Episode 72: IBC “Jumbo” Policies, Trusts, and the Estate Tax

The Lara-Murphy Report

Jun 9 2019 • 37 mins

Bob asks Carlos to elaborate on the changing estate tax laws and how that could affect long-term planning, even with the excellent tax advantages of IBC.Mentioned in this episode: The IBC Practitioner Finder.The audio production for this episode was provided by Podsworth Media.