Q: I received a call from a Financial Advisor whose client has established a trust, which qualifies as a grantor trust under the grantor trust rules. The trust tax identification number (TIN) is the same as the client’s social security number. Is this possible? Shouldn’t the trust have a separate ... Continue Reading
With more than 30 years’ experience in advanced planning and wealth conservation, and over $32 billion dollars of coverage in-force, The Smith Companies, Ltd. offers sophisticated solutions for insurance professionals, financial planners, and other investment advisors. Our knowledgeable team of attorneys, finance professionals, and business specialists will help you properly integrate life insurance into your clients’ overall estate, business, or financial plan design.
Valued Advisor Education
Virtual Insurance Department