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Wealth Management Business: Pouring Old Wine Into New Bottles - Using Traditional Estate Planning Tools In Untraditional Ways

SAERAT Stand Alone Education Retirement Accumulation Trust, Retirement Irrevocable Life Insurance Trust, RILIT, Estate Planning and Probate,

by Carl R. Waldman, JD and Stan Miller, JD

Many estate planners have concluded that the famous proclamation from the Book of Ecclesiastes that “there is no new thing under the sun” is applicable to their planning strategies. The conventional wisdom provides that there are well known legal strategies and financial tools that have been thoroughly explored and that may be appropriate in particular, predicable circumstances. Most financial advisors, accountants and attorneys...

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