LITCO for Grantors and Beneficiaries

Our team of life insurance experts provides in-depth policy management and trust reporting services to ensure that your Irrevocable Life Insurance Trusts (ILITs) are always in good standing.

LITCO ONLINE ACCOUNT PORTAL SUPPORT

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JOIN OUR NEXT WEBINAR!

we’re hosing a Q&A with the business valuations experts at itm

Privately held businesses form the backbone of many families’ wealth and legacy, often representing significant personal, financial, and emotional value. When these businesses are held within trusts, accurately determining their worth becomes crucial audit, tax, financial, and legal reasons.  
 
In this webinar, we’re talking with valuations experts from ITM to get a better understanding of when and why a trustee should seek out a privately held business valuation.