"> Espresso Shots - Estate Tax Law Changes & Life Insurance Trusts with Adam Abramowitz, Principal, Estates, Trusts & Probate Attorney at Stein Sperling - Argent Bridge Advisors

Argent Bridge Advisors

Independent Wealth & Financial Planners in Northern Virginia

  • Client Experience
  • Our Exceptional Team
  • Events
  • Divorce
  • Insights
  • FAQ
  • Contact
February 17, 2021 Estate Planning, Financial Planning

Espresso Shots – Estate Tax Law Changes & Life Insurance Trusts with Adam Abramowitz, Principal, Estates, Trusts & Probate Attorney at Stein Sperling

We sat down with Adam Abramowitz, principal and estates, trusts & probate attorney at Stein Sperling, to discuss using a trust to own a life insurance policy, how changes in estate law may affect the policy, finding an efficient way to pay premiums by gift, and selecting a good trustee.

Estate Planning
Avatar

Argent Bridge

PrevEarly Retirement Packages: Pros and Cons | Washington D.C.
NextRetirement Planner Northern Virginia

Connect on social

NEWSLETTER SUBSCRIPTION

Subscribe to our newsletter to receive our latest updates.

RECENT POSTS

Financial Planning for Entrepreneurs

Financial Planning for Entrepreneurs

June 17th, 2019
pexels-anna-shvets-3727464

Finding the Best Financial Advisor | Arlington, VA

May 24th, 2019
1557848885071

Impact of the Changes to the IRA Stretch Distribution Rules

May 23rd, 2019

SEARCH OUR WEBSITE

Argent Bridge Advisors

  • 8045 Leesburg Pike Suite 250, Vienna, VA 22182
  • (833) 568-4900
  • ABservice@argentbridge.com

LATEST NEWS

  • Espresso Shots – Is It a Good Idea to Refinance Your Mortgage with Scott Silverstein, Mortgage Consultant at Caliber Home Loans April 11, 2021
  • Espresso Shots – 5 Tips for Retiring early with Eric Ashburn & Cecile Hult, March 30, 2021

NEWSLETTER

Subscribe to our newsletter for latest updates!

Securities offered through Triad Advisors, LLC Member FINRA (www.finra.org) and SIPC (www.sipc.org). Advisory services offered through Triad Hybrid Solutions LLC, a registered investment advisor. Argent Bridge Advisors, LLC and Triad Advisors, LLC are not affiliated. Download our FORM CRS - CUSTOMER RELATIONSHIP SUMMARY, ADV Form , ADV2B Form and firm brochure . © Copyright 2020 all rights reserved.