The bypass trust is a popular estate planning strategy used to reduce a couple’s exposure to estate taxes, by leaving …read more
Source:: Nerd’s Eye View
The bypass trust is a popular estate planning strategy used to reduce a couple’s exposure to estate taxes, by leaving …read more
Source:: Nerd’s Eye View
Peter is co-founder and Vice President of Strategic Partnerships of Pinnacle Advisor Solutions. With more than twenty years of experience in finance Peter is responsible for all aspects of the business including sales and marketing and business development.