Joint Tenancy
July & August 2017 CLU Comment
We are pleased to provide you with the latest bimonthly Chartered Life Underwriter (CLU) Comment letter, number 304 for July & August 2017. This edition of Comment looks at two issues: charitable giving of corporate-owned life insurance, and joint tenancy in the … read more
July & August 2015 CLU Comment
We are pleased to provide you with the latest bimonthly Chartered Life Underwriter (CLU) Comment letter, number 292 for July & August 2015. This edition of Comment looks at: charitable gift: differing tax incomes, interest expense, and joint tenancy can add complications. Read … read more