In today’s ever-changing financial landscape, staying informed about unique and hard-to-value assets is crucial for effective trust planning. If you’re seeking in-depth knowledge and practical insights, register for Cannon Trust School II from the Cannon Financial Institute. Led by industry...
In 2022, Longevity Holdings acquired RIC bringing together two great companies, ITM TwentyFirst and RIC, under one owner. ITM TwentyFirst’s trust administration team and RIC have been busy working together and investing in solutions to expand the client offering. We...
What Is Life Insurance Premium Financing? Life insurance premium financing is a strategy under which a life insurance client can purchase their life insurance with a loan. The loan is equivalent to the amount of money they surrender. Wealthy individuals...
September 29 - October 1; Frisco, TX
October 9 & 10
In today’s ever-changing financial landscape, staying informed about unique and hard-to-value assets is crucial for effective trust planning. If you’re seeking in-depth knowledge and practical...
In 2022, Longevity Holdings acquired RIC bringing together two great companies, ITM TwentyFirst and RIC, under one owner. ITM TwentyFirst’s trust administration team and RIC...
What Is Life Insurance Premium Financing? Life insurance premium financing is a strategy under which a life insurance client can purchase their life insurance with...
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Privately held businesses form the backbone of many families’ wealth and legacy, often representing significant personal, financial, and emotional value. When these businesses are held within trusts, accurately determining their worth becomes crucial audit, tax, financial, and legal reasons.
In this webinar, our business valuations experts will join our affiliate LITCO to help attendees gain a better understanding of when and why a trustee should seek out a privately held business valuation.
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