Get in touch with out team for answers to your questions about our solutions, existing contracts, upcoming webinars, and more.
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.
Sign up to receive emails whenever we publish a new blog post to stay up to date on trust-owned life insurance news and best practices.