Lawrence B. Keller, CFP, CLU, ChFC

Articles

This tool can help married couples make distributions to their children and charities posthumously without giving more than necessary to the government.

Use bypass trust to minimize estate taxes, postpone distributions

Found yourself with a trust that doesn't work well in the market? Learn how you can change the situation.

Look for alternatives to amending trust

Disability insurance, disability policy cost and tax obligations while training overseas are all addressed

Author | Lawrence B. Keller, CFP, CLU, ChFC

Articles