TRC Financial was tasked with placing $80,000,000 of death benefit while carefully managing the reinsurance market in light of the total coverage inforce on the CEO. TRC Financial represented the insured, the company and the private equity firm who was leading the capi...

The federal lifetime gift tax exemption has been indexed for inflation and therefore increased from $11,400,000 in 2019 to $11,580,000 in 2020. he gift tax annual exclusion amount remained constant at $15,000 for 2020. This is the amount that each person can give to an...

“Several life settlement funds announced the launch of new funds or the successful closing of funds which reflects the continued interest of capital in the asset class,”

Banks are faced with two realities for Legacy BOLI: (1) the contracts have large embedded taxable gains plus an additional 10% MEC tax penalty, and (2) the insureds are no longer employed at the bank making a tax-free 1035 exchange to a new life insurance policy imposs...

M Financial will begin offering differentiated insurance products and support to PNC’s Wealth Management® and Hawthorn, PNC Family Wealth® clients.

Darren Gallaway, Principal at TRC Financial, sat down with the Santoni Spotlight show here in Orange County, CA to talk to Tim Santoni.

Business interests are often owners biggest asset, which requires careful planning to preserve the business while managing the potential estate tax exposure.

TRC Financial got its 90's dance party groove on in support of The Teen Project. Always a fun time with Steve & Stacy Jones.

In which state is a trust subject to taxation? The recently decided Kaestner case provides the U.S. Supreme Court’s latest guidance on this income tax issue.

Think about it - one policy that provides liquidity upon your death, liquidity to supplement retirement, and liquidity in case of a long-term care event.