"There is a financial product that is seldom discussed as a tax shelter. However, it also has three of the five features, and one that it lacks seems irrelevant. Unfortunately, this product is despised. Therefore, we try not to discuss it by name. It is like Voldermort from "Harry Potter": The Tax Shelter-Which-Must-Not-Be Named."
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Wills, Trusts, & Estate Planning Updates
DISCLAIMER: Because of the generality of this update, the information provided herein may not be applicable in all situations and should not be acted upon without specific legal advice based on particular situations.
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