The Market’s Impact on Your Endowment Care Trust … and the Solution
By Bill Williams, president/CEO, Funeral Services, Inc. and Wendy Russell Wiener, managing member, WRW Legal, PLLC We are willing to bet that you received a greater rate of return on your “income only” endowment care trust in 2021 than you did in 2022. Of course, the dip in the market…
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