Tax Time Is Life and Annuity Trust Trap Time, Advisor Warns
February 18, 2026 by Allison Bell
Life and annuity professionals should get close to trust law professionals, encourage clients to get close to trust law professionals, and get even closer to tax law professionals during tax season.
Jonathan Connolly, president of Wealth Advisors Trust Co., talked about the critical importance of getting good advice during tax season in a recent email interview.
Originally Posted at Think Advisor on Feb 17, 2026 by Allison Bell.
Categories: Industry Articles
