Ticking Time Bombs in Investment Portfolios You Might be Unaware of
Insight Patricia Annino · January 18, 2018
Many people may have ticking time bombs in their investment portfolios that they are completely unaware of. The life insurance premiums currently being paid, may not be sufficient to keep the policies in force during the person’s normal life expectancy. Patricia Annino, of Rimon Law, comments on the legal liability of trustees and possible complications of a “family trustee”. Investors should be checking their insurance plan along with their other investments. Read the full FFI Practitioner article here.
Patricia M. Annino is a partner in Rimon’s Trust and Estates Group. A nationally recognized authority on estate planning and taxation, Ms. Annino has more than 30 years of experience serving the diverse needs of families, individuals, and owners of closely held businesses. Access Patricia's full biography.