to confirm that a properly structured CLT will provide the expected results with respect to the tax consequences of the gift as well as the administration of the CLT. (schwabcharitable.org)