WDTV News Segment Beacon Wealth Management Solutions 4 Financial Independence with John T. Halterman. I’m a retired doctor and 20 years ago I set up a Living Trust and an ILIT Trust to help pay my estate taxes. Today I am worth about a million dollars, do I still need those trusts?
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Securities offered through Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC. Advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Beacon Wealth Management operates independently of Cambridge. This communication is strictly intended for individuals residing in the states of WV, PA, OH, MD, NC, SC, TX, FL, NY and DE. No offers may be made or accepted from any resident outside the specific state(s) referenced.