... portion of the life-insurance benefit to a charity, says Paul Blanco, managing director at Barnum Financial Group in Shelton, Conn. The main drawback: While retaining ownership allows donors to stay in control of their policy and get an estate-tax ...
via Shelton Newswire http://online.wsj.com/article/SB10001424127887323608504579022743817392368.html?mod=topix
via Shelton Newswire http://online.wsj.com/article/SB10001424127887323608504579022743817392368.html?mod=topix
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