Doing Business with Your Family SLATs
April 30, 2024
Your SLAT is not a ‘Fund and Done.’ Read on to learn the many ways you can transact business with your new family trust1. Several
Insights related to Family Office, Trust and Consulting Services from Oxford Financial Group, Ltd.
Your SLAT is not a ‘Fund and Done.’ Read on to learn the many ways you can transact business with your new family trust1. Several
By: Susan Hagley, MSTSenior Wealth Strategist There are many charitable giving vehicles available to help you carry out your philanthropic goals. In our previous e.Insight,
By: Susan Hagley, MSTSenior Wealth Strategist There are many charitable giving vehicles available to help you carry out your philanthropic goals. Two of the more
by: Tyler Rosser, JD.Wealth Strategist Death and Taxes…as vexing to confront as they are certain to occur. In this area, we should heed the advice
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